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Osaic · 1 day ago

Brokerage Director, Highland Capital Brokerage

Birmingham, AL

Full-time

Hybrid

Senior Level, Lead/Staff

$75K/yr - $150K/yr

8+ years exp

Osaic is a financial services distribution company that offers a national team dedicated to supporting financial advisors. The Brokerage Director will manage client relationships and drive sales of Life Insurance, Long-Term Care, and Disability Insurance products, focusing on strategic engagement and consultative selling.

Business DevelopmentFinancial ServicesWealth Management

No H1B

Responsibilities

Recruit new financial professionals and re-engage inactive producers

Build deep penetration within assigned entities and territories

Foster and enhance relationships with traditional insurance agents, broker-dealers, RIA’s producer groups and P&C firms while continuing to recruit new relationships

Drive target premium sales through third-party producers

Drive sales by promoting Life, Long-Term Care and Disability Insurance products and collaborate with annuity team through cross-referrals

Implement company supported sales concepts aligned with compliance and industry standards

Provide expert case design and sales presentation support

Engage in continuous training, practice enhancement, and peer support programs

Collaborate with New Business, Underwriting and Marketing teams for carrier/product recommendations and pricing alternatives

Leverage CRM/Sales Force tools for reporting, documentation, and customer profiling

Meet or exceed stated production expectations

Qualification

Life Insurance SalesBrokerage ManagementRelationship ManagementCRM/Sales ForceLife Insurance UnderwritingStrategic PlanningTenacityContinuing EducationClient EngagementCommunication SkillsPresentation SkillsSelf-StarterTeam Collaboration