Director, Strategic Accounts - REMOTE

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Director of Strategic Accounts for remote management of Highland’s National Account partnerships. This role reports to the Head of Strategic Accounts and emphasizes top-down business development across Sales, Operations, Commissions, and IT teams.

The role blends salary with a smaller incentive compensation component and requires strong project management, relationship management, and strategic analytics capabilities.

Qualifications

• 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

• Primary day-to-day contact and relationship manager for specific Strategic Account corporate customers and primary contact for Highland sales team on dedicated account matters.
• Drive proactive top-down business development initiatives in partnership with account heads and Sales Management.
• Collaborate with Sales Management on VP engagement, account lead initiatives, carrier partnership initiatives, and territory analysis and reassignments to increase advisor penetration.
• Own account-specific initiatives such as VP Huddle Calls, targeted marketing campaigns and in-market meetings.
• Identify growth opportunities within accounts and strategize with Head of Strategic Accounts on expanding product lines, digital resources, and marketing capabilities.
• Oversee Sales VP territory and account assignments with Head of Strategic Accounts and Sales Management.
• Create and maintain Account Partnership Business Plans with Strategic Account Partners.
• Onboard new Sales VPs on account landscape, compliance rules and Account Playbook usage.
• Provide reporting and support to accounts during monthly management calls (Dashboard analytics, VP activity synopsis).

Skills

Project management

Presentation skills

Software adaptability

Interpersonal skills

Education

Bachelor's degree in business/insurance/finance or related field

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

Tools

MS Office

Job description

Osaic Careers 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.

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.