
1001 - 5000 employees
đź’¸ Finance
🤝 B2B
Finance • B2B
Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.
🔥 17 hours ago
🇺🇸 United States – Remote
đź’µ $50k - $150k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
đź‘” Vice President
🚫👨‍🎓 No degree required
đź‘» Ghost score 0%
Improve your chances of getting an interview by checking your resume score before you apply.

1001 - 5000 employees
đź’¸ Finance
🤝 B2B
Finance • B2B
Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.
• 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
• 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
• 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
Apply Nowđź•’ September 9
Associate Vice President of Philanthropy for The Humane League, an animal-protection organization. Applications managed through ZRG Aspen Leadership Group.
🇺🇸 United States – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
đź‘” Vice President
🚫👨‍🎓 No degree required
🦅 H1B Visa Sponsor
đź•’ September 4
Associate Vice President supporting sales operations and pipeline execution for Mercer Advisors’ integrated financial planning and wealth management services. Improving RVP capacity, lead response, conversion, and client onboarding.
🇺🇸 United States – Remote
đź’µ $65k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
đź‘” Vice President
đź•’ July 6
Vice-President GL leading financial operations and overseeing GL team at Amynta Group. Collaborating with industry partners and managing financial strategies for the company.
đź•’ April 1
AVP Wealth Advisor for Focus Team at Farther, building your own practice with exceptional market access. Join a collaborative team to grow in wealth management.
🇺🇸 United States – Remote
đź’° $15M Series A on 2022-05
⏰ Full Time
🟢 Junior
🟡 Mid-level
đź‘” Vice President
đź•’ March 25
Associate Regional Vice President growing Wealth Enhancement’s wealth-management territory. Developing prospects, presenting financial solutions, closing clients, and transitioning them to advisors.
🇺🇸 United States – Remote
đź’µ $175k - $225k / year
đź’° $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
đź‘” Vice President