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Insurance Sales Consultant

4 weeks ago

Birmingham, Birmingham, United Kingdom Advisor Group Full time

About Us

Advisor Group is a leading financial services organization dedicated to helping individuals achieve their financial goals.

Job Summary

We are seeking an experienced Insurance Sales Consultant to join our team. As a key member of our sales team, you will be responsible for prospecting advisors within the insurance industry to bring insurance planning to their clients.

Main Responsibilities

  1. Prospect and recruit advisors to sell life, LTC, DI, and fixed index annuity products.
  2. Promote and facilitate sales of insurance products to advisors.
  3. Recommend best interest products that adhere to supervision and due diligence standards.
  4. Understand compliance and suitability rules for various accounts.
  5. Train and educate advisors on insurance product lines.
  6. Develop client profile strategies to identify sales opportunities.
  7. Work with internal teams to provide case design reporting and carrier products.

Requirements

  • Bachelor's degree or H.S. diploma with significant practical experience.
  • 5+ years brokerage new business or life insurance company experience required.
  • 3+ years relevant financial services industry experience.
  • Proficient in Microsoft Word, Excel, Outlook, and Internet Explorer.
  • Business writing skills at an intermediate level.
  • Able to learn new technology as needed.
  • Strong written and verbal communication skills.
  • Capacity to multitask in a dynamic environment.

Preferred Qualifications

  • Series 6 & 63 preferred, or Series 7.

Compensation

The estimated salary for this position is $55,000 - $150,000 per year, based on location and performance.