Senior Insurance Consultant, Osaic Financial Services

2 weeks ago


Birmingham, Alabama, United States Osaic Full time
Position Overview:
We are looking for a Senior Insurance Consultant to join our dynamic team at Osaic Financial Services. This role is integral to our operations, focusing on the distribution of life, long-term care, disability, and annuity products to a variety of financial institutions and independent agents.

Location:
Remote and flexible work options available.

Employment Type:
Full-time

Compensation Structure:
Anticipated first-year earnings range from $55,000 to $150,000, featuring a draw plus an uncapped commission model that offers significant earning potential. Our competitive pay is just one aspect of Osaic's comprehensive compensation package.

Benefits:
We offer a robust benefits package that includes health, vision, and dental insurance, a 401(k) plan, paid vacation and sick leave, volunteer days, and additional perks.

Key Responsibilities:
1. Identify and engage with financial advisors across various channels to introduce insurance solutions to their clientele.
2. Facilitate the sales of life insurance, long-term care, disability, and fixed annuity products by providing comprehensive support to advisors.
3. Ensure compliance with industry regulations and best practices while recommending suitable products.
4. Educate and train advisors on the effective use of our insurance product offerings.
5. Collaborate with internal departments, including marketing and new business, to deliver case design and product information.
6. Maintain ongoing relationships with existing producers to enhance retention and support.

Qualifications:
- Bachelor's degree preferred; significant practical experience may be considered in lieu of a degree.
- Valid insurance license is mandatory.
- Minimum of 5 years of experience in brokerage or life insurance sectors.
- At least 3 years of relevant experience in the financial services industry.
- Proficient in Microsoft Office Suite and familiar with various online platforms.
- Strong written and verbal communication skills, with a focus on customer service.
- Ability to manage multiple tasks in a fast-paced environment and adapt to changing circumstances.

Preferred Qualifications:
- Series 6 and 63 licenses are preferred, or Series 7.

We invite qualified candidates to consider this opportunity to contribute to our mission at Osaic Financial Services.

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