[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 Osaic provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is