REMOTE Sales Management Opportunity in Insurance Industry
Director, Strategic Accounts
Location(s): All Locations/Remote
Role Type: Full time
Salary: $$70,000 - $80,000 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:
Reporting directly to the Head of Strategic Accounts, the position is responsible for managing account relationships with Highland’s National Account partners and leading top-down projects & initiatives with Sales Management, Operations, Commissions, and IT teams. Overall responsibility for business analytics for distribution channel. Position will consist of mainly salary, but there will be a smaller incentive comp component.
Education Requirements:
- Bachelor's degree in business, insurance, finance or related field
- Additional postgraduate degree and/or financial certifications (i.e. CLU, ChFC, CFP) are a plus.
Responsibilities:
- Responsible for being a primary day-to-day contact and relationship manager for specific Strategic Account corporate customers as well as a primary contact for the Highland sales team on dedicated account matters.
- Become the differentiator for Highland in the marketplace by driving proactive top-down business development initiatives in partnership with the account heads and Sales Management.
- Works with Sales Management on Sales VP engagement with accounts, account lead initiatives, carrier partnership initiatives, and VP territory analysis and reassignments with an overall goal to increase advisor penetration rate inside the accounts
- Perform Business Development with Account COIs alongside Sales Team where needed
- Running point on account specific initiatives such as Internal VP Huddle Calls, targeted marketing campaigns and in-market meetings
- Primary point to identify potential growth opportunities within the account and strategize with Head of Strategic Accounts on how to capitalize on the opportunity
- i.e. additional product lines, expansion of digital resources, marketing capabilities
- Ownership of Sales VP territory and account assignments alongside Head of Strategic Accounts and Sales Management
- Creation and maintenance of Account Partnership Business Plans that are made in conjunction with Strategic Account Partners
- Onboards new Sales VPs on account landscape, suitability and compliance rules and provides ideas on how to start working in the account using the Account Playbook
- Provide reporting and support table stakes to the account during a monthly management call
- i.e. Dashboard analytics, VP activity synopsis, field conflict resolution
Basic Requirements:
- Previous experience in insurance relationship management, banking or general agency brokerage is highly desirable. Combined disciplines in the above will take preference.
- Excellent project management skills.
- Adept in technical writing along with quality assurance (i.e. ability to develop marketing materials or process guides for external use)
- Advanced knowledge of standard MS Office suite.
- Ability to quickly learn new software platforms in conjunction with the role requirement.
- Ability to understand the products and terminology of HCB product carriers and broker dealer customers.
- Must understand and articulate insurance compensation arrangements.
- Ability to read, analyze and interpret common journals, financial reports and legal documents.
- Ability to respond to common inquiries from producers, carriers, and other staff members.
- Ability to effectively present information to producers, carriers, and management representatives.
- Ability to define problems, collect data, establish facts and draw valid conclusions. Must be able to interpret extensive variety of instructions in verbal or diagram form.
- Effective and desirable interpersonal and presentation skills are critical, as this is a relationship management position.
- Ability to work as a team player; must be able to work without close supervision and demonstrate a positive and professional attitude.
Current Employees and Contractors Apply Here
Skills Required
- Bachelor's degree in business, insurance, finance, or a related field
- Previous experience in insurance relationship management, banking, or general agency brokerage
- Excellent project management skills
- Technical writing and quality assurance skills, including developing marketing materials or process guides
- Advanced knowledge of the standard Microsoft Office suite
- Ability to quickly learn new software platforms
- Understanding of insurance products and terminology used by product carriers and broker-dealer customers
- Understanding and ability to articulate insurance compensation arrangements
- Ability to read, analyze, and interpret journals, financial reports, and legal documents
- Ability to respond to inquiries from producers, carriers, and staff members
- Ability to effectively present information to producers, carriers, and management representatives
- Problem-solving, data collection, fact-finding, and analytical skills
- Effective interpersonal and presentation skills
- Ability to work independently and collaboratively with a positive, professional attitude
- Additional postgraduate degree or financial certification such as CLU, ChFC, or CFP
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
