Osaic · 1 month ago
Business Development Associate, Highland Capital Brokerage
Birmingham, AL
Full-time
Onsite
Mid Level
$60K/yr - $70K/yr
3+ years expOsaic is seeking a Business Development Associate for Highland Capital Brokerage. This role focuses on driving sales activity by working closely with VPs and producers, while also providing case design support as needed.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
Partner with the assigned VPs to proactively work with A, B, C & D clients to drive sales activity
Work closely with the assigned VP to develop and execute their business plan (where applicable)
Identify sales opportunities within the assigned VP’s existing block of business and contact those producers to generate follow-up activities for the VP (where applicable)
Facilitate the fulfillment of case design requests (VP, Producer and Advisor Connected) by leveraging the internal team of Sales Support Associates
Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
Make recommendations on appropriate products and concepts based on client needs
Answer application-specific questions with our Producers
Send applications to our Producers (where applicable)
Facilitate weekly sales support discussions to ensure all are informed
Work with our Producers to promote and assist their access to technology
Input activity, contacts opportunities into CRM, as needed
Request illustrations based on the specific case request and log in CRM
Request revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
Create initial opportunity in CRM as required by the VP
Store illustrations in consistent manner
Complete and Follow Up on In-Force Illustration Requests as needed
Stay informed on available website and collateral material
Proactively follow-up with advisors on illustrations previously run to generate appointments for the VP to meet as needed
Qualification
Required
Bachelor's degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered
Life and Health License is required
3+ years of related industry experience
Excellent written and oral communications
Excellent customer service motivation and abilities
Self-Motivated, possesses good problem-solving skills
Ability to multi-task and work requests to completion
Candidate must demonstrate strong willingness to learn
Ability to execute tasks in a timely manner
Preferred
Series 6
MS Dynamics CRM proficiency
Benefits
Health, vision, dental insurance
401k
Vacation and sick time
Volunteer days
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
Investment News
2026-01-22
Company data provided by crunchbase