- Implement company-supported sales concepts in alignment with industry, company, and compliance standards.
- Drive substantial target premium sales through third-party producers.
- Offer point-of-sale and post-sale support, nurturing producer, and client relationships.
- Cultivate and enhance relationships with independent retail producers, institutional account offices, branch managers, and insurance specialists.
- Engage in continuous training, practice enhancement programs, and peer-support study groups.
- Provide expert assistance in case design and sales presentations to producers.
- Collaborate with new business and marketing teams to recommend carrier, product, and pricing alternatives.
- Leverage CRM technology for reporting and documentation.
- Develop customer profile strategies to maximize sales opportunities with current and prospective clients.
- Perform other duties as assigned.
- 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.
- 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
- Worked with financial advisors inside institutional relationships and RIA's a plus.
-
Advisor Group Birmingham, United Kingdom Full timeOsaic Careers · Sales & Operations Opportunity in Insurance Industry · Sr. Advisor Consultant, Highland Capital Brokerage · Location: ALL LOCATIONS & REMOTE · Type: Full-time · Compensation: $55,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based p ...
-
Advisor Group Birmingham, United Kingdom Full timeOsaic Careers · Operations Opportunity in Insurance Industry · Annuity Case Manager, Highland Capital Brokerage · Location(s): Birmingham, AL/ (Remote considered for qualified candidates across U.S.) · Role Type: Full time · Salary: $50,000 - $60,000 per year + annual bonus · ...
-
Business Development Manager
1 week ago
NMS Recruit Birmingham, United Kingdom Full timeBusiness Development Manager · Salary: · £30k-£40k plus commission (up to 40%) · Location: · Nationwide · Our client is a commercial Finance Brokerage who offers innovative funding solutions to fit every business. They specialise in raising funds for all types of companies from s ...
-
Surveyor - Infrastructure & Energy
2 weeks ago
Climate17 Birmingham, United KingdomOur client is a leading property company and they are looking to recruit an ambitious surveyor with a RICS accredited degree to join their expanding business. · They are looking for a range of qualified surveyors to join an exciting and ambition team working on some major Infrast ...
-
Business Development Managers
1 week ago
NMS Recruit Ltd Birmingham, United Kingdom £30,000 - £40,000Business Development Manager · Our client is a commercial Finance Brokerage who offers innovative funding solutions to fit every business. They specialise in raising funds for all types of companies from sole traders to PLCs. Our client is an all of market broker, they can provid ...
-
Business Development Manager
3 days ago
NMS Recruit Ltd Birmingham, United KingdomBusiness Development ManagerSalary: £30k-£40k plus commission (up to 40%)Location: NationwideOur client is a commercial Finance Brokerage who offers innovative funding solutions to fit every business. They specialise in raising funds for all types of companies from sole traders t ...
-
Senior Account Executive
1 week ago
Stride Resource Management Ltd Birmingham, United Kingdom £300,000Elevate your career in the insurance industry with a pivotal role at a leading brokerage firm. As an Account Executive, inherit a substantial book of business valued at £300k, managing large client cases with Gross Written Premiums (GWP) of up to £300k. · Responsibilities: · Cu ...
-
Business Development Manager
1 week ago
NMS Recruit Ltd Birmingham, United Kingdom £30,000 - £40,000Business Development Manager · Salary: · £30k-£40k plus commission (up to 40%) Location: · Nationwide Our client is a commercial Finance Brokerage who offers innovative funding solutions to fit every business. They specialise in raising funds for all types of companies from so ...
-
Business Development Manager
1 week ago
NMS Recruit Ltd Birmingham, United Kingdom £30,000 - £40,000Business Development Manager · Our client is a commercial Finance Brokerage who offers innovative funding solutions to fit every business. They specialise in raising funds for all types of companies from sole traders to PLCs. Our client is an all of market broker, they can provi ...
-
Associate / Partner Rural Surveyor
2 weeks ago
Climate17 Birmingham, United KingdomOur client has grown to be one of the largest and most respected property consultancies and surveying advisory firms in the UK with a network of offices across England and Wales, employing more than 900 partners and employees. As a major property practise, they have a market lead ...
-
Associate Surveyor
1 week ago
Climate17 Birmingham, United Kingdom Permanent, Full timeOur client has grown to be one of the largest and most respected property consultancies and surveying advisory firms in the UK with a network of offices across England and Wales, employing more than 900 partners and employees. As a major property practise, they have a market lead ...
-
Associate Partner
1 week ago
Jackson Sims Recruitment Ltd Birmingham, United Kingdom Full timeMy client has an excellent opportunity in Birmingham for an Associate / Associate Partner to provide property services including temporary access, acquisition, CPO, compensation, and valuation advice to Nationally Significant Infrastructure Projects including Rail, Road, Energy a ...
-
Goldman Sachs Birmingham, United Kingdom Full timeTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intel ...
-
Goldman Sachs Birmingham, United KingdomTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intel ...
-
Goldman Sachs Birmingham, United Kingdom Full timeTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intell ...
-
Goldman Sachs Birmingham, United KingdomLegal, Private Wealth Management Lawyer, Associate/Vice President, Birmingham Legal, Private Wealth Management Lawyer, Associate/Vice President, Birmingham · Goldman Sachs Birmingham, United Kingdom Posted 20 days ago Permanent Competitive Legal, Private Wealth Management Lawye ...
-
Associate Surveyor
1 week ago
Climate17 Birmingham, United KingdomOur client has grown to be one of the largest and most respected property consultancies and surveying advisory firms in the UK with a network of offices across England and Wales, employing more than 900 partners and employees. As a major property practise, they have a market lead ...
-
Goldman Sachs Birmingham, United Kingdom Full timeThe Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-n ...
-
Associate Lawyer Property Litigation
3 weeks ago
Goldman Sachs Birmingham, United Kingdom Full timeTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intell ...
-
Goldman Sachs Birmingham, United KingdomTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intell ...
Sales Vice President, Highland Capital Brokerage - Birmingham, United Kingdom - Advisor Group
Description
Osaic Careers
Life Insurance Sales Opportunity with Highland Capital Brokerage
Sales Vice President, Highland Capital Brokerage
Location(s): Residing in Southern CA, WA, OR, NYC and Upstate NY, Texas, Western PA, IN, MN, MO, KY, Northern CA, Cleveland OH; REMOTE OFFICE
Role 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.
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:
Education Requirements:
Basic Requirements:
Preferred Requirements:
