Osaic Careers
Sales & Operations Opportunity in Insurance Industry
Brokerage Director, Highland Capital Brokerage
Location:ALL LOCATIONS & REMOTE
Role Type: Full-time
Salary: $55,000 - $65,000 per year + Sales Incentive Compensation
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary:
We are seeking a Brokerage Director to join the team within Highland Capital Brokerage, a member of Osaic. This position is primarily responsible for the sale of life, LTC, and DI products to independent broker dealers, registered reps as well as independent agents and agencies. A Brokerage Director is tasked with recruiting and educating new producers on how to incorporate insurance product lines and solutions into their practice. This position will shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. In addition to recruiting new producers, there will be a heavy emphasis on advisor attrition and reoccurring producers.
Education Requirements:
1. Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
2. Prospect advisors within the diverse channels/accounts we work with to bring insurance planning to their clients.
3. Promote and facilitate life insurance, LTC, and DI sales by advisors.
4. Recommend best interest products that adhere to supervision and due diligence standards.
5. Understand the Compliance and Suitability rules of the accounts they’re working within
6. Knowledge of SEC, FINRA and DOL compliance rules and regulations
7. Train and educate on uses of all insurance product lines offered to advisors.
8. Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies.
9. Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing.
Basic Requirements:
10. Insurance license required
11. 5+ years brokerage New Business or Life Insurance company experience is required
12. 3+ years relevant Financial Services Industry experience
13. Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites
14. Business writing skills – Intermediate level
15. Able to learn new technology as needed
16. Strong written and verbal communication and customer service skills
17. Capacity to multi-task and excel in a dynamic, fast-paced environment and adapt to change
Preferred Requirements:
18. Series 6 & 63 or Series 7