Osaic Careers
Sales Management Opportunity in Insurance Industry
Director, Strategic Accounts (Highland Capital Brokerage)
Location(s): All Locations/Remote
Role Type: Full time
Salary: $70,000 - $80,000 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.
Summary:
Reporting directly to the Head of Strategic Accounts, the position is responsible for managing account relationships with Highland’s National Account partners and leading top-down projects & initiatives with Sales Management, Operations, Commissions, and IT teams. Overall responsibility for business analytics for distribution channel. Position will consist of mainly salary, but there will be a smaller incentive comp component.
Responsibilities:
Responsible for being a primary day to day contact and relationship manager for specific Strategic Account corporate customers as well as a primary contact for the Highland sales team on dedicated account matters.Become the differentiator for Highland in the marketplace by driving proactive top-down business development initiatives in partnership with the account heads and Sales Management.Works with Sales Management on Sales VP engagement with accounts, account lead initiatives, carrier partnership initiatives, and VP territory analysis and reassignments with an overall goal to increase advisor penetration rate inside the accountsPerform Business Development with Account COIs alongside Sales Team where neededRunning point on account specific initiatives such as Internal VP Huddle Calls, targeted marketing campaigns and in-market meetingsPrimary point to identify potential growth opportunities within the account and strategize with Head of Strategic Accounts on how to capitalize on the opportunityie. additional product lines, expansion of digital resources, marketing capabilities Ownership of Sales VP territory and account assignments alongside Head of Strategic Accounts and Sales ManagementCreation and maintenance of Account Partnership Business Plans that are made in conjunction with Strategic Account PartnersOnboards new Sales VPs on account landscape, suitability and compliance rules and provides ideas on how to start working in the account using the Account PlaybookProvide reporting and support table stakes to the account during a monthly management callie. Dashboard analytics, VP activity synopsis, field conflict resolutionEducation Requirements:
Bachelor's degree in business, insurance, finance or related fieldAdditional post-graduate degree and/or financial certifications (i.e. CLU, ChFC, CFP) are a plus.Basic Requirements:
Previous experience in insurance relationship management, banking or general agency brokerage is highly desirable. Combined disciplines in the above will take preference.Excellent project management skills.Adept in technical writing along with quality assurance (i.e. ability to develop marketing materials or process guides for external use)Advanced knowledge of standard MS Office suite.Ability to quickly learn new software platforms in conjunction with the role requirement.Ability to understand the products and terminology of HCB product carriers and broker dealer customers.Must understand and articulate insurance compensation arrangements.Ability to read, analyze and interpret common journals, financial reports and legal documents.Ability to respond to common inquiries from producers, carriers, and other staff members.Ability to effectively present information to producers, carriers, and management representatives.Ability to define problems, collect data, establish facts and draw valid conclusions. Must be able to interpret extensive variety of instructions in verbal or diagram form.Effective and desirable interpersonal and presentation skills are critical, as this is a relationship management position.Ability to work as a team player; must be able to work without close supervision and demonstrate a positive and professional attitude. Read Less Osaic Careers
Business Development Opportunity in Financial Services
VP Business Development
Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third Street North, Oakdale, MN 55128
877 Executive Center Drive West, St. Petersburg, FL 33702
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.
Role Type: Full time
Salary: $100,000 - $125,000 per year + sales incentive compensation, paid quarterly.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Summary:
At Osaic, our Business Development team plays the integral role of driving organic growth for the company. We’re seeking a qualified VP of Business Development to help us increase the number of our new financial advisor affiliations and meet and exceed our recruitment goals. The VP of Business Development will have a strong understanding of the sales process, excelling at building relationships and closing deals. The ideal candidate will possess a strong competitive spirit, the ability to showcase our wealth management solutions in a compelling way and be a quick learner with strong negotiating skills.
Responsibilities:
Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises.
Meet quarterly and annual sales goals through the successful implementation of consultative selling tactics.
Nurture new leads and build relationships with qualified Financial Advisors and Enterprises and actively manage a sales pipeline through execution of the sales process.
Develop and implement a territory action plan through territory analysis, prospect research, and goal setting.
Daily, conduct research and prospecting activities, set discovery meetings, run home office visits and other virtual presentations, work with internal team members to oversee due diligence actions, negotiate deals, and close new business.
Use a mixture of consultative selling skills and company and industry knowledge to become a trusted advisor to prospects and answer questions.
Actively develop relationships with product sponsors, wholesalers, and other centers of influence to expand your pool of prospects.
Work across the Osaic to develop relationships with internal stakeholders and partners to drive efficient and effective processes and a five-star prospect experience.
Actively use Salesforce to track activities, manage leads, develop new opportunities, and build strong pipelines.
Work closely with Business Development team members and management to foster peer-to-peer best practice sharing and coaching.
Other duties as assigned
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.
Basic Requirements:
Minimum 10+ years of experience in the financial services industry
Track record of successful sales/recruiting in the financial industry
Ability to influence high-level decision makers
Thorough knowledge of wealth management products and operations
Strong understanding of the financial services industry
Sales and marketing experience with financial and analytical acumen
Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM’s; ability to learn and demonstrate proprietary systems
Strong focus on customer service
Ability to stay organized and balance and prioritize multiple priorities
Strong public speaking skills
Ability to work across teams to achieve goals
Strong oral and written communication skills
Decision-making, particularly in a high-growth and risk-charged environment
Ability to travel up to 25% of the time.
Preferred Requirements:
FINRA Series 7, 24, and 65 /66 preferred
Life/Health insurance license
Project management skills
Read Less Osaic Careers
Life Insurance Sales Opportunity with Highland Capital Brokerage
Sales Vice President, Highland Capital Brokerage
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 the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants residing in Southern CA, WA, OR, NYC and Upstate NY, Texas, Western PA, IN, MN, MO, KY, Northern CA, Cleveland OH.
Role Type: Full time
Compensation: $75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Summary:
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 Sales Vice President 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 Sales Vice President 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.
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.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.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. Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling 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 forIntermediate level to advanced knowledge of insurance products and technical planning techniquesDemonstrate 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 licensesPreferred Requirements:
Worked with financial advisors inside institutional relationships and RIA’s a plus. Read Less