Osaic
Business Development Associate, Highland Capital Brokerage
Osaic, Birmingham, Alabama, United States, 35275
Business Development Associate, Highland Capital Brokerage
Join to apply for the Business Development Associate, Highland Capital Brokerage role at Osaic.
Life Insurance Sales Opportunity in Financial Services.
Location(s):
All Locations/Remote
Role Type:
Full time
Salary:
$60,000 - $70,000 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. Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We have an opportunity for a Business Development Associate within Highland Capital Brokerage, a member of Osaic. This role works directly with VPs, Producers and Financial Professionals as a primary focus. Business Development Associates (BDA) are consultative and masterful communicators; organized, infinitely coachable and resilient. The BDA is more proactively focused on producer connectivity versus technical case design and as a result should focus more time and attention on producer interactions driving sales activity and revenue. However, the BDA will provide case design support. The extent to which they do this will vary based on the number and make up of VPs they support. The BDA is an individual who has a keen interest in sales. This associate is considered the second line of support to the VP by A and B producers. C and D producers may consider this individual their primary contact. These individuals may grow into roles such as an AVP or SVP.
Education Requirements
Bachelor’s degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered
Life and Health License is required
Responsibilities
Partner with the assigned VPs to proactively work with A, B, C & D clients to drive sales activity
Work closely with the assigned VP to develop and execute their business plan (where applicable)
Identify sales opportunities within the assigned VP’s existing block of business and contact those producers to generate follow-up activities for the VP (where applicable)
Facilitate the fulfillment of case design requests (VP, Producer and Advisor Connected) by leveraging the internal team of Sales Support Associates.
Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
Make recommendations on appropriate products and concepts based on client needs
Answer application-specific questions with our Producers
Send applications to our Producers (where applicable)
Facilitate weekly sales support discussions to ensure all are informed
Work with our Producers to promote and assist their access to technology
Input activity, contacts opportunities into CRM, as needed
Request illustrations based on the specific case request and log in CRM
Request revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
Create initial opportunity in CRM as required by the VP
Store illustrations in consistent manner
Complete and Follow Up on In-Force Illustration Requests as needed
Stay informed on available website and collateral material
Proactively follow-up with advisors on illustrations previously run to generate appointments for the VP to meet as needed
Basic Requirements
3+ years of related industry experience
Excellent written and oral communications
Excellent customer service motivation and abilities
Self-Motivated, possesses good problem-solving skills
Ability to multi-task and work requests to completion
Candidate must demonstrate strong willingness to learn
Ability to execute tasks in a timely manner
Preferred Requirements
Series 6
MS Dynamics CRM proficiency
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Life Insurance Sales Opportunity in Financial Services.
Location(s):
All Locations/Remote
Role Type:
Full time
Salary:
$60,000 - $70,000 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. Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We have an opportunity for a Business Development Associate within Highland Capital Brokerage, a member of Osaic. This role works directly with VPs, Producers and Financial Professionals as a primary focus. Business Development Associates (BDA) are consultative and masterful communicators; organized, infinitely coachable and resilient. The BDA is more proactively focused on producer connectivity versus technical case design and as a result should focus more time and attention on producer interactions driving sales activity and revenue. However, the BDA will provide case design support. The extent to which they do this will vary based on the number and make up of VPs they support. The BDA is an individual who has a keen interest in sales. This associate is considered the second line of support to the VP by A and B producers. C and D producers may consider this individual their primary contact. These individuals may grow into roles such as an AVP or SVP.
Education Requirements
Bachelor’s degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered
Life and Health License is required
Responsibilities
Partner with the assigned VPs to proactively work with A, B, C & D clients to drive sales activity
Work closely with the assigned VP to develop and execute their business plan (where applicable)
Identify sales opportunities within the assigned VP’s existing block of business and contact those producers to generate follow-up activities for the VP (where applicable)
Facilitate the fulfillment of case design requests (VP, Producer and Advisor Connected) by leveraging the internal team of Sales Support Associates.
Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
Make recommendations on appropriate products and concepts based on client needs
Answer application-specific questions with our Producers
Send applications to our Producers (where applicable)
Facilitate weekly sales support discussions to ensure all are informed
Work with our Producers to promote and assist their access to technology
Input activity, contacts opportunities into CRM, as needed
Request illustrations based on the specific case request and log in CRM
Request revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
Create initial opportunity in CRM as required by the VP
Store illustrations in consistent manner
Complete and Follow Up on In-Force Illustration Requests as needed
Stay informed on available website and collateral material
Proactively follow-up with advisors on illustrations previously run to generate appointments for the VP to meet as needed
Basic Requirements
3+ years of related industry experience
Excellent written and oral communications
Excellent customer service motivation and abilities
Self-Motivated, possesses good problem-solving skills
Ability to multi-task and work requests to completion
Candidate must demonstrate strong willingness to learn
Ability to execute tasks in a timely manner
Preferred Requirements
Series 6
MS Dynamics CRM proficiency
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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