Develop existing and new business relationships
Sources potential new business deals through prospecting activities
Closes new business deals by coordinating the requirements for each case with our underwriting operations team, principals, advisor, carrier and lender partners
Coordinates various financial and insurance underwriting issues.
Develop one on one relationships with selected firm clients and their advisors along with selected firm contacts.
Work closely with firm’s illustration team
Utilize firm’s CRM to manage all workflows and case notes.
Maintain and enhance firm’s reputation as a, “Can-Do” organization and the leader in our industry.
Assist in the firm’s marketing efforts with emphasis on webinars and group meetings.
Attend periodic off-site networking events and conferences
Accept ownership of all aspects of an assigned client.

Bachelor’s Degree required, Advanced degree a plus
Closing and prospecting skills
Territory management
High energy level
Meeting sales goals
High level of proficiency in Excel required
Must be life insurance licensed or able to get licensed in the first 6 months
Experience using a CRM, experience with Salesforce a plus, but not required
Understanding or ability to learn complex Life Insurance illustrations and company’s CMS financing spreadsheet.
Some level of familiarity with things like LIBOR, Treasury Yields, S&P 500 historical information preferred
Excellent organizational skills, process improvement and efficiency expertise
Ability to work independently and at a quick pace
Team player with strong interpersonal and resource management skills.
Problem solver, with the ability to be proactive in high stress situations.
Customer focused & professional
Excellent mathematical skills required
Previous pattern of success and demonstrated leadership qualities.

Regional Vice President

Key skills