Brokerage Manager

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 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.

📋 Description

• 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

🎯 Requirements

• Minimum of high school diploma or equivalent is required • Bachelor’s degree preferred • Over 3 years of experience in life insurance sales and/or wholesaling • Strong emphasis on client-facing point-of-sale interactions and/or personal production in life insurance planning • Direct client engagement and individual insurance production prioritized over wholesaling • Self-starter actively pursuing sales outlets, opportunities, and new relationships • Confidence and tenacity in strengthening client relationships • Knowledge of new business and underwriting processes, including re-analyzing cases when different from the application • Intermediate to advanced knowledge of insurance products and technical planning techniques • Ability to present concepts to groups of 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 • Experience with financial advisors inside institutional relationships and RIAs is a plus

🏖️ Benefits

• Health insurance • Vision insurance • Dental insurance • 401k • Vacation time • Sick time • Volunteer days • Draw plus uncapped commission-based payment structure • Practice enhancement programs • Peer-support study groups