Sales Vice President

September 20, 2024

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Osaic

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Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

1001 - 5000 employees

💸 Finance

🤝 B2B

📋 Description

• Highland Capital Brokerage is seeking a Sales Vice President to enhance client service in life insurance sales. • Responsibilities include managing clients, building distribution, and providing expert case design assistance. • The role also involves implementing sales concepts, driving target premium sales, and cultivating relationships with producers.

🎯 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 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.