Osaic
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.
Vice President, Sales
🕒 February 16
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Osaic
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
• Manage clients and a workload offering unique, dynamic strategies and customizable support • Build ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance • Implement company-supported sales concepts • Drive substantial target premium sales through third-party producers • Cultivate and enhance relationships with independent retail producers, institutional account offices, branch managers, and insurance specialists
🎯 Requirements
• Over 3 years of experience in life insurance sales and/or wholesaling • Self-starter, actively pursuing sales outlets and opportunities • Knowledge of new business and underwriting process • Intermediate level to advanced knowledge of insurance products • Demonstrate ability to effectively present concepts to groups • Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses
🏖️ Benefits
• health, vision, dental insurance • 401k • paid time away • volunteer days • much more
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