Remote Case Manager Jobs in Alabaster, AL (NOW HIRING)

Be a part of the team behind our success!  All financial services distribution companies are not created equal. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.

Life Insurance Sales Opportunity with Highland Capital Brokerage

Associate Sales Vice President, Highland Capital Brokerage

Location(s):   All Locations/Remote

Type           :   Full Time

Compensation:     $50,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential. 

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 

The Associate Sales Vice President (Associate SVP) works alongside in-market Signature Vice Presidents as a sales partner focused on expanding relationships and growing the active financial professional base of the VPs, he/she partners with.  AVPs partner with their in-market VPs to provide point of sales assistance to independent producers and financial advisors and their clients. The AVP is expected to offer unique, dynamic strategies and customizable support that will drive significant target premiums and generate substantial revenue to Highland.

Education Requirements:

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 
• Life & Health Insurance License.

Responsibilities:

• Provide point of sale assistance to independent financial professionals and 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 the sub-optimized financial professionals assigned to their in-market Signature VP 

• Partner with in-market Signature Vice Presidents to provide point of sale assistance to shared contacts and accounts 

• Guide and assist financial professionals on full application completion or Marketplace usage when appropriate 

• Engage in continuous and regular training, practice enhancement programs and peer support study groups  

• Provide status updates to financial professionals and internal stakeholders 

• Coordinate telephone interviews between carriers and clients 

• Provides expert assistance to financial professionals in case design and sales presentations  

• Meet minimum NHOR targets as determined by the line of business focus (Life or Annuity) 

• Understand and adhere to compliance and Suitability rules of the accounts working within, with knowledge of SEC, FINRA, and DOL compliance and regulations  

• Collaborate with internal teams such as New Business and Sales Support to provide case design, reporting and appropriate carrier products and pricing  

• Collaborate with financial professionals and clients regarding medical and underwriting requirements and ensure long-outstanding items (i.e., e-interviews) are completed timely  

• Proactively reach out to established financial professionals to develop additional cases 

Basic Requirements:

• 5+ years 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 as well as work independently 

• Multi-carrier insurance product experience. 

• Excellent verbal and written communication skills  

• Ability to build strong, lasting relationships with producers/advisors through trust and rapport 

• Familiarity with Salesforce to manage activities, client information and leads  

Preferred Requirements:

• Series 6 & 63 preferred 

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.