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- Tasks: Promote and sell Disability Insurance while collaborating with a dynamic team.
- Company: Highland Capital Brokerage, a leader in the insurance industry.
- Benefits: Competitive salary, sales incentives, and remote work flexibility.
- Why this job: Make a real impact in the insurance sector and grow your career.
- Qualifications: 3+ years in insurance sales, preferably with DI products, and strong communication skills.
- Other info: Join a supportive team with opportunities for professional growth and development.
The predicted salary is between 42000 - 49000 £ per year.
Location(s): All Locations/Remote
Role Type: Full time
Salary: $60,000 - $70,000 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 Advisor Consultant of Disability Sales will play a critical role in promoting the sale of DI insurance and help in executing Highlands Disability business strategy with a focus on growth and profitability. This role involves partnering with the Director of Disability and other internal stakeholders to establish objectives, increase DI market share, create marketing campaigns to attract new and orphaned customers and support the Highland Sales teams. The position involves advanced case design, strategic relationship building, and operational support.
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.
Responsibilities:
- Partner with Director of Disability to grow the product line through proactive communication, relationship building, and advanced case design.
- Generate and summarize Disability Insurance designs and concepts, including complex strategies and business products.
- Demonstrate expertise in Disability underwriting and policy review.
- Pull and send application packets upon request, with strong encouragement toward electronic submission.
- Provide training and support for first time electronic application users.
- Pre-fill DI applications when requested to streamline the advisor experience.
- Maintain ongoing knowledge of the current pipeline of DI cases and be prepared to respond to field inquiries and follow up on outstanding requirements.
- Log all activity in Salesforce and maintain accurate records.
- Update Salesforce data to always ensure system integrity.
- Develop relationships with Highland carriers and strategic partners to leverage existing expertise and resources.
- Serve as a subject matter expert in Disability Insurance within Highland Capital.
- Coordinate with VPs and Advisor Consultants to maximize customer service and relationships.
- Promote Disability campaigns and present DI solutions at sales meetings along with Director of Disability.
- Conduct outbound marketing calls to advisors not currently working with Highland or in Disability sales.
- Collaborate with Director of DI and Highland’s marketing team to create and execute year-round DI campaigns.
- Help grow NHOR by supporting pending business reviews and assisting the sales teams in achieving projected sales targets.
Basic Requirements:
- 3 + years of insurance sales expertise, preferably with DI products.
- Life & Health Insurance License.
- Proficient in using technology for sales purposes, such as Sales Force.
- Persuasive communication skills.
- Sales skills with result-oriented focus.
- Strong Business acumen.
- Ability to engage and leverage network of contacts.
- Collaborative work style and be able to collaborate with individuals at all levels of seniority.
- Proven record of success through achieving/exceeding assigned goals.
DI 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 DI Advisor Consultant, Highland Capital Brokerage - REMOTE in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your contacts in the insurance industry and let them know you're on the lookout for opportunities. A personal connection can often lead to a referral, which is gold when it comes to landing that DI Advisor Consultant role.
✨Tip Number 2
Get your pitch down! Prepare a quick elevator pitch that highlights your experience in insurance sales and your passion for Disability Insurance. This will come in handy during networking events or casual chats with potential employers.
✨Tip Number 3
Show off your skills! If you have any relevant case studies or success stories from your previous roles, be ready to share them. Demonstrating your expertise in advanced case design and strategic relationship building can really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and connect with the right people. Plus, applying directly shows your enthusiasm for the role and the company!
We think you need these skills to ace DI 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 DI Advisor Consultant role. Highlight your experience in insurance sales, especially with DI products, and show how your skills align with what we’re looking for.
Showcase Your Communication Skills: Since this role involves a lot of relationship building and persuasive communication, don’t shy away from demonstrating these skills in your application. Use clear, engaging language that reflects your personality and professionalism.
Be Specific About Your Experience: When detailing your past roles, focus on specific achievements and how they relate to the responsibilities of the position. Mention any successful campaigns or strategies you’ve implemented that could translate well to our team.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Advisor Group
✨Know Your DI Inside Out
Make sure you brush up on your knowledge of Disability Insurance products. Understand the nuances of underwriting and policy review, as well as the latest trends in the market. This will not only help you answer questions confidently but also show your passion for the field.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences, especially those related to insurance. Be ready to share specific examples of how you've successfully built relationships and closed deals. Highlight your persuasive communication skills and how they’ve contributed to your success.
✨Familiarise Yourself with Salesforce
Since this role involves logging activities and maintaining records in Salesforce, it’s crucial to demonstrate your proficiency with this tool. If you have experience using it, be prepared to discuss how you’ve used it to streamline processes or improve customer interactions.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about Highland Capital Brokerage's strategies for growth in the DI market or how they support their sales teams. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
