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For Companies At a Glance
- Tasks: Engage with clients and support VPs to drive sales and develop business plans.
- Company: Join Highland Capital Brokerage, a dynamic member of Osaic in the financial services sector.
- Benefits: Enjoy a competitive salary, remote work options, and potential for growth within the company.
- Why this job: This role offers hands-on experience in sales and a chance to make an impact in financial services.
- Qualifications: A degree in financial services is preferred; practical experience and a Life and Health License are essential.
- Other info: Ideal for self-motivated individuals eager to learn and grow in a supportive environment.
The predicted salary is between 42000 - 49000 £ per year.
Overview
Life Insurance Sales Opportunity in Financial Services
Business Development Associate, Highland Capital Brokerage
Location(s): All Locations/Remote
Role Type: Full time
Salary: $60,000 – $70,000 per year + Sales Incentive Compensation
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary
We have an opportunity for a Business Development Associate within Highland Capital Brokerage, a member of Osaic. This role works directly with VPs, Producers and Financial Professionals as a primary focus. Business Development Associates (BDA) are consultative and masterful communicators; organized, infinitely coachable and resilient. The BDA is more proactively focused on producer connectivity versus technical case design and as a result should focus more time and attention on producer interactions driving sales activity and revenue. However, the BDA will provide case design support. The extent to which they do this will vary based on the number and make up of VPs they support. The BDA is an individual who has a keen interest in sales. This associate is considered the second line of support to the VP by A and B producers. C and D producers may consider this individual their primary contact. These individuals may grow into roles such as an AVP or SVP.
Responsibilities
- Partner with the assigned VPs to proactively work with A, B, C & D clients to drive sales activity
- Work closely with the assigned VP to develop and execute their business plan (where applicable)
- Identify sales opportunities within the assigned VP’s existing block of business and contact those producers to generate follow-up activities for the VP (where applicable)
- Facilitate the fulfillment of case design requests (VP, Producer and Advisor Connected) by leveraging the internal team of Sales Support Associates.
- Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
- Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
- Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
- Make recommendations on appropriate products and concepts based on client needs
- Answer application-specific questions with our Producers
- Send applications to our Producers (where applicable)
- Facilitate weekly sales support discussions to ensure all are informed
- Work with our Producers to promote and assist their access to technology
- Input activity, contacts opportunities into CRM, as needed
- Request illustrations based on the specific case request and log in CRM
- Request revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
- Create initial opportunity in CRM as required by the VP
- Store illustrations in consistent manner
- Complete and Follow Up on In-Force Illustration Requests as needed
- Stay informed on available website and collateral material
- Proactively follow-up with advisors on illustrations previously run to generate appointments for the VP to meet as needed
Education Requirements
- Bachelor’s degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered
- Life and Health License is required
Basic Requirements
- 3+ years of related industry experience
- Excellent written and oral communications
- Excellent customer service motivation and abilities
- Self-Motivated, possesses good problem-solving skills
- Ability to multi-task and work requests to completion
- Candidate must demonstrate strong willingness to learn
- Ability to execute tasks in a timely manner
Preferred Requirements
- Series 6
- MS Dynamics CRM proficiency
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Business Development Associate, Highland Capital Brokerage employer: Advisor Group
Contact Detail:
Advisor Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Associate, Highland Capital Brokerage
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in life insurance. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in life insurance products and sales strategies. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Practice your communication skills, as this role requires masterful interaction with producers and clients. Consider role-playing scenarios to enhance your consultative selling approach.
✨Tip Number 4
Research Highland Capital Brokerage and Osaic to understand their business model and values. Tailoring your conversations and questions during interviews to reflect this knowledge can set you apart from other candidates.
We think you need these skills to ace Business Development Associate, Highland Capital Brokerage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development and sales. Use keywords from the job description, such as 'consultative', 'communication', and 'sales activity' to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for sales and your ability to work with financial professionals. Mention specific examples of how you've driven sales or supported teams in previous roles.
Highlight Relevant Skills: Emphasise skills that align with the job requirements, such as problem-solving, customer service, and the ability to multi-task. Provide concrete examples of how you've applied these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Advisor Group
✨Know Your Products
Familiarise yourself with the life insurance products and services offered by Highland Capital Brokerage. Being able to discuss these confidently will show your genuine interest in the role and your preparedness for the interview.
✨Demonstrate Consultative Skills
As a Business Development Associate, you'll need to be a masterful communicator. Prepare examples of how you've successfully engaged with clients or colleagues in a consultative manner, highlighting your ability to listen and respond to their needs.
✨Showcase Your Resilience
The role requires someone who is resilient and coachable. Be ready to share experiences where you've faced challenges in sales or client interactions and how you overcame them. This will illustrate your ability to adapt and grow.
✨Prepare Questions for Your Interviewers
Have thoughtful questions ready for the interviewers about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you assess if the company is the right fit for you.
