Osaic · 2 months ago
Sales Vice President, Highland Capital Brokerage - REMOTE
United States
Full-time
Remote
Mid Level
$75K/yr - $150K/yr
3+ years expOsaic is a company focused on exceptional client service in the life insurance sector. They are seeking a Sales Vice President for Highland Capital Brokerage who will manage clients and develop distribution channels through the sale of life insurance, while providing customized support and strategies.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
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
Preferred
Worked with financial advisors inside institutional relationships and RIA's a plus
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
Benefits
Health
Vision
Dental insurance
401k
Paid time away
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase