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Associate Sales Vice President

🔥 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%

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Logo of Osaic

Osaic

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.

đź“‹ Description

• 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

• 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

• 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

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🟢 Junior

🟡 Mid-level

đź‘” Vice President