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17 часов назад

Vice President, Sales (Insurance)

Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Vice President, Sales (Insurance): Building and managing a book of business for Lion Street Private Client while supporting independent financial advisors, institutional clients, and insurance partners with sales, case design, and product strategies. Focus on developing institutional relationships, recruiting producers, designing client profiles, and applying life insurance product and compliance expertise.

Location: Remote-USA; listed location: Portland, OR

Company

hirify.global distributes life, health, and wealth insurance products with an insurtech focus and supports independent agents serving clients nationwide.

What you will do

  • Manage and build a book of business for Lion Street Private Client.
  • Provide sales and case design support to firms and financial advisors.
  • Build partnerships with independent producers, institutional clients, branch managers, insurance specialists, carriers, and alliances.
  • Collaborate on product recommendations and pricing strategies.
  • Use the CRM to maintain records and sales reporting.
  • Develop strategic client profiles, pursue new opportunities, and support recruitment and sales campaigns.

Requirements

  • More than $1M in average annual target life premium experience.
  • 5–10 years of experience wholesaling to institutions, including wire houses, national and regional banks, P&C, and RIA firms.
  • Strong experience with client point-of-sale interactions.
  • Expertise identifying, recruiting, and cultivating new institutional relationships from scratch.
  • Deep knowledge of life products, planning concepts, and compliance standards for the institutional marketplace.
  • Ability to work with carriers and alliances to leverage product experts and resources for firms.
  • Strong communication and customer service skills, initiative, creative thinking, ownership, and a self-starter attitude.
  • Ability to excel in a dynamic, fast-moving environment.

Nice to have

  • CLU, ChFC, or CFP certification.
  • Series 6, 7, 24, or 63 licenses, and Life, Accident & Health licensing.

Culture & Benefits

  • Remote-USA work arrangement.
  • Full-time employment.
  • Competitive compensation package and benefits.
  • Family-like, people-first environment with professional growth opportunities.
  • Equal opportunity employment and reasonable accommodations for qualified individuals with disabilities.

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