Osaic · 16 hours ago

Client Development Associate, HCB

St Petersburg, FL

Full-time

Remote

Entry Level

$45K/yr - $50K/yr

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Business DevelopmentFinancial Services

No H1B

Insider Connection @Osaic

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Make a high volume of outbound calls daily to lists of prospective and existing advisors tied to POS VPs with goal to result in securing appointments.

Cultivate client relationships through outbound calls to identified lists of advisors regarding their interest in products, concepts, and/or insurance carriers Highland represents.

Be able to actively engage in conversation, accurately provide relevant information, and clearly document conversation outcomes in the Salesforce customer relationship management system on a timely basis.

Be sales-minded and open to connecting via phone with large network of advisors, including using voicemail.

Remain goal oriented with a focus on achieving sales success based on pre-determined goals for number of calls and appointments, leading to successful conversions to sales results.

Set appointments and identify prospective advisors’ financial interests and product education opportunities.

Use a professional approach in written and verbal communication when communicating with potential advisors.

Generate new business leads via telephone, networking, and other lead sources as directed by leadership.

Actively listen to and transfer calls when appropriate to achieve a first call resolution or result in appointment, or to provide additional information on product recommendations.

Collaborate and work closely with the Sales Support teams, including Business Development Associates, Sales Support Associations, and Vice Presidents.

Display passion and commitment to deliver an experience that improves our customers’ perception of our offerings.

Demonstrate a willingness to learn about the insurance industry and insurance products and how they may impact each customer’s needs.

Participate in educational opportunities for multiple career tracks in life or annuity, sales support or sales.

Maintain a commitment to engaging in team discussions, educational webinars, self-study classes, and other professional growth opportunities as presented.

Provide continuous excellent customer service to advisor base as needed, operating with both a competitive salary and an incentive-based compensation program.

All other duties as assigned.

Qualification

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Sales experienceHealth Insurance LicenseCall center experience