Sales Vice President, Life Insurance Brokerage (Remote)

About the role

Osaic is hiring a Sales Vice President for Highland Capital Brokerage, a life insurance brokerage focused on serving clients and supporting financial advisors with life, annuity and longevity planning. The position is remote, full time, and involves managing clients and a workload with customized support. The role builds ongoing distribution from institutional clients and/or successful independent producers.

Key responsibilities

• Implement company-supported sales concepts in line with industry, company and compliance standards.
• Drive substantial target premium sales through third-party producers.
• Offer point-of-sale and post-sale support and nurture producer and client relationships.
• Cultivate relationships with independent retail producers, institutional account offices, branch managers and insurance specialists.
• Take part in training, practice enhancement programs and peer-support study groups.
• Help producers with case design and sales presentations.
• Work with new business and marketing teams to recommend carriers, products and pricing.
• Use CRM technology for reporting and documentation.
• Develop customer profile strategies and perform other duties as assigned.

Required profile

• Bachelor's degree preferred; a high school diploma (or equivalent) with significant experience is considered instead.
• Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale work and personal production.
• Self-starter who pursues sales outlets and creates new relationships.
• Ability to present concepts to groups of 2 to 50 people.
• Preferred: CLU, ChFC or CFP designation, Series 7 and/or 24, Series 6, 63, Life, Accident & Health licenses, and experience working with financial advisors in institutional relationships and RIA's.

Required skills

• Knowledge of the new business and underwriting process, including re-analyzing cases that differ from the application.
• Intermediate to advanced knowledge of insurance products and technical planning techniques.
• CRM use for reporting and documentation.

What we offer

• Expected first-year earnings of $75,000 to $150,000 in a draw, plus uncapped commission.
• Health, vision and dental insurance, 401k, paid time away and volunteer days.