Business Development Associate - Life, Highland Capital Brokerage

Life Insurance Sales Opportunity in Financial Services

Business Development Associate - Life, Highland Capital Brokerage

Location(s): All Locations/Remote

Role Type: Full time

Salary: $60,000 - $70,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

The Business Development Associate (BDA), Life serves as a key support partner for assigned Signature VPs/Sr. ACs focusing on deepening existing relationships and maximizing opportunities. BDA's will provide presale assistance, including case design, product selection, illustrations, and application fulfillment. They will proactively offer sales ideas through outbound communications, foster VPs/Sr. Acs existing relationships, and enhance the business pipeline's volume and efficiency.

Education & License Requirements:

• Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
• Life and Health License is required
• Work towards completion of Series 6 and 63

Responsibilities:

• Work in partnership with paired VPs/Sr. ACs to grow the existing practice through targeted marketing including outbound communications, cold calling, and email campaigns.
• Intentionally foster the relationships of the VP's & Sr. AC's current producers, financial advisors, and other stakeholders to help them grow their practice and promote the sale of Life Insurance products
• Provide pre-sales support to assigned VP's/Jr. ACs that includes case design, running illustrations, revisions, summarizing insurance concepts and designs, preparing applications/fulfillment, and creating and sending DocuSign envelopes for electronic signatures.
• Maintain ongoing knowledge of current pending cases in the pipeline acting as a liaison to effectively answer case status questions and follow up on outstanding requirements.
• Maintain broad knowledge of insurance products, their features, carrier illustration software, marketing resources, sales ideas and be able to explain competitive product landscapes, sales concepts, field underwriting, and present e-solutions.
• Stay current in the competitive marketplace by participating in educational opportunities, attending webinars, and carrier sponsored educational series.
• Log all activities (illustrations, calls, meetings, etc.) into Sales Force, and store illustrations according to established protocols
• Works with paired VPs/Sr. ACs to understand the needs of their top producers and financial advisors by forming strong relationships, providing excellent customer service, and regularly communicating to present suitable insurance solutions effectively.
• Establish credibility and build rapport with key stakeholders including VPs/Sr. ACs existing producers, back offices, internal counterparts, and carrier/strategic partner resources.
• Analyze in-force policy details and present alternative solutions.
• Download and forward marketing materials and necessary forms.
• Streamline the application process by prefilling applications and assisting with compliance requirements and review signed applications for accuracy before forwarding to New Business for processing.

Basic Requirements:

• Multi-carrier insurance product experience.
• Excellent verbal and written communication skills to effectively present complex concepts.
• Ability to build strong, lasting relationships with producers/advisors through trust andrappor.t
• Demonstrated experience with illustration software (e.g., Winflex, Ensights).
• High sense of urgency and ability to prioritize workload in a demanding environment.
• Familiarity with Salesforce to manage activities, client information and leads.

Preferred Requirements:

• 3 or more years of sales/sales support experience in the life insurance environment.
• Work towards completion of CLU or ChFC designations.