Sales Vice President, Highland Capital Brokerage

Osaic; Calabasas (CA); Hybrid; USD 75,000 - 150,000; Full time

Job summary

An innovative firm is seeking a Sales Vice President specializing in Life Insurance. This role challenges you to manage clients and develop unique strategies while building distribution from institutional clients. You will be pivotal in nurturing relationships and providing exceptional support to financial advisors. The company fosters an environment of growth and leadership, empowering you to transform both your career and the lives of those around you. With a competitive compensation package and a focus on client success, this opportunity is perfect for driven professionals ready to elevate their careers.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401k Plan

Vacation Time

Sick Time

Volunteer Days

Qualifications

• Over 3 years of experience in life insurance sales required.
• Strong client-facing skills and personal production focus.
• Knowledge of underwriting and insurance products essential.

Responsibilities

• Drive substantial target premium sales through third-party producers.
• Cultivate relationships with independent retail producers.
• Provide expert assistance in case design and sales presentations.

Skills

Life Insurance Sales

Client Relationship Management

Sales Strategy Implementation

Sales Presentations

CRM Technology

Education

Bachelor's Degree

High School Diploma

Tools

CRM Software

Job description

Current Employees and Contractors Apply HereOsaic Careers

Life Insurance Sales Opportunity with Highland Capital Brokerage

Sales Vice President, Highland Capital Brokerage

Location(s):

3535 Grandview Pkwy., Suite 500, Birmingham, AL35243

2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Remote applicants may potentially be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants residing in Southern CA, WA, OR, NYC and Upstate NY, Texas, Western PA, IN, MN, MO, KY, Northern CA, Cleveland OH.

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. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits

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.

Are you ready to elevate your career?

We have an opportunity for a Sales Vice President specializing in Life Insurance. In this role, you will be challenged to manage clients and a workload offering unique, dynamic strategies and customizable support. The Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance. Our goal is to help you grow as an individual and leader in your field and community while transforming those around you as well.

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. Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling 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.

Current Employees and Contractors Apply Here