What is a Senior Advisor Consultant?
Highland is looking for entrepreneurial candidates to serve as wholesalers in the annuity marketplace.
The Position
The primary responsibilities of the position will be 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 recurring producers.
An enterprising
spirit
Technology
expertise
A desire to
learn and inspire
Excellent
communication skills
Information technology and security – our top priority.
Leading-edge marketing tools and sales platforms offering strategies such as time-segmented allocation models.
Proprietary and industry-leading technology to assist in recommending best-interest products.
Essential Duties and Responsibilities
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Recruit registered and independent advisors to work with Highland.
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Promote and facilitate fixed and fixed indexed annuity sales by advisors.
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Train and educate on uses of fixed and fixed index annuities to advisors.
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Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities.
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Work with internal teams such as new business and marketing to provide case design reporting and appropriate carrier products and pricing.
Key Characteristics
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An entrepreneurial spirit.
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A desire to educate and inspire.
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Excellent oral and written communication skills.
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An ability to understand and adapt to technology.
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Exceptional relationship management skills.