Advisor Group
Brokerage Director, Highland Capital Brokerage
Advisor Group, Birmingham, Alabama, United States, 35275
Be a part of the team behind our success!
All financial services distribution companies are not created equal. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
Life Insurance Sales Opportunity with Highland Capital Brokerage Brokerage Director, Highland Capital Brokerage Location(s): All Locations & Remote 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.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, 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 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 Brokerage Director 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 Brokerage Director role is responsible for recruiting, developing, and managing relationships with financial professionals to drive Life Insurance, Long-Term Care and Disability Insurance product sales. The role will focus on strategic engagement, consultative selling, and delivering best‑in‑class support to independent advisors, broker‑dealers, RIAs, and multi‑line producers.
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.
Life, Variable Life, Series 6 or 7, and or Series 24, or Series 63 at a minimum
Responsibilities
Recruit new financial professionals and re‑engage inactive producers
Build deep penetration within assigned entities and territories
Foster and enhance relationships with traditional insurance agents, broker‑dealers, RIA’s producer groups and P&C firms while continuing to recruit new relationships
Drive target premium sales through third‑party producers
Drive sales by promoting Life, Long‑Term Care and Disability Insurance products and collaborate with annuity team through cross‑referrals
Implement company supported sales concepts aligned with compliance and industry standards
Provide expert case design and sales presentation support
Engage in continuous training, practice enhancement, and peer support programs
Collaborate with New Business, Underwriting and Marketing teams for carrier/product recommendations and pricing alternatives
Leverage CRM/SalesForce tools for reporting, documentation, and customer profiling
Meet or exceed stated production expectations
Basic Requirements
Minimum 8–10 years in life insurance sales, wholesaling, or brokerage territory management experience
Strong interpersonal, verbal, and written communication skills
Strategic planning and relationship management
Familiarity with CRM/SalesForce
Familiarity with the Life Insurance Underwriting process
Self‑starter, actively pursuing sales outlets and opportunities
Demonstrated confidence and tenacity to strengthen and continue client relationships
Strong presentation skills for internal teams, executives, and clients
Ability to present concepts to groups of varying sizes
Proven success in working with financial professionals in a brokerage capacity
Preferred Requirements
CLU, ChFC, CFP preferred
Willingness to continue with designations
Ability to travel
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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All financial services distribution companies are not created equal. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
Life Insurance Sales Opportunity with Highland Capital Brokerage Brokerage Director, Highland Capital Brokerage Location(s): All Locations & Remote 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.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, 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 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 Brokerage Director 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 Brokerage Director role is responsible for recruiting, developing, and managing relationships with financial professionals to drive Life Insurance, Long-Term Care and Disability Insurance product sales. The role will focus on strategic engagement, consultative selling, and delivering best‑in‑class support to independent advisors, broker‑dealers, RIAs, and multi‑line producers.
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.
Life, Variable Life, Series 6 or 7, and or Series 24, or Series 63 at a minimum
Responsibilities
Recruit new financial professionals and re‑engage inactive producers
Build deep penetration within assigned entities and territories
Foster and enhance relationships with traditional insurance agents, broker‑dealers, RIA’s producer groups and P&C firms while continuing to recruit new relationships
Drive target premium sales through third‑party producers
Drive sales by promoting Life, Long‑Term Care and Disability Insurance products and collaborate with annuity team through cross‑referrals
Implement company supported sales concepts aligned with compliance and industry standards
Provide expert case design and sales presentation support
Engage in continuous training, practice enhancement, and peer support programs
Collaborate with New Business, Underwriting and Marketing teams for carrier/product recommendations and pricing alternatives
Leverage CRM/SalesForce tools for reporting, documentation, and customer profiling
Meet or exceed stated production expectations
Basic Requirements
Minimum 8–10 years in life insurance sales, wholesaling, or brokerage territory management experience
Strong interpersonal, verbal, and written communication skills
Strategic planning and relationship management
Familiarity with CRM/SalesForce
Familiarity with the Life Insurance Underwriting process
Self‑starter, actively pursuing sales outlets and opportunities
Demonstrated confidence and tenacity to strengthen and continue client relationships
Strong presentation skills for internal teams, executives, and clients
Ability to present concepts to groups of varying sizes
Proven success in working with financial professionals in a brokerage capacity
Preferred Requirements
CLU, ChFC, CFP preferred
Willingness to continue with designations
Ability to travel
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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