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Sales Vice President, Highland Capital Brokerage

Remote: 
Full Remote
Contract: 
Full time
Salary: 
12 - 150K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

Bachelor’s degree preferred, Over 3 years of experience in life insurance sales, Active pursuit of sales outlets, Knowledge of underwriting process, Professional designations like CLU, ChFC or CFP.

Key responsabilities:

  • Implement company-supported sales concepts
  • Drive premium sales through third-party producers
  • Provide support throughout sales process
  • Enhance relationships with producers and account offices
  • Enforce CRM technology for documentation
Advisor Group logo
Advisor Group Financial Services Large https://www.advisorgroup.com/
1001 - 5000 Employees
About Advisor Group
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
See more Advisor Group offers

Job description

Current Employees and Contractors Apply Here
Osaic Careers

Life Insurance Sales Opportunity with Highland Capital Brokerage

Sales Vice President, Highland Capital Brokerage

Location(s):    Residing in Southern CA, WA, OR, NYC and Upstate NY, Texas, Western PA, IN, MN, MO, KY, Northern CA, Cleveland OH; REMOTE OFFICE

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, vacation and sick time, 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 

Type           :   Full Time

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. 

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.

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. 

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

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Customer Interaction ManagementLife Insurance SalesMicrosoft Dynamics CRMSales PresentationsInsurance Products

Other Skills

  • Verbal Communication Skills
  • Leadership
  • Relationship Building
  • Self-Motivation
  • Teamwork
Are you interested?

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