[Remote] Sales Support Associate, Highland Capital Brokerage

Note: The job is a remote job and is open to candidates in USA. Osaic is a financial services company seeking a Sales Support Associate for Highland Capital Brokerage. The role involves making targeted calls to financial advisors to promote life insurance and related products, with a focus on securing appointments and cultivating client relationships.

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

Skills

• Bachelor's degree preferred in financial services, or related field
• H.S. Diploma or GED certificate + Significant Practical experience will be considered
• Willingness to obtain Life and Health Insurance License
• Flexibility and willingness to adapt to changes
• Customer service experience or mindset
• Effective at time management
• Ability to work in a team environment as well as work independently
• Call center team experience a plus
• Prior sales experience is beneficial

Benefits

• Health, vision, dental insurance
• 401k
• Paid time away
• Volunteer days
• Much more

Company Overview