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What is the difference between Vice President Disability Insurance vs Disability Insurance Underwriter?

AspectVice President Disability InsuranceDisability Insurance Underwriter
Required CredentialsAdvanced degrees, industry certifications, extensive experienceRelevant licenses, underwriting certifications, industry experience
Work EnvironmentExecutive leadership, strategic planning, client relationsAnalytical, risk assessment, policy evaluation
Employer & Industry UsageInsurance companies, financial institutions, brokersInsurance companies, underwriting firms, brokers

The Vice President Disability Insurance typically holds a senior leadership role focused on strategy and business growth, requiring extensive industry experience and advanced credentials. In contrast, a Disability Insurance Underwriter specializes in evaluating individual policies and assessing risk. Both roles are integral to the insurance industry but differ in scope, responsibilities, and level of seniority.

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Vice President, Regional Advisory Consultant West

Osaic

Las Vegas, NV • On-site

$85K - $100K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Key responsibilities

  • Educate and promote the benefits of fee-based business, facilitate adoption of the firm's advisory technology, and support advisors in growing their advisory businesses.

  • Execute a virtual regional strategy by managing top opportunities, maintaining a sales pipeline, and collaborating with internal teams to drive sales efforts.

  • Drive interactions and events with advisors, deliver content, and partner with investment management companies to share leads and co-present on content.

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Wealth Management Sales Opportunity in Financial Services

Vice President, Regional Advisory Consultant - West

Location(s):

California, Nevada, Hawaii, or Alaska

Role Type: Full-time: 50-75% Travel May Be Required

Salary: $85,000 - $100,000 per year + sales incentive compensation, paid quarterly.

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are 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

Role Type: Full time

Summary:

The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm's advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.

Responsibilities:

  • Educating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected.

  • Executing a virtual regional strategy focused on managing the region's top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy for their region.

  • Drive impactful interactions and events - inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up. Partner with various investment management companies to deliver collateral, share leads, and co-present on specific content.

  • Introduce and support advisors on various product offerings - MF/ ETF models, customized SMA models, tax services and private client solutions.

  • Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities.

  • Utilization of key reports and data to establish goals and opportunities for advisors.

  • Schedule individual 1:1 and regional meetings for your region.

  • Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.

  • Interactions will be expected to be logged in firm's CRM system.

Education Requirements:

  • Master's Degree preferred, bachelor's degree from accredited university in Economics, Finance, Business, or related subjects required.

Basic Requirements:

  • Series 7 required.

  • Ability to travel 50-75% of the time.

  • 5+ years in a similar role.

  • Driven and goal-oriented nature and enthusiastic sales-focused personality.

  • Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.

  • Ability to introduce a complex subject matter in clear articulate fashion.

  • Ability to work independently with high level of organization and time management skills.

  • Deep experience working directly with financial advisors.

  • Familiarity with using a client relationship management program.

Preferred Requirements:

  • CFP or CIMA certification

#LI-Remote

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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