Advisor Consultant

3 days ago

🏈 Alabama – Remote

Although this job is listed in Alabama, this company may be open to hiring remote in other states.

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Osaic

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Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

1001 - 5000 employees

💸 Finance

🤝 B2B

📋 Description

• responsible for the sale of life, LTC, DI, and annuity products to large wirehouse institutions • tasked with recruiting and educating new producers on how to incorporate insurance product lines and solutions into their practice • shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service • developing client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies • understand the Compliance and Suitability rules of the accounts they're working within

🎯 Requirements

• Bachelor’s degree preferred • minimum of high school diploma or equivalent required • Insurance license required • 5+ years brokerage New Business or Life Insurance company experience • 3+ years relevant Financial Services Industry experience • Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer • Business writing skills – Intermediate level • Strong written and verbal communication and customer service skills • Capacity to multi-task and excel in a dynamic, fast-paced environment and adapt to change

🏖️ Benefits

• health, vision, dental insurance • 401k • paid time away • volunteer days • much more