Outsourced Insurance Desk VP - Remote | WFH

Job Overview

We are a distinguished Financial and Insurance Marketing Organization (FMO & IMO) committed to delivering a comprehensive array of products and services to financial professionals across the United States. Our organizational philosophy is rooted in:

• Harnessing diverse perspectives to cultivate optimal solutions
• Upholding humility as a cornerstone for expertise
• Fostering continuous coaching and boundless professional development
• Striving for excellence in every endeavor
  
  

We invite you to join our team as the Vice President - Outsourced Insurance Desk, where you will play a pivotal role in collaborating with financial professionals and equipping them with essential resources to provide insurance solutions to their clientele. This position offers a unique opportunity to thrive within a vibrant and supportive team dedicated to empowering financial professionals and delivering exceptional service.

Key Responsibilities

• Act as a knowledgeable resource for financial professionals, proactively engaging with them on a daily basis.
• Quickly grasp and internalize concepts and products to effectively educate financial professionals and their clients about insurance solutions.
• Share insights regarding sales and insurance concepts to enhance financial professionals’ comprehension.
• Utilize available resources to empower financial professionals and facilitate their success.
• Clearly articulate the value proposition to financial professionals in a professional manner.
• Consistently deliver professional, accurate, and courteous service that meets our established standards.
• Maintain accountability for achieving metrics and service level expectations in a fast-paced environment.
• Be driven by the opportunity to assist clients in securing insured outcomes that enhance their financial futures.
  
  

Required Skills

• Must hold an insurance license in your resident state (Required).
• Experience as an insurance agent or financial professional (Strongly Preferred).
• A minimum of 3 years’ experience collaborating with financial professionals such as RIAs, BDs, financial planners, and independent insurance agents (Preferred).
• Familiarity with multiple product lines, including annuities, life insurance, disability insurance, and care planning (Preferred).
• FINRA 6⁄7 license (Preferred).
• A genuine passion for partnering with clients and financial advisors to implement insurance and annuity solutions within comprehensive financial plans.
• Proven success within a team-oriented or sales desk environment.
• Strong determination, a positive mindset, and the capacity to stay focused on tasks.
• Excellent verbal and written communication abilities.
• Skill in professionally managing relationships with various advisors, including challenging clients or agents.
• Openness to feedback and a willingness to contribute to process enhancements.
  
  

Career Growth Opportunities

This role presents significant opportunities for professional advancement, as you will benefit from ongoing coaching and resources to bolster your expertise in the insurance and financial sectors. As a vital member of a dedicated team, you will be well-positioned to progress into leadership roles as you advance in your career.

Compensation And Benefits

This position offers a competitive salary alongside potential bonus opportunities based on organizational growth. You may work remotely or from our home office, with standard business hours of Monday to Friday, 8:30 am - 5:30 pm ET, though flexibility may be required. We also provide a comprehensive benefits package, including health, dental, vision, a 401(k) plan, and generous paid time off.

If you are enthusiastic about empowering financial professionals and aiding clients in securing their financial futures, we encourage you to apply today!

Employment Type: Full-Time