Business Development Associate, Highland Capital Brokerage

Advisor Group; Scottsdale (AZ); Remote; USD 60,000 - 70,000; Full time

Job summary

A leading financial services company is seeking a Business Development Associate to support VPs and Producers in driving sales activities. This full-time role requires excellent communication and customer service skills, along with a Bachelor's degree in a relevant field. Responsibilities include facilitating case design requests, maintaining industry knowledge, and generating sales proposals for financial products.

Benefits

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Qualifications

• 3+ years of related industry experience.
• Life and Health License is required.

Responsibilities

• Partner with assigned VPs to drive sales activity.
• Identify sales opportunities within the assigned VP’s existing block.
• Analyze and prepare basic and advanced life sales proposals.

Skills

Excellent written and oral communications

Excellent customer service motivation and abilities

Self-Motivated

Good problem-solving skills

Ability to multi-task

Strong willingness to learn

Education

Bachelor’s degree preferred in financial services, or related field

H.S. Diploma or GED certificate

Tools

MS Dynamics CRM proficiency

Job description

Current Employees and Contractors Apply Here Osaic Careers

Life Insurance Sales Opportunity in Financial Services

Business Development Associate, Highland Capital Brokerage

Location(s): All Locations/Remote

Role Type: Full time

Salary: $60 ,000 - $70,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are 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

Summary:

We have an opportunity for a Business Development Associate within Highland Capital Brokerage, a member of Osaic. This role works directly with VPs, Producers and Financial Professionals as a primary focus. Business Development Associates (BDA) are consultative and masterful communicators; organized, infinitely coachable and resilient. The BDA is more proactively focused on producer connectivity versus technical case design and as a result should focus more time and attention on producer interactions driving sales activity and revenue. However, the BDA will provide case design support. The extent to which they do this will vary based on the number and make up of VPs they support. The BDA is an individual who has a keen interest in sales. This associate is considered the second line of support to the VP by A and B producers. C and D producers may consider this individual their primary contact. These individuals may grow into roles such as an AVP or SVP.

Responsibilities:

• Partner with the assigned VPs to proactively work with A, B, C & D clients to drive sales activity
• Work closely with the assigned VP to develop and execute their business plan (where applicable)
• Identify sales opportunities within the assigned VP’s existing block of business and contact those producers to generate follow-up activities for the VP (where applicable)
• Facilitate the fulfillment of case design requests (VP, Producer and Advisor Connected) by leveraging the internal team of Sales Support Associates.
• Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
• Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
• Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
• Make recommendations on appropriate products and concepts based on client needs
• Answer application-specific questions with our Producers
• Send applications to our Producers (where applicable)
• Facilitate weekly sales support discussions to ensure all are informed
• Work with our Producers to promote and assist their access to technology
• Input activity, contacts opportunities into CRM, as needed
• Request illustrations based on the specific case request and log in CRM
• Request revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
• Create initial opportunity in CRM as required by the VP
• Store illustrations in consistent manner
• Complete and Follow Up on In-Force Illustration Requests as needed
• Stay informed on available website and collateral material
• Proactively follow-up with advisors on illustrations previously run to generate appointments for the VP to meet as needed

Education Requirements:

• Bachelor’s degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered
• Life and Health License is required

Basic Requirements:

• 3+ years of related industry experience
• Excellent written and oral communications
• Excellent customer service motivation and abilities
• Self-Motivated, possesses good problem-solving skills
• Ability to multi-task and work requests to completion
• Candidate must demonstrate strong willingness to learn
• Ability to execute tasks in a timely manner

Preferred Requirements:

• Series 6
• MS Dynamics CRM proficiency

Current Employees and Contractors Apply Here