Associate Sales Vice President, Life Insurance Brokerage (Remote)

About the role

Highland Capital Brokerage, a member company of Osaic, is hiring an Associate Sales Vice President (Associate SVP) to work remotely. The Associate SVP works alongside in-market Signature Vice Presidents as a sales partner focused on expanding relationships and growing the active financial professional base of the VPs they support. They provide point-of-sale assistance to independent producers and financial advisors and their clients, helping drive premium volume and revenue.

Key responsibilities

• Provide point-of-sale assistance to independent financial professionals and their clients to identify planning needs and insurance-based solutions
• Implement company-supported sales concepts in line with industry, company and compliance standards
• Promote and facilitate sales of Life Insurance, LTC and DI by prospecting within the sub-optimized financial professionals assigned to their in-market Signature VP
• Partner with Signature VPs to assist shared contacts and accounts, and guide financial professionals on application completion or Marketplace usage
• Take part in ongoing training, practice enhancement programs and peer support study groups
• Provide status updates to financial professionals and internal stakeholders, coordinate telephone interviews between carriers and clients, and help with case design and sales presentations
• Meet minimum NHOR targets set by the line of business (Life or Annuity)
• Adhere to compliance and suitability rules, including SEC, FINRA and DOL regulations
• Work with New Business and Sales Support teams, and with producers and clients on medical and underwriting requirements
• Reach out proactively to established financial professionals to develop additional cases

Required profile

• Bachelor's degree preferred; a high school diploma (or equivalent) with significant practical experience may be considered instead
• Life and health insurance license
• 5+ years of brokerage new business or life insurance company experience
• Multi-carrier insurance product experience
• Strong written and verbal communication and customer service skills, with a sales-oriented mindset
• Ability to work both in a team and independently, and to build lasting relationships with producers and advisors

Required skills

• Familiarity with Salesforce to manage activities, client information and leads
• Preferred: Series 6 and 63 licenses

What we offer

• Expected first-year earnings of $50,000 to $150,000 in a draw, plus an uncapped commission structure
• Health, vision and dental insurance, 401k, vacation and sick time, and volunteer days