Brokerage Director, Highland Capital Brokerage

Advisor Group; Myrtle Point (OR); Remote; USD 75,000 - 150,000; Full time

Job summary

A financial services organization seeks a Brokerage Director specializing in Life Insurance to lead recruitment and sales efforts. This role will manage client relationships and drive product sales in Life, Long-Term Care, and Disability Insurance. Candidates should have significant experience in life insurance sales, strong communication skills, and familiarity with CRM tools. Competitive compensation with excellent earning potential offered.

Benefits

Health insurance

401k

Vacation and sick time

Volunteer days

Qualifications

• Minimum 8-10 years in life insurance sales, wholesaling, or brokerage territory management experience.
• Strong verbal and written communication skills are essential.
• Must have a proven track record with financial professionals.

Responsibilities

• Recruit new financial professionals and re-engage inactive producers.
• Drive sales by promoting Life, Long-Term Care and Disability Insurance products.
• Collaborate with New Business, Underwriting, and Marketing teams for product recommendations.

Skills

Strong interpersonal skills

Strategic planning

Self-starter

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

Overview

Be a part of the team behind our success! 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 first-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: 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 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.

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

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

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

Current Employees and Contractors Apply Here