Director, Strategic Accounts - REMOTE

Advisor Group; Birmingham (AL); Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off

Volunteer days

Job summary

Osaic is hiring a Director of Strategic Accounts to manage key relationships and drive top-down initiatives across Sales Management, Operations, and IT. The role emphasizes analytics for distribution channels and a salary plus incentive compensation.

The candidate will report to the Head of Strategic Accounts and lead cross-functional projects, with heavy emphasis on account growth and partner collaboration. US-based remote work options are available.

Qualifications

• Bachelor’s degree in business, insurance, or finance is required.
• Postgraduate degree or financial certifications are a plus.

Responsibilities

• Serve as primary day-to-day contact and relationship manager for Strategic Account clients.
• Drive top-down business development initiatives with account heads and Sales Management.
• Collaborate with Sales Management on VP engagement, account lead initiatives, and territory analysis.
• Perform business development with Account COIs alongside the Sales Team.
• Lead account-specific initiatives like VP huddles, targeted campaigns, and in-market meetings.
• Identify growth opportunities within accounts and coordinate with Head of Strategic Accounts.

Skills

Relationship management

Account management

Project management

Communication skills

Problem solving

Education

Bachelor's degree in business/insurance/finance

Postgraduate degree or financial certifications (CLU/ChFC/ CFP)

Tools

MS Office

Job description

REMOTE Sales Management Opportunity in Insurance Industry

Director, Strategic Accounts

Location(s): All Locations/Remote

Role Type: Full time

Salary: $$70,000 - $80,000 per year + Sales Incentive Compensation

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

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, 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:

Reporting directly to the Head of Strategic Accounts, the position is responsible for managing account relationships with Highland’s National Account partners and leading top-down projects & initiatives with Sales Management, Operations, Commissions, and IT teams. Overall responsibility for business analytics for distribution channel. Position will consist of mainly salary, but there will be a smaller incentive comp component.

Education Requirements:

• Bachelor's degree in business, insurance, finance or related field
• Additional postgraduate degree and/or financial certifications (i.e. CLU, ChFC, CFP) are a plus.

Responsibilities:

• Responsible for being a primary day-to-day contact and relationship manager for specific Strategic Account corporate customers as well as a primary contact for the Highland sales team on dedicated account matters.
• Become the differentiator for Highland in the marketplace by driving proactive top-down business development initiatives in partnership with the account heads and Sales Management.
• Works with Sales Management on Sales VP engagement with accounts, account lead initiatives, carrier partnership initiatives, and VP territory analysis and reassignments with an overall goal to increase advisor penetration rate inside the accounts
• Perform Business Development with Account COIs alongside Sales Team where needed
• Running point on account specific initiatives such as Internal VP Huddle Calls, targeted marketing campaigns and in-market meetings
• Primary point to identify potential growth opportunities within the account and strategize with Head of Strategic Accounts on how to capitalize on the opportunity
  • i.e. additional product lines, expansion of digital resources, marketing capabilities
• Ownership of Sales VP territory and account assignments alongside Head of Strategic Accounts and Sales Management
• Creation and maintenance of Account Partnership Business Plans that are made in conjunction with Strategic Account Partners
• Onboards new Sales VPs on account landscape, suitability and compliance rules and provides ideas on how to start working in the account using the Account Playbook
• Provide reporting and support table stakes to the account during a monthly management call
  • i.e. Dashboard analytics, VP activity synopsis, field conflict resolution

Basic Requirements:

• Previous experience in insurance relationship management, banking or general agency brokerage is highly desirable. Combined disciplines in the above will take preference.
• Excellent project management skills.
• Adept in technical writing along with quality assurance (i.e. ability to develop marketing materials or process guides for external use)
• Advanced knowledge of standard MS Office suite.
• Ability to quickly learn new software platforms in conjunction with the role requirement.
• Ability to understand the products and terminology of HCB product carriers and broker dealer customers.
• Must understand and articulate insurance compensation arrangements.
• Ability to read, analyze and interpret common journals, financial reports and legal documents.
• Ability to respond to common inquiries from producers, carriers, and other staff members.
• Ability to effectively present information to producers, carriers, and management representatives.
• Ability to define problems, collect data, establish facts and draw valid conclusions. Must be able to interpret extensive variety of instructions in verbal or diagram form.
• Effective and desirable interpersonal and presentation skills are critical, as this is a relationship management position.
• Ability to work as a team player; must be able to work without close supervision and demonstrate a positive and professional attitude.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.