Associate Sales Vice President

This is a fully remote position, open to applicants in United States.

📋 Description

• Offer point-of-sale support to independent financial professionals, financial advisors, and their clients to determine planning needs and insurance-based solutions.

• Execute company-endorsed sales strategies in accordance with industry, company, and compliance standards.

• Encourage and facilitate the sales of life insurance, long-term care (LTC), and disability insurance (DI) by prospecting within designated financial professionals.

• Collaborate with in-market Signature Vice Presidents on shared contacts and accounts.

• Assist financial professionals in completing full applications or utilizing the Marketplace.

• Provide updates on status to financial professionals and internal stakeholders.

• Organize telephone interviews between carriers and clients.

• Support financial professionals with case design and sales presentations.

• Achieve minimum NHOR targets.

• Comply with regulations and suitability rules, including those from SEC, FINRA, and DOL.

• Work together with New Business and Sales Support on case design, reporting, carrier products, and pricing.

• Manage medical and underwriting requirements and ensure completion of outstanding items.

• Proactively develop additional cases with established financial professionals.

⛳️ Requirements

• A minimum of a high school diploma or equivalent is required.

• Life & Health Insurance License is necessary.

• Over 5 years of experience in brokerage New Business or with a Life Insurance company.

• Excellent written and verbal communication skills coupled with strong customer service abilities.

• A genuine passion for customer interaction and a sales-driven mindset.

• Proficient time management skills.

• Capability to work both in a team setting and independently.

• Experience with multi-carrier insurance products.

• Skill in building strong, enduring relationships with producers/advisors based on trust and rapport.

• Familiarity with Salesforce for managing activities, client information, and leads.

• A Bachelor's degree is preferred.

• Series 6 & 63 licenses are preferred.

🏝️ Benefits

• Health insurance.

• Vision insurance.

• Dental insurance.

• 401(k) plan.

• Vacation time.

• Sick time.

• Volunteer days.

• Uncapped commission-based compensation structure.

• Company-supported training, practice enhancement programs, and peer support study groups.