Advisor Consultant, Highland Capital Brokerage

Client Interaction:

• Prospect advisors within diverse channels to bring insurance planning to their clients.
• Educate advisors on incorporating insurance product lines and solutions into their practice.
• Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities.

Product Promotion:

• 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.
• Train and educate on uses of all insurance product lines offered to advisors.

Compliance and Operations:

• Understand the Compliance and Suitability rules of the accounts they’re working within
• Knowledge of SEC, FINRA and DOL compliance rules and regulations
• Work with internal teams to provide case design reporting and appropriate carrier products and pricing.