Advisor Consultant

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $50k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

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.

📋 Description

• Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO) • Promote and facilitate fixed and fixed index annuity sales by advisors • Recommend best interest products that adhere to AG supervision and due diligence standards • Apply knowledge of SEC, FINRA and DOL compliance rules and regulations • Train and educate advisors on uses of fixed and fixed index annuities • Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies • Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing • Shepherd producers from the initial sales concept through the point of sale with in-depth product knowledge and customer service • Recruit and educate new producers on incorporating annuities into their practice • Focus on advisor attrition and recurring producers • Perform other duties as assigned

🎯 Requirements

• Minimum of high school diploma or equivalent is required • Life & Health Insurance License • Insurance license required • 5+ years brokerage New Business or Life Insurance company experience is required • 3+ years relevant Financial Services Industry experience • Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites • Business writing skills – Intermediate level • Able to learn new technology as needed • Strong written and verbal communication and customer service skills • Capacity to multi-task and excel in a dynamic, fast-pace environment and adapt to change • Series 6 & 63 or Series 7 preferred

🏖️ Benefits

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