Diversified Sales Teams
Expertise that meets you and your clients where you are – featuring specialized support across the full-wealth spectrum. Every client has unique needs and every advisor has a unique business model.
That’s why Highland’s diversified sales structure is built to support the full range of client profiles, from mass-affluent households to the ultra-high-net worth families with specialized teams designed to align with your planning process and goals.
Whether you’re looking for help:
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Submitting a case.
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Navigating complex planning scenarios.
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Developing strategies for generational wealth.
No matter what you’re searching for, our sales professionals bring both technical depth and business understanding to the table.
Our value
The value of specialization
Our sales teams are organized by market segment, allowing us to match your clients’ needs with advisors who deeply understand their profile, whether it’s a mid-career executive or a multi-generational estate.
Knowledge that moves business forward
Our advisor consultations and Case Design Associates (CDA) Team works across multiple planning scenarios and product types. We offer sales desk support to help you transact quickly and submit clean business, with fewer back-and-forth delays.
Coverage across the entire wealth spectrum
From accumulation to estate preservation, we meet advisors where they are. With more than 100 advisor consultants across the country – each with their own planning focus – we can support the strategies that fit your client base best.
Specialized teams for complex planning
For high-net-worth and ultra-high-net-worth clients, our Signature Life and Signature Private teams offer advanced expertise in wealth transfer, tax-aware planning, premium finance, and more.
Collaborative case support
Our consultants don’t just quote products – they help shape strategies. We’ll work in tandem with your internal team, existing planners, and client-facing staff to ensure alignment throughout each case.
Our insight
Rather than a generalist model, we built our teams around client segments and planning needs. That means you’re working with specialists who already understand the strategies and challenges unique to your client type.
Our advisor consultants come from diverse backgrounds – some with CLUs, CFP® designations, or extensive experience in underwriting and advanced planning. We match the right expertise to the complexity of your case. And our Signature Life and Signature Private teams work exclusively with advisors serving ultra-high-net-worth clients and can assist with advanced-planning strategies.
Whether your clients are building wealth or preserving a legacy, Highland’s diversified sales teams can help you deliver the right strategy, with the right expertise, at the right time.