Sales Vice President – Highland Capital Brokerage
| Company | Osaic |
|---|---|
| Location | Birmingham, AL, USA, Scottsdale, AZ, USA, Atlanta, GA, USA, Papillion, NE, USA, St. Petersburg, FL, USA, Woodbury, MN, USA |
| Salary | $75000 – $150000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
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.
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.
Preferred Qualifications
- Worked with financial advisors inside institutional relationships and RIA’s a plus.