Associate Sales Vice President, Highland Capital Brokerage
Core
Sales partner supporting Signature Vice Presidents to expand their financial professional base and drive premium growth through life insurance and annuity sales.
Role type
Associate Sales Vice President (Sales Support/Partner)
Builds
Life insurance, long-term care, and deferred income products for financial advisors
Domain
Financial Services / Insurance Distribution
Deliverable
client delivery
Required skills
Life & Health Insurance licensing, multi-carrier product knowledge, sales prospecting, case design, compliance adherence (SEC/FINRA/DOL), Salesforce proficiency
Preferred skills
Series 6 & 63 licenses, prior brokerage or life insurance company experience
Technologies
Salesforce
Responsibilities
Provide point-of-sale assistance to independent producers and financial advisors, prospect within assigned sub-optimized financial professional bases, guide application completion and underwriting processes, coordinate carrier interviews, meet minimum New Home Office Revenue (NHOR) targets, adhere to suitability and compliance rules, collaborate on case design and reporting.
Seniority
Mid-level IC