Sales Vice President

September 20, 2024

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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.