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Osaic Careers
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 regional and travel requirements, remote applicants residing in Southern CA, WA, OR, NYC, 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 in a draw plus uncapped commission with excellent earning potential. Additional benefits include health, vision, dental insurance, 401k, vacation and sick leave, volunteer days, and more. Details available at: https://careers.osaic.com/Creative/Benefits
Summary:
Highland Capital Brokerage aims to serve clients with exceptional service, supporting financial advisors in providing top-tier life, annuity, and longevity planning. We seek a Sales Vice President specializing in Life Insurance to manage clients and workloads with dynamic strategies and support, building distribution through the sale of Life Insurance. Our goal is to foster growth as an individual and leader within your community.
Responsibilities:
1. Implement sales concepts aligning with industry, company, and compliance standards.
2. Drive target premium sales through third-party producers.
3. Provide point-of-sale and post-sale support, nurturing relationships.
4. Build relationships with retail producers, institutional offices, branch managers, and insurance specialists.
5. Participate in training, practice programs, and peer groups.
6. Assist in case design and sales presentations.
7. Collaborate on carrier, product, and pricing recommendations.
8. Utilize CRM tools for reporting and documentation.
9. Develop strategies to maximize sales with current and prospective clients.
10. Perform additional duties as assigned.
Education Requirements:
* Bachelor's degree preferred; significant experience may substitute. Minimum of high school diploma or equivalent required.
Basic Requirements:
* Over 3 years in life insurance sales or wholesaling with client-facing experience and personal production emphasis.
* Self-motivated, actively 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, RIAs, and institutional relationships is a plus.
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