Sales Vice President, Highland Capital Brokerage
Birmingham, AL  / La Vista, NE  / Leesburg, GA  / Jersey City, NJ  / St Petersburg, FL  / Elm Grove, NY  / Phoenix, AZ  / Oakdale, MN  / Norcross, GA  / Atlanta, GA ...View All
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Posted 29 days ago
Job Description
Current Employees and Contractors Apply HereAdvisor Group Careers

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Sales & Operations Opportunity with Highland Capital
Brokerage

Sales Vice President


Location(s): ALL LOCATIONS & REMOTE

Role Type: Full time

Summary:

We have an opportunity for a Sales Vice President within Highland Capital Brokerage, a member of Advisor Group. The Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers and for meeting an annual minimum production goal through the sale of Life Insurance, Long Term Care, Annuities, and Disability Income products.

Responsibilities:

  • Learn and deliver specific company supported sales concepts in a manner consistent with industry, company, and customer compliance standards
  • Participate in ongoing, regular training and practice enhancement programs, and peer-support study groups
  • 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, resulting in increased sales
  • Create, maintain, and enhance relationships with assigned institutional account offices, their branch managers and insurance specialists resulting in increased sales
  • 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. Minimum of high school diploma or equivalent is required.

Basic Requirements:

  • 3+ years of life insurance sales and/or wholesaling experience
  • Series 6, Series 63, Life, Accident & Health licenses
  • Ability to travel
  • 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

Current Employees and Contractors Apply Here

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
3+ years
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