layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Sales Vice President, Highland Capital Brokerage at Osaic

· 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.
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: Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale interactions and/or personal production in life insurance planning. Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling in life insurance planning.
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.
Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses
Preferred Requirements: Worked with financial advisors inside institutional relationships and RIA’s a plus.
Current Employees and Contractors Apply Here

Sales Vice President, Highland Capital Brokerage

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