Sales Vice President, Highland Capital Brokerage

Osaic; Elm Grove (NY); Hybrid; USD 75,000 - 150,000; Full time

Job summary

An established industry player is seeking a Sales Vice President specializing in Life Insurance. This dynamic role involves managing client relationships, building distribution channels, and driving premium sales through innovative strategies. The company emphasizes exceptional client service and supports financial advisors in providing top-tier life and longevity planning. With a hybrid work environment, this position offers the opportunity to thrive in a collaborative atmosphere while enhancing your career and community leadership. If you are passionate about sales and client engagement, this is the perfect opportunity for you.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401k

Vacation

Sick Leave

Volunteer Days

Qualifications

• Over 3 years of experience in life insurance sales or wholesaling.
• Proactive in seeking sales opportunities and building relationships.
• Knowledge of underwriting and case re-analysis.

Responsibilities

• Implement sales concepts aligned with industry and compliance standards.
• Drive premium sales through third-party producers.
• Develop relationships with retail producers and institutional offices.

Skills

Life Insurance Sales

Client Relationship Management

Sales Strategy Development

Insurance Products Knowledge

CRM Usage

Education

Bachelor's Degree

High School Diploma with Experience

Tools

CRM Software

Job description

Life Insurance Sales Opportunity with Highland Capital Brokerage

Sales Vice President, Highland Capital Brokerage

Location(s):

3535 Grandview Pkwy., Suite 500, Birmingham, AL 35243
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 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, remote applicants residing in Southern CA, WA, OR, NYC and Upstate NY, Texas, Western PA, IN, MN, MO, KY, Northern CA, Cleveland OH are encouraged to apply.

Role Type: Full time

Compensation: $75,000 - $150,000 expected first-year earnings, including a draw and uncapped commissions with high earning potential. Additional benefits include health, vision, dental insurance, 401k, vacation, sick leave, volunteer days, and more. More details are available at: https://careers.osaic.com/Creative/Benefits

Summary:

Highland Capital Brokerage focuses on exceptional client service, supporting financial advisors in providing top-tier life, annuity, and longevity planning. We aim to foster growth and leadership in our team members and community.

Are you ready to elevate your career?

We are seeking a Sales Vice President specializing in Life Insurance. This role involves managing client relationships and workload with dynamic strategies and support. Responsibilities include building distribution channels through institutional clients and independent producers, aiming to grow as a professional and community leader.

Responsibilities:

• Implement sales concepts aligned with industry, company, and compliance standards.
• Drive premium sales through third-party producers.
• Support point-of-sale and post-sale activities, maintaining producer and client relationships.
• Develop relationships with retail producers, institutional offices, and insurance specialists.
• Participate in ongoing training and peer support groups.
• Assist in case design and sales presentations.
• Collaborate on carrier, product, and pricing strategies with marketing teams.
• Use CRM for reporting and documentation.
• Develop strategies to maximize sales opportunities.
• Perform other duties as assigned.

Education Requirements:

• Bachelor's degree preferred; high school diploma or equivalent with significant experience will be considered.

Basic Requirements:

• Over 3 years of experience in life insurance sales or wholesaling, focusing on client interactions and personal production.
• Proactive in seeking sales opportunities and building relationships.
• Confident and persistent in client relationship management.
• Knowledge of underwriting and case re-analysis.
• Intermediate to advanced knowledge of insurance products and planning techniques.
• Ability to present concepts to groups of 2-50 people.
• Designations/licenses such as CLU, ChFC, CFP, Series 7/24/6/63, Life, Accident & Health licenses.

Preferred Requirements:

• Experience working with financial advisors, institutional relationships, and RIAs is a plus.