Osaic
Vice President of Sales, Highland Capital Brokerage
Osaic, Atlanta, Georgia, United States, 30383
Life Insurance Sales Opportunity with Highland Capital Brokerage for a dynamic Sales professional with a passion for planning Insurance package and its sales to the clients.
Sales Vice President, Highland Capital Brokerage
Location(s): Atlanta, GA
Role Type: Full time (Remote or Hybrid Schedule in Atlanta, GA)
Compensation:
$75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
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.
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.
In market Sales experience of client facing insurance planning/point of sale.
Able to know how to look at a client's financial plan and identify where there are gaps with insurance planning and then be able to package it and put it together and explain it all to the client.
Equal Opportunity EmployerOsaic 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.
Job Type:
Full-time
Pay:
$75,000.00 - $150,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Work Location:
In person
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Sales Vice President, Highland Capital Brokerage
Location(s): Atlanta, GA
Role Type: Full time (Remote or Hybrid Schedule in Atlanta, GA)
Compensation:
$75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
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.
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.
In market Sales experience of client facing insurance planning/point of sale.
Able to know how to look at a client's financial plan and identify where there are gaps with insurance planning and then be able to package it and put it together and explain it all to the client.
Equal Opportunity EmployerOsaic 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.
Job Type:
Full-time
Pay:
$75,000.00 - $150,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Work Location:
In person
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