Sales Vice President, Highland Capital Brokerage

Osaic Wealth, Inc.; Atlanta (GA); On-site; USD 75,000 - 150,000; Full time

Job summary

An established industry player is seeking a Sales Vice President to lead efforts in delivering exceptional client service and driving sales growth. This role focuses on building strong relationships with financial advisors and clients, implementing effective sales strategies, and leveraging CRM technology to maximize opportunities. The ideal candidate will have a proven track record in life insurance sales, a deep understanding of insurance products, and the ability to present concepts effectively. Join a dynamic team where your contributions will significantly impact the success of financial advisors and their clients, while enjoying a competitive compensation package that rewards your efforts.

Benefits

Health insurance

Vision insurance

Dental insurance

401k

Vacation time

Sick time

Volunteer days

Qualifications

• 3+ years in life insurance sales with client-facing interactions.
• Strong knowledge of insurance products and planning techniques.

Responsibilities

• Drive sales through third-party producers and support client relationships.
• Engage in continuous training and provide expert case design assistance.

Skills

Client-facing sales experience

Relationship building

Sales strategy implementation

Insurance product knowledge

Presentation skills

Education

Bachelor’s degree

High school diploma or equivalent

Tools

CRM technology

Job description

Sales Vice President, Highland Capital Brokerage

Join to apply for the Sales Vice President, Highland Capital Brokerage role at Osaic.

Location(s): Residing in Southern CA, WA, OR, NYC and Upstate NY, Texas, Western PA, IN, MN, MO, KY, Northern CA, Cleveland OH; REMOTE OFFICE

Role Type: Full time

Compensation: $75,000 - $150,000 expected 1st 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.

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.

Responsibilities

• Implement company-supported sales concepts in alignment with industry, company, and compliance standards.
• Drive substantial target premium sales through third-party producers.
• Offer point-of-sale and post-sale support, nurturing producer and client relationships.
• Cultivate and enhance relationships with independent retail producers, institutional account offices, branch managers, and insurance specialists.
• Engage in continuous training, practice enhancement programs, and peer-support study groups.
• Provide expert assistance in case design and sales presentations to producers.
• Collaborate with new business and marketing teams to recommend carrier, product, and pricing alternatives.
• Leverage CRM technology for reporting and documentation.
• Develop customer profile strategies to maximize sales opportunities with current and prospective clients.
• Perform other duties as assigned.

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.

Basic Requirements

• Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale interactions and/or personal production in life insurance planning.
• Self-starter, actively pursuing sales outlets and opportunities, and creating new relationships that result in sales and increased target premiums.
• Demonstrate confidence and tenacity to continue to strengthen relationships with clients.
• Knowledge of new business and underwriting process with the ability to effectively re-analyze the case when it is different than applied for.
• Intermediate level to advanced knowledge of insurance products and technical planning techniques.
• Demonstrate ability to effectively present concepts to groups ranging in size from 2-50 people.
• Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses.

Preferred Requirements

• Worked with financial advisors inside institutional relationships and RIA’s a plus.

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.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales