Remote Associate SVP – Life Insurance Growth & Partnerships

Advisor Group Inc.; Birmingham (AL); On-site; USD 50,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Highland Capital Brokerage, a part of Osaic, seeks an Associate Sales Vice President to expand relationships with independent financial professionals and advisors nationwide, focusing on life, annuity, and longevity planning.

In-market AVPs provide point-of-sale support, drive target premiums, and collaborate with Signature VP leadership to deliver tailored solutions while ensuring compliance and robust client service.

Qualifications

• Bachelor’s degree preferred; high school diploma with significant experience considered.
• Life & Health Insurance License.
• 5+ years brokerage New Business or Life Insurance company experience.
• Strong written and verbal communication and customer service skills.
• Sales-oriented mindset and ability to work in a team and independently.
• Multi-carrier insurance product experience.
• Familiarity with Salesforce to manage activities, client information and leads.

Responsibilities

• Provide point of sale assistance to independent financial professionals and clients to identify planning needs and insurance-based solutions.
• Implement company-supported sales concepts in alignment with industry, company, and compliance standards.
• Promote and facilitate sales of Life Insurance, LTC, and DI by prospecting within the assigned in-market professionals.
• Partner with in-market Vice Presidents to provide point of sale assistance to shared contacts and accounts.
• Guide and assist financial professionals on full application completion or Marketplace usage when appropriate.
• Engage in continuous and regular training and peer support groups.
• Provide status updates to financial professionals and internal stakeholders.
• Coordinate telephone interviews between carriers and clients.
• Provide expert assistance to financial professionals in case design and sales presentations.
• Meet minimum NHOR targets as determined by the line of business focus.
• Understand and adhere to compliance and Suitability rules with SEC, FINRA and DOL regulations.
• Collaborate with internal teams such as New Business and Sales Support for case design and pricing.
• Collaborate with professionals and clients regarding medical and underwriting requirements and ensure timely completion of items.
• Proactively reach out to established professionals to develop additional cases.

Skills

Communication skills

Customer service

Sales mindset

Time management

Team player

Independent work

Sales experience

Education

Bachelor’s degree preferred

Life & Health Insurance License

High school diploma acceptable with experience

Series 6 & 63 preferred

Tools

Salesforce

Job description

Highland Capital Brokerage, a part of Osaic, seeks an Associate Sales Vice President to expand relationships with independent financial professionals and advisors nationwide, focusing on life, annuity, and longevity planning.

In-market AVPs provide point-of-sale support, drive target premiums, and collaborate with Signature VP leadership to deliver tailored solutions while ensuring compliance and robust client service.