At a Glance
- Tasks: Manage client relationships and drive life insurance sales with innovative strategies.
- Company: Join Highland Capital Brokerage, a leader in financial services distribution.
- Benefits: Earn $75,000 - $150,000 with uncapped commission and remote work flexibility.
- Other info: Dynamic role with continuous training and excellent growth opportunities.
- Why this job: Elevate your career while making a real impact in clients' lives.
- Qualifications: 3+ years in life insurance sales; strong client engagement skills required.
The predicted salary is between 74250 - 90750 £ per year.
Be a part of the team behind our success! All financial services distribution companies are not created equal. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
REMOTE Life Insurance Sales Opportunity with Highland Capital Brokerage.
Compensation: $75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
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 Brokerage Manager 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 Brokerage Manager 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.
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.
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.
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.
Brokerage Manager, Highland Capital Brokerage - REMOTE in Birmingham employer: Advisor Group
Highland Capital Brokerage, part of Osaic, is an exceptional employer that prioritises the growth and success of its employees while fostering a supportive and collaborative work culture. With a remote work model, employees enjoy flexibility and the opportunity to earn competitive compensation through uncapped commissions, alongside continuous training and development programs that empower them to excel in their careers. Join us to be part of a dedicated team that values exceptional client service and innovative solutions in life insurance planning.
StudySmarter Expert Advice🤫
We think this is how you could land Brokerage Manager, Highland Capital Brokerage - REMOTE in Birmingham
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Advisor Group). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Advisor Group. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Brokerage Manager, Highland Capital Brokerage - REMOTE in Birmingham
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Advisor Group.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Advisor Group. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Advisor Group
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Advisor Group to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Advisor Group, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Advisor Group's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
