Brokerage Director, Highland Capital Brokerage

Advisor Group; Remote; GBP 55,000 - 112,000; Full time

Job summary

A prominent financial services company is seeking a Brokerage Director to lead life insurance sales. This role requires 8-10 years of experience in insurance sales and strong strategic planning skills. Responsibilities include recruiting new financial professionals and fostering relationships with agents and broker-dealers. The ideal candidate should have a Bachelor’s degree, relevant life insurance licenses, and proficiency in CRM tools. Competitive compensation with uncapped commission potential is offered. This is a full-time position operating remotely.

Qualifications

• Minimum 8-10 years in life insurance sales or brokerage territory management experience.
• Strong interpersonal, verbal, and written communication skills are essential.
• Familiarity with the Life Insurance Underwriting process.

Responsibilities

• Recruit new financial professionals and re-engage inactive producers.
• Drive sales by promoting Life and Disability Insurance products.
• Collaborate with New Business and Underwriting teams.

Skills

Life insurance sales

Strategic planning

Relationship management

Strong interpersonal skills

Strong presentation skills

Education

Bachelor’s degree preferred

Life, Variable Life, Series 6 or 7, and/or Series 24, or Series 63

Tools

CRM/Sales Force

Job description

Osaic Careers

Be a part of the team behind our success! All financial services distribution companies are not created equal. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.

Life Insurance Sales Opportunity with Highland Capital Brokerage

Brokerage Director, Highland Capital Brokerage

Location(s): All Locations & Remote

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.

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 Brokerage Director 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 Brokerage Director role is responsible for recruiting, developing, and managing relationships with financial professionals to drive Life Insurance, Long-Term Care and Disability Insurance product sales. The role will focus on strategic engagement, consultative selling, and delivering best-in-class support to independent advisors, broker-dealers, RIAs, and multi-line producers.

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.

• Life, Variable Life, Series 6 or 7, and or Series 24, or Series 63 at a minimum

Responsibilities:

• Recruit new financial professionals and re-engage inactive producers

• Build deep penetration within assigned entities and territories

• Foster and enhance relationships with traditional insurance agents, broker-dealers, RIA’s producer groups and P&C firms while continuing to recruit new relationships

• Drive target premium sales through third-party producers

• Drive sales by promoting Life, Long-Term Care and Disability Insurance products and collaborate with annuity team through cross-referrals

• Implement company supported sales concepts aligned with compliance and industry standards

• Provide expert case design and sales presentation support

• Engage in continuous training, practice enhancement, and peer support programs

• Collaborate with New Business, Underwriting and Marketing teams for carrier/product recommendations and pricing alternatives

• Leverage CRM/Sales Force tools for reporting, documentation, and customer profiling

• Meet or exceed stated production expectations

Basic Requirements:

• Minimum 8-10 years in life insurance sales, wholesaling, or brokerage territory management experience

• Strong interpersonal, verbal, and written communication skills

• Strategic planning and relationship management

• Familiarity with CRM/Sales Force

• Familiarity with the Life Insurance Underwriting process

• Self-starter, actively pursuing sales outlets and opportunities

• Demonstrated confidence and tenacity to strengthen and continue client relationships

• Strong presentation skills for internal teams, executives, and clients

• Ability to present concepts to groups of varying sizes

• Proven success in working with financial professionals in a brokerage capacity

Preferred Requirements:

• CLU, ChFC, CFP preferred

• Willingness to continue with designations

• Ability to travel