SVP – Head of Life Brokerage
| Company | Osaic |
|---|---|
| Location | Birmingham, AL, USA, Scottsdale, AZ, USA, Atlanta, GA, USA, Papillion, NE, USA, St. Petersburg, FL, USA, Woodbury, MN, USA |
| Salary | $150000 – $200000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- Bachelor’s degree Required
- Life & Health Insurance License
- FINRA Series 6 and 63
- Work experience in sales or sales management role
- 15+ years of experience in the life insurance industry, with a strong background in brokerage distribution
- Exceptional interpersonal and communication skills, with the ability to influence and build trust across diverse stakeholders
- Strategic thinker with strong business acumen and decision-making capabilities
- Demonstrated success in performance management, coaching and team development
- Familiarity with CRM/Sales Force software
- Results oriented with a history of driving growth and profitability
- Adaptable leader with experience navigating organizational change
- Excellent relationship management skills
Responsibilities
- Lead and manage the life insurance brokerage channel, setting strategic goals and driving execution to grow production and revenue across the division
- Establish and maintain strong relationships with top-producing independent agents and agencies, providing high-level support and partnership to salespeople assigned to those accounts
- Monitor sales metrics and KPI’s and adjust strategies to meet pre-defined targets
- Develop and implement and execute consistent sales strategies tailored to the needs of independent producers, including product positioning, marketing initiatives and competitive differentiation across the Brokerage Sales team
- Provide leadership and mentorship to internal VPs and support team, fostering high performance culture focused on accountability and results
- Develop a producer program for the top-producing advisor community
- Collaborate cross-functionally to ensure a seamless and efficient sales process that aligns with company objectives
- Monitor and manage departmental budgets, expenses, and profitability metrics
- Represent the Brokerage channel in executive leadership discussions and contribute to enterprise-wide distribution strategy
- Champion innovation and continuous improvements in tools, technology, and service models to enhance the agent experience
Preferred Qualifications
- Experience collaborating directly with independent agents and brokerage general agencies (BGA’s)