Sales Vice President Highland Capital Brokerage

The Mosaic Company
US - California - Calabasas
March 26, 2024

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

Sales Vice President, Highland Capital Brokerage

Location(s): Southern California

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 Sales Vice President 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 Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance. Our goal is to help you grow as an individual and leader in your field and community while transforming those around you as well.

Responsibilities

Learn and deliver specific company supported sales concepts in a manner consistent with industry, company, and customer compliance standards
Generate sales of significant target premium through third party producers
Provide both point-of-sale and post-sale support for producer and client relationships
Create, maintain, and enhance relationships with independent retail producers, institutional account offices and their branch managers, and insurance specialists
Participate in year-round regular training and practice enhancement programs, and peer-support study groups
Provide expert assistance to producers in case design and sales presentations
Work with appropriate new business and marketing staff members to recommend appropriate carrier, product and pricing alternatives
Work with provided CRM technology for reporting and documentation purposes
Determine and develop customer profile strategies to assist producers at both institutional and independent outlets to maximize sales opportunities with current and prospective clients
All other duties as assigned

Education Requirements

Bachelor's degree preferred. High school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.

Basic Requirements

Minimum of high school diploma or equivalent is required
3+ years of life insurance sales and/or wholesaling experience
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

Preferred Requirements

Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses

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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Read the full job description and apply online on the recuiter's web-site

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