Sales Vice President, Highland Capital Brokerage

Osaic Wealth, Inc.; Maryland; Hybrid; USD 75,000 - 150,000; Full time

Job summary

Join a leading financial services company as a Sales Vice President specializing in Life Insurance. This role focuses on building relationships with clients and driving sales through innovative strategies. The position offers competitive compensation and opportunities for professional growth, perfect for motivated individuals aiming to excel.

Benefits

Health, vision, and dental insurance

401k

Vacation and sick time

Volunteer days

Qualifications

• Minimum of high school diploma or equivalent, with significant experience considered.
• Over 3 years of experience in life insurance sales preferred.
• Demonstrates confidence and tenacity in building client relationships.

Responsibilities

• Implement company-supported sales concepts and drive premium sales.
• Provide support and expert assistance in case design and sales.
• Engage with independent producers and institutional clients.

Skills

Client Engagement

Sales Strategy

Relationship Building

Technical Planning Techniques

Education

Bachelor’s degree preferred

Job description

Sales Vice President, Highland Capital Brokerage

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Sales Vice President, Highland Capital Brokerage

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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 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.
  
  

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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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