Associate Advisor Consultant
Company: Independent Financial Group
Location: San Diego
Posted on: January 25, 2023
Independent Financial Group, LLC (IFG), a leading independent
broker-dealer based in San Diego, CA, is seeking an Associate
Advisor Consultant to support the operations of the Insurance and
Annuity Department and provide support to the Regional Advisory
Consultants out in the field. This Associate position will be
trained for upward mobility into a Regional Advisory Consultant
position or Department Leadership position.
The IFG Insurance and Annuity Department serves as a platform to
facilitate variable and fixed insurance product sales. The
department offers investment advisors support through the
coordination of resources, including MGAs and direct carrier
relationships. The division maintains selling agreements with
insurance companies, manages strategic relationships, and is
responsible for product due diligence, while offering
expertise-driven support to advisors on all insurance planning
What You'll Do
Provide insurance and annuity support to IFG Regional Advisor
Consultants, to include running projections, following up on
activity generated by the RAC, and seeking out opportunities to
introduce insurance and annuity solutions to Investment Advisors
with varying degrees of insurance sales experience.
Provide operational support to the Insurance and Annuity Department
Post content and updates to the insurance and annuity pages of
Write original articles for IFG publications.
Generate monthly sales reports.
Operate the Annuity Technology desk, providing support and training
to IFG Reps on due diligence and electronic application
Deliver educational content, resources, and tools to IFG Investment
Advisors, both synchronously and asynchronously - including at
in-person company events and conferences - to enable Advisors to
effectively integrate insurance and annuity planning into their
Apply annuity and insurance expertise in providing hands-on support
for Investment Advisors.
Make proactive outbound sales calls to IFG Advisors promoting
Insurance and Annuity offerings and uncovering opportunities to
What You'll Bring
4-year or advanced college degree preferred. Equivalent work and
management experience considered.
Annuity Desk experience. Life insurance experience is a plus.
Able to demonstrate a strong annuity IQ, to include the application
of annuities to financial planning.
Have functional knowledge of IFG Annuity Partners products to help
make recommendations in a product desk role.
Possess a working knowledge of the regulations, current
legislation, and other regulatory pressures affecting the annuity
Proficiency with annuity technology and systems used to support
annuity product sales.
Familiarity with the annuity tech stack, including Firelight, Luma,
and Morningstar Annuity Intelligence.
Able to assist and support multiple projects and initiatives
Excellent oral and written communication skills, including strong
customer-facing communication skills.
Self-direction and self-motivation are crucial to achieving strong
results at IFG. The office is a professional work environment. The
role requires effective communication and collaboration with other
departments, including Wealth Management, Retirement/Practice
Management, Supervision & Compliance, Marketing, Senior Management,
and Transitions. Time management is essential to meet deadlines for
publications and conference programming. Workload varies by our
client/advisor demands and proactive efforts to expand sales.
Independent Financial Group (IFG), is an independent broker-dealer
based in San Diego, California with over 615 registered
representatives located in 375+ offices across 40 states and Puerto
Rico. Named one of San Diego's Fastest-Growing Private Companies
and the city's 12th Largest Privately Held Company in 2020 by the
San Diego Business Journal, IFG's impact has continued to grow
since its formation in 2003.
IFG offers a competitive benefits package with:
Company-paid Medical, Dental, and Vision
Paid time off (including all stock market holidays)
Professional development reimbursement
Market-level compensation based on experience
Keywords: Independent Financial Group, San Diego , Associate Advisor Consultant, Professions , San Diego, California
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