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For Companies At a Glance
- Tasks: Support sales partners by generating additional sales and providing pre-sale assistance.
- Company: Highland Capital Brokerage, a leader in the insurance industry with a remote work culture.
- Benefits: Competitive salary, sales incentives, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in the insurance market.
- Qualifications: High school diploma or equivalent; experience in insurance preferred.
- Other info: Remote role with excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
REMOTE Sales & Operations Opportunity in Insurance Industry
Location(s): All Locations / Remote
Role Type: Full time
Salary: $50,000 - $120,000 per year + Sales Incentive Compensation. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary
The Annuity Advisor Consultant (AC) serves as a support partner for assigned sales partners, aiding in the growth of their practice by generating additional sales from transactional business and/or basic tier customers within the salesperson’s territory. The AC provides pre-sale assistance, including case design, product selection, illustrations, and application fulfillment. Additionally, the AC supports the sales activities of the assigned salesperson and serves as a backup for top-tier customers within their territory as needed. Through outbound communications, the AC offers sales ideas, fosters existing relationships of the salesperson, and builds direct relationships with advisors.
Education Requirements
- Bachelor’s degree preferred; high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.
- Minimum of high school diploma or equivalent is required.
- Life & Health Insurance License.
Responsibilities
- Support the sales activities of the assigned salesperson by serving as a backup for top-tier producers within the territory/portfolio as needed.
- Foster relationships with the salesperson’s current producers, financial advisors, and other stakeholders to help them grow their practice and promote the sale of Insurance products.
- Work with paired salesperson to understand the needs of their top producers and financial advisors by forming strong relationships, providing excellent customer service, and regularly communicating to present suitable insurance solutions effectively.
- Establish credibility and build rapport with key stakeholders including the salesperson’s existing producers, back offices, internal counterparts, and carrier/strategic partner resources.
- Leverage SSA’s and Case Designers to support sales from both the advisors working with the assigned salesperson and those that are working directly.
- Provide pre-sales support to assigned salesperson that includes case design, running illustrations, revisions, summarizing insurance concepts and designs, preparing applications/fulfillment, and creating and sending DocuSign envelopes for electronic signatures in tandem with the sales support team.
- Log all activities (illustrations, calls, meetings, etc.) into Sales Force, and store illustrations according to established protocols.
- Maintain ongoing knowledge of current pending cases in the pipeline acting as a liaison to effectively answer case status questions and follow up on outstanding requirements for the entire book of business (sales directly tied to the salesperson and for those tied directly to the AC).
- Maintain broad knowledge of insurance products, their features, carrier illustration software, marketing resources, sales ideas and be able to explain competitive product landscapes, sales concepts, field underwriting, and present e-solutions.
- Stay current in the competitive marketplace by participating in educational opportunities, attending webinars, and carrier sponsored educational series.
- Analyze in-force policy details and present alternative solutions.
Basic Requirements
- Multi-carrier insurance product experience.
- Excellent verbal and written communication skills to effectively present complex concepts.
- Ability to build strong, lasting relationships with producers/advisors through trust and rapport.
- Demonstrated experience with illustration software (e.g., Winflex, Ensights).
- High sense of urgency and ability to prioritize workload in a demanding environment.
- Familiarity with Salesforce to manage activities, client information and leads.
Preferred Requirements
- Series 6 and 63.
- Experience in the annuity marketplace (Fixed, FIA, RILA, MYGA etc).
- Work towards completion of CLU or ChFC designations.
Annuity Advisor Consultant, Highland Capital Brokerage - REMOTE in Birmingham employer: Advisor Group
Contact Detail:
Advisor Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Annuity Advisor Consultant, Highland Capital Brokerage - REMOTE in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. A friendly chat can lead to referrals or insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Be ready to discuss how your skills align with the Annuity Advisor Consultant position, and don’t forget to have some questions ready to show your interest.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience with insurance products and your ability to foster relationships, as these are key for this role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Highland Capital Brokerage.
We think you need these skills to ace Annuity Advisor Consultant, Highland Capital Brokerage - REMOTE in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Annuity Advisor Consultant role. Highlight your relevant experience in insurance and any skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Communication Skills: Since this role requires excellent verbal and written communication, don’t shy away from demonstrating these skills in your application. Use clear, concise language and make sure your enthusiasm for the role shines through. We love a good communicator!
Highlight Relationship-Building Experience: This position is all about fostering relationships, so be sure to mention any past experiences where you've successfully built rapport with clients or colleagues. We’re looking for someone who can connect with our sales partners and help them grow their practice.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we really appreciate!
How to prepare for a job interview at Advisor Group
✨Know Your Products Inside Out
As an Annuity Advisor Consultant, you'll need to be well-versed in various insurance products. Make sure you research the different types of annuities and their features before the interview. This will not only help you answer questions confidently but also demonstrate your commitment to understanding the industry.
✨Build Rapport with Your Interviewers
Since this role involves fostering relationships, practice building rapport during your interview. Use active listening skills, maintain eye contact, and engage with your interviewers. Show them that you can connect with others easily, just like you would with financial advisors and producers.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as supporting a salesperson or resolving client issues. Think of examples from your past experiences where you've successfully navigated similar challenges. This will showcase your problem-solving skills and ability to work under pressure.
✨Demonstrate Your Communication Skills
Excellent verbal and written communication is key for this role. During the interview, articulate your thoughts clearly and concisely. You might even want to prepare a brief presentation on a relevant topic to showcase your ability to explain complex concepts effectively, just like you would with clients or stakeholders.
