Advisor Consultant, Highland Capital Brokerage in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Advisor Consultant, Highland Capital Brokerage based in United States.

This is a remote, full-time opportunity focused on helping financial professionals effectively incorporate annuity solutions into their practices.
You will build and strengthen relationships with registered investment advisors, independent broker-dealers, representatives, agents, and agencies.
The role combines business development, consultative sales, product education, and high-touch client support.
You will guide producers from initial opportunity identification through product selection and point of sale.
Success will depend on your ability to grow new relationships while strengthening advisor retention and recurring business.
You will collaborate with internal teams to deliver case design, product recommendations, pricing, and sales support.
This is an entrepreneurial, performance-oriented environment with uncapped commission potential and significant earning opportunity.

• Recruit and develop relationships with registered investment advisors, independent advisors, representatives, agents, and agencies to expand the producer network and generate new business opportunities.
• Promote and facilitate fixed and fixed indexed annuity sales, helping financial professionals identify appropriate opportunities and integrate solutions into their practices.
• Educate and train advisors on annuity products, positioning strategies, product features, and effective approaches for identifying client opportunities.
• Serve as a trusted advisor throughout the sales lifecycle, providing product expertise, responsive service, and guidance from initial sales concept through point of sale.
• Recommend solutions that align with best-interest principles, applicable supervision requirements, and established due-diligence standards.
• Support advisor retention and recurring production by developing strong long-term relationships and proactively identifying opportunities to deepen engagement.
• Develop client-profile and sales strategies that help financial professionals identify and maximize opportunities using available enterprise technologies and resources.
• Partner with new business, marketing, carrier, and other internal teams to coordinate case design, reporting, product selection, pricing, and sales support.
• Maintain awareness of applicable SEC, FINRA, DOL, insurance, and other regulatory and compliance requirements relevant to annuity distribution.
• Manage multiple priorities in a fast-paced environment while maintaining a high standard of customer service, communication, and follow-through.

• Bachelor’s degree preferred; a high school diploma or equivalent combined with significant relevant practical experience may be considered in lieu of a degree.
• Active Life & Health Insurance license is required.
• At least 5 years of experience in brokerage new business or within a life insurance company, plus 3+ years of relevant financial services industry experience.
• Demonstrated experience in annuity sales, insurance distribution, financial services, advisor support, or a closely related field.
• Strong understanding of fixed and fixed indexed annuities and the ability to explain complex product concepts clearly to financial professionals.
• Working knowledge of SEC, FINRA, DOL, insurance, supervision, and due-diligence requirements.
• Strong business development, relationship-management, consultative selling, and customer-service skills.
• Excellent written and verbal communication skills, including intermediate-level business writing capabilities.
• Proficiency with Microsoft Word, Excel, Outlook, internet-based tools, and carrier/vendor websites, with the ability to quickly learn new technologies.
• Strong organizational and multitasking skills, with the ability to prioritize effectively in a dynamic, fast-moving environment.
• Series 6 and 63 or Series 7 licenses are preferred.
• A proactive, adaptable, client-focused approach with the ability to build trust and maintain productive relationships over time.

• Compensation: $50,000–$150,000 in expected first-year earnings through a draw plus uncapped commission-based compensation structure.
• Significant earning potential tied to sales performance and business development.
• Remote work opportunity available across the United States.
• Health, vision, and dental insurance.
• 401(k) retirement benefits.
• Paid time away and volunteer days.
• Additional employee benefits and programs designed to support professional and personal well-being.
• Opportunity to build a strong book of advisor relationships and grow within the financial services and insurance industry.