Associate Sales Vice President, Highland Capital Brokerage
Core
Sales partner supporting Signature Vice Presidents to expand relationships with financial advisors and drive life insurance, LTC, and annuity sales.
Role type
Associate Sales Vice President (Sales Support/Partner)
Builds
Life insurance, LTC, and annuity policies for financial advisors and their clients
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Life & Health Insurance licensing, multi-carrier product knowledge, sales prospecting, case design, compliance knowledge (SEC/FINRA/DOL), Salesforce proficiency
Preferred skills
Series 6 & 63 licenses, Bachelor's degree
Responsibilities
Provide point of sale assistance to independent producers and financial advisors, prospect within assigned sub-optimized financial professionals, guide financial professionals on application completion, coordinate telephone interviews between carriers and clients, meet minimum New Business Order (NHOR) targets, adhere to compliance and suitability rules, collaborate with internal teams for case design and reporting, proactively reach out to established professionals to develop additional cases
Seniority
Mid-level IC