Sales Vice President, Highland Capital Brokerage

Advisor Group; Birmingham; Remote; GBP 56,000 - 112,000; Full time

Job summary

Highland Capital Brokerage, part of Osaic, is seeking a Sales Vice President specializing in Life Insurance. The role focuses on managing institutional and independent producer relationships, delivering tailored life insurance solutions, and driving growth through strategic partnerships.

Remote work is available; candidates should have 3+ years in life insurance sales, strong presentation skills, and appropriate licenses/designations.

Qualifications

• Minimum 3 years in life insurance sales.
• Proven ability to build relationships with producers and clients.
• Strong presentation and case design skills.
• Industry designations desired (CLU/ChFC/ CFP) and relevant licenses.

Responsibilities

• Drive sales through third-party producers and institutional clients.
• Provide point-of-sale and post-sale support.
• Collaborate with marketing and new business teams on carrier/product options.
• Leverage CRM for reporting and pipeline management.
• Develop strategies to maximize premium opportunities.
• Manage client relationships and ongoing service.

Skills

Life insurance sales

Client relations

Group presentations

Self-starter

Education

Bachelor's degree

High school diploma or equivalent

Tools

CRM systems

Job description

Osaic Careers

REMOTE Life Insurance Sales Opportunity with Highland Capital Brokerage

Sales Vice President, 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 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.