Osaic · 3 months ago
DI Advisor Consultant, Highland Capital Brokerage
United States
Full-time
Remote
Mid, Senior Level
$60K/yr - $70K/yr
5+ years expOsaic is seeking a DI Advisor Consultant to join the team within Highland Capital Brokerage. This position is primarily responsible for the sale of life, LTC, DI, and annuity products to large wirehouse institutions and independent agents, while also recruiting and educating new producers on integrating insurance product lines into their practices.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Prospect advisors within the diverse channels/accounts we work with to bring insurance planning to their clients
Promote and facilitate life insurance, LTC, DI, and fixed, fixed index annuity sales by advisors
Recommend best interest products that adhere to supervision and due diligence standards
Understand the Compliance and Suitability rules of the accounts they’re working within
Knowledge of SEC, FINRA and DOL compliance rules and regulations
Train and educate on uses of all insurance product lines offered to advisors
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
Qualification
Required
Minimum of high school diploma or equivalent is required
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-paced environment and adapt to change
Preferred
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree
Series 6 & 63 preferred, or Series 7
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
And much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
Investment News
2026-01-22
Company data provided by crunchbase