Insurance Sales Consultant

2 months ago

Birmingham, Birmingham, United Kingdom Advisor Group Full time

Insurance Sales Opportunity

Sales & Operations Role in Insurance Industry

Insurance Sales Consultant, Highland Capital Brokerage

Location: Remote

Type: Full-time

Compensation: $55,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.

About the Role:

We are seeking an Insurance Sales Consultant to join the team within Highland Capital Brokerage, a member of Advisor Group. This position is primarily responsible for the sale of life, LTC, DI, and annuity products to large wirehouse institutions, registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. The successful candidate will be tasked with recruiting and educating new producers on how to incorporate insurance product lines and solutions into their practice. This role will involve shepherding 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.

Key Responsibilities:

  • Prospect advisors within the diverse channels/accounts we work with to bring insurance planning to their clients.
  • Promote and facilitate life insurance, LTC, DI, and fixed, fixed index annuity sales by advisors.
  • Recommend best interest products that adhere to supervision and due diligence standards.
  • Understand the Compliance and Suitability rules of the accounts they're working within
  • Knowledge of SEC, FINRA and DOL compliance rules and regulations
  • Train and educate on uses of all insurance product lines offered 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.

Requirements:

  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Insurance license required.
  • 5+ years brokerage New Business or Life Insurance company experience is required.
  • 3+ years relevant Financial Services Industry experience
  • 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-paced environment and adapt to change

Preferred Requirements:

  • Series 6 & 63 preferred, or Series 7

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