Logo
Osaic

Sales Vice President, Highland Capital Brokerage

Osaic, Chicago

Save Job

Current Employees and Contractors Apply Here

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 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, remote applicants residing in Southern CA, WA, OR, NYC and 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 1st year earnings in a draw plus uncapped commission with excellent earning potential. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days, and more. Details available at:

Summary:

Highland Capital Brokerage aims to serve clients with exceptional service, supporting financial advisors in providing life, annuity, and longevity planning. We focus on professional success and community impact.

Are you ready to elevate your career?

We are seeking a Sales Vice President specializing in Life Insurance. This role involves managing clients and workloads with dynamic strategies and support. Responsibilities include building distribution channels from institutional clients and successful independent producers through life insurance sales. We promote growth as individuals and leaders within your community.

Responsibilities:

  • Implement sales concepts aligned 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 and maintain relationships with independent retail producers, institutional offices, and insurance specialists.
  • Engage in ongoing training and peer-support programs.
  • Assist in case design and sales presentations for producers.
  • Collaborate on carrier, product, and pricing recommendations with marketing teams.
  • Utilize CRM tools for reporting and documentation.
  • Develop strategies to maximize sales opportunities.
  • Perform other duties as assigned.

Education Requirements:

  • Bachelor's degree preferred; high school diploma or equivalent required. Significant experience may be considered in lieu of degree.

Basic Requirements:

  • Over 3 years of experience in life insurance sales or wholesaling, with emphasis on client interactions and personal production.
  • Proactive in seeking sales opportunities and creating relationships.
  • Confidence and persistence 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 effectively to groups of 2-50 people.
  • Designations such as CLU, ChFC, CFP; Series licenses and Life, Accident & Health licenses preferred.

Preferred Requirements:

  • Experience working with financial advisors, RIAs, and institutional relationships is a plus.
#J-18808-Ljbffr