Bank Owned Life Insurance Producer

Role Overview

• Drive the sale of BOLI/COLI solutions to corporate clients, with a primary focus on financial institutions.
• Effectively communicate and collaborate with stakeholders across Tax, Legal, and HR departments.
• Navigate and manage extended sales cycles, typically ranging from 6 to 12 months, with a strong emphasis on pre-sale due diligence.
• Maintain a deep understanding of regulatory environments surrounding both life insurance and the banking industry as it relates to BOLI/COLI.
• Build and sustain long-term client relationships through trust and high-touch service.

Requirements

• A strong, existing book of business in BOLI/COLI or similarly complex financial product sales.
• In-depth knowledge and proven experience with Corporate-Owned and Bank-Owned Life Insurance.
• A solid understanding of the regulatory landscape affecting both banking and life insurance sectors.
• Demonstrated ability to manage and close intricate, high-value sales involving multiple internal stakeholders.
• Self-driven and highly capable of operating independently in a remote work environment.