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- Tasks: Lead life insurance sales and build strong client relationships.
- Company: Join Highland Capital Brokerage, a leader in financial advisory support.
- Benefits: Enjoy competitive pay, health benefits, 401k, and flexible work options.
- Why this job: Grow as a leader while making a real impact in your community.
- Qualifications: 3+ years in life insurance sales; degree preferred but experience counts.
- Other info: Remote applicants from specific regions are encouraged to apply.
The predicted salary is between 60000 - 90000 £ per year.
Location(s): 3535 Grandview Pkwy., Suite 500, Birmingham, AL 35243; 2300 Windy Ridge Parkway, Atlanta, GA 30339; 877 Executive Center Drive West, St. Petersburg, FL 33702; 7755 Third Street North, Oakdale, MN 55128; 12325 Port Grace Boulevard, La Vista, NE 68128; 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255. Remote applicants may potentially be considered for this role.
Schedule: Osaic has returned to a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given regional and travel requirements, remote applicants residing in Southern CA, WA, OR, NYC, Upstate NY, Texas, Western PA, IN, MN, MO, KY, Northern CA, Cleveland OH are encouraged to apply.
Role Type: Full time
Compensation: $75,000 - $150,000 expected first-year earnings in a draw plus uncapped commission with excellent earning potential. Additional benefits include health, vision, dental insurance, 401k, vacation and sick leave, volunteer days, and more.
Summary: Highland Capital Brokerage aims to serve clients with exceptional service, supporting financial advisors in providing top-tier life, annuity, and longevity planning. We seek a Sales Vice President specializing in Life Insurance to manage clients and workloads with dynamic strategies and support, building distribution through the sale of Life Insurance. Our goal is to foster growth as an individual and leader within your community.
Responsibilities:
- Implement sales concepts aligning with industry, company, and compliance standards.
- Drive target premium sales through third-party producers.
- Provide point-of-sale and post-sale support, nurturing relationships.
- Build relationships with retail producers, institutional offices, branch managers, and insurance specialists.
- Participate in training, practice programs, and peer groups.
- Assist in case design and sales presentations.
- Collaborate on carrier, product, and pricing recommendations.
- Utilize CRM tools for reporting and documentation.
- Develop strategies to maximize sales with current and prospective clients.
- Perform additional duties as assigned.
Education Requirements:
- Bachelor's degree preferred; significant experience may substitute.
- Minimum of high school diploma or equivalent required.
Basic Requirements:
- Over 3 years in life insurance sales or wholesaling with client-facing experience and personal production emphasis.
- Self-motivated, actively seeking sales opportunities and building relationships.
- Confident and persistent in client relationship management.
- Knowledge of underwriting and case re-analysis.
- Intermediate to advanced knowledge of insurance products and planning techniques.
- Ability to present concepts to groups of 2-50 people.
- Designations/licenses such as CLU, ChFC, CFP, Series 7/24/6/63, Life, Accident & Health licenses.
Preferred Requirements:
- Experience working with financial advisors, RIAs, and institutional relationships is a plus.
Sales Vice President, Highland Capital Brokerage employer: Osaic
Contact Detail:
Osaic Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Vice President, Highland Capital Brokerage
✨Tip Number 1
Network with professionals in the life insurance industry, especially those who have experience in sales leadership roles. Attend industry events or webinars to connect with potential colleagues and learn about their experiences at Highland Capital Brokerage.
✨Tip Number 2
Familiarise yourself with the latest trends in life insurance sales and distribution strategies. This knowledge will not only help you during interviews but also demonstrate your commitment to staying ahead in the industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully driven sales and built relationships in previous roles. Highlight your achievements and be ready to explain how you can apply those strategies at Highland Capital Brokerage.
✨Tip Number 4
Research Highland Capital Brokerage's values and mission. Understanding their approach to client service and financial advising will allow you to align your responses during interviews and show that you're a great fit for their team.
We think you need these skills to ace Sales Vice President, Highland Capital Brokerage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in life insurance sales and client relationship management. Use specific examples that demonstrate your success in driving sales and building relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your skills align with Highland Capital Brokerage's goals and how you can contribute to their mission of exceptional service.
Highlight Relevant Skills: In your application, emphasise your knowledge of insurance products, underwriting, and case design. Mention any relevant designations or licenses you hold, as these will strengthen your application.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and keeps you on their radar.
How to prepare for a job interview at Osaic
✨Know Your Numbers
As a Sales Vice President, you'll need to demonstrate your understanding of sales metrics and targets. Be prepared to discuss your past sales achievements, including specific figures and how you achieved them.
✨Showcase Relationship Building Skills
This role requires strong relationship management. Prepare examples of how you've successfully built and maintained relationships with clients or partners in the past, highlighting your communication and interpersonal skills.
✨Understand the Industry Landscape
Familiarise yourself with current trends in life insurance and financial services. Being able to discuss industry challenges and opportunities will show your depth of knowledge and commitment to the field.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and strategic thinking. Think about past experiences where you had to overcome obstacles or adapt your approach to meet client needs.
