Senior Advisor Consultant, Highland Capital Brokerage

Highland Capital Opportunity in Sales and Operations

Senior Advisor Consultant, Highland Capital Brokerage


Location:       1608 Village Market Blvd S.E., Suite 200, Leesburg, VA  20175

                        ALL LOCATIONS & REMOTE     

Type:                Full-time

Summary:

We are seeking a Senior Advisory Consultant to join the team within Highland Capital Brokerage, a member of Advisor Group.  This position is primarily responsible for the sale of annuity products to registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. A Senior Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate annuities into their practice. This position will shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. In addition to recruiting new producers, there will be a heavy emphasis on advisor attrition and reoccurring producers. 

Responsibilities:

  • Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO)             
  • Promote and facilitate fixed and fixed index annuity sales by advisors
  • Recommend best interest products that adhere to AG supervision and due diligence standards  
  • Knowledge of SEC, FINRA and DOL compliance rules and regulations        
  • Train and educate on uses of fixed and fixed index annuities to advisors            
  • Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies                 
  • Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing                  
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

Basic Requirements:

  • 5+ years brokerage New Business or Life Insurance company experience is required
  • 3+ years relevant Financial Services Industry experience
  • FINRA Series 6 & 63 required
  • Insurance license required
  • Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites
  • Business writing skills – Intermediate level
  • Able to learn new technology as needed
  • Strong written and verbal communication and customer service skills
  • Capacity to multi-task and excel in a dynamic, fast-pace environment and adapt to change

Preferred Requirements:

  • FINRA Series 7 preferred

Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.