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Associate Sales Vice President
Osaic. Provide point-of-sale assistance to independent financial professionals, financial advisors, and their clients to identify planning needs and insurance-based solutions .
About the role
Key responsibilities & impact- Provide point-of-sale assistance to independent financial professionals, financial advisors, and their clients to identify planning needs and insurance-based solutions
- Implement company-supported sales concepts in alignment with industry, company, and compliance standards
- Promote and facilitate sales of life insurance, LTC, and DI by prospecting within assigned financial professionals
- Partner with in-market Signature Vice Presidents on shared contacts and accounts
- Guide financial professionals through full application completion or Marketplace usage
- Provide status updates to financial professionals and internal stakeholders
- Coordinate telephone interviews between carriers and clients
- Assist financial professionals with case design and sales presentations
- Meet minimum NHOR targets
- Adhere to compliance and suitability rules, including SEC, FINRA, and DOL regulations
- Collaborate with New Business and Sales Support on case design, reporting, carrier products, and pricing
- Coordinate medical and underwriting requirements and completion of outstanding items
- Proactively develop additional cases with established financial professionals
Requirements
What you’ll need- Minimum high school diploma or equivalent required
- Life & Health Insurance License
- 5+ years of brokerage New Business or Life Insurance company experience
- Strong written and verbal communication and customer service skills
- Passion for customer interaction and a sales-oriented mindset
- Effective time management skills
- Ability to work in a team environment and independently
- Multi-carrier insurance product experience
- Ability to build strong, lasting relationships with producers/advisors through trust and rapport
- Familiarity with Salesforce to manage activities, client information, and leads
- Bachelor's degree preferred
- Series 6 & 63 preferred
Benefits
Comp & perks- Health insurance
- Vision insurance
- Dental insurance
- 401(k)
- Vacation time
- Sick time
- Volunteer days
- Uncapped commission-based payment structure
- Company-supported training, practice enhancement programs, and peer support study groups