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Remote Financial Advisor Trainee Jobs in Alabama

Miamioh

$46K/yr

... financial aid and budgeting, tailoring study abroad information to student academic interests ... Remote work at 20% per week is an option after a successful 6 month on-boarding period. Additional ...

Alteryx

$103K - $134K/yr

PLEASE NOTE: while this role will be 100% remote, we are looking for candidates based on the East ... Act as a trusted advisor to sales leadership, using narratives and analytical insights to shape ...

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Remote Financial Advisor Trainee information

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Alabama? For Remote Financial Advisor Trainee jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Alabama look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Alabama are:
Remote Financial Advisor Trainee jobs near you

Sales Vice President, Highland Capital Brokerage - REMOTE

Advisor Group

Birmingham, AL • On-site, Remote

$75K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 22 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
REMOTE Life Insurance Sales Opportunity with Highland Capital Brokerage
Sales Vice President, Highland Capital Brokerage
Location(s): All Locations/Remote
Role Type: Full time
Compensation: $75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
Highland Capital Brokerage's primary goal is to serve our clients with an intense focus on exceptional client service, both internal and external, resulting in the highest level of professional success. We go above and beyond when it comes to supporting financial advisors who want to provide their clients with the best-in-class life, annuity, and longevity planning.
Are you ready to elevate your career?
We have an opportunity for a Sales Vice President specializing in Life Insurance. In this role, you will be challenged to manage clients and a workload offering unique, dynamic strategies and customizable support. The Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance. Our goal is to help you grow as an individual and leader in your field and community while transforming those around you as well.
Education Requirements:
  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:
  • Implement company-supported sales concepts in alignment with industry, company, and compliance standards.
  • Drive substantial target premium sales through third-party producers.
  • Offer point-of-sale and post-sale support, nurturing producer, and client relationships.
  • Cultivate and enhance relationships with independent retail producers, institutional account offices, branch managers, and insurance specialists.
  • Engage in continuous training, practice enhancement programs, and peer-support study groups.
  • Provide expert assistance in case design and sales presentations to producers.
  • Collaborate with new business and marketing teams to recommend carrier, product, and pricing alternatives.
  • Leverage CRM technology for reporting and documentation.
  • Develop customer profile strategies to maximize sales opportunities with current and prospective clients.
  • Perform other duties as assigned.

Basic Requirements:
  • Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale interactions and/or personal production in life insurance planning. Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling in life insurance planning.
  • Self-starter, actively pursuing sales outlets and opportunities, and creating new relationships that result in sales and increased target premiums.
  • Demonstrate confidence and tenacity to continue to strengthen relationships with clients.
  • Knowledge of new business and underwriting process with the ability to effectively re-analyze the case when it is different than applied for
  • Intermediate level to advanced knowledge of insurance products and technical planning techniques
  • Demonstrate ability to effectively present concepts to groups ranging in size from 2-50 people.
  • Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses

Preferred Requirements:
  • Worked with financial advisors inside institutional relationships and RIA's a plus.

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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