обновлено 5 дней назад
COLI Sales Consultant (Institutional Insurance)
98 900 - 127 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
COLI Sales Consultant (Institutional Insurance): Expanding COLI and ICOLI solutions through broker, consultant, producer, and internal partner relationships with an accent on product design, underwriting coordination, and complex case consultation. Focus on advancing institutional life insurance opportunities through the full sales lifecycle, building distributor relationships, and supporting pipeline growth.
Location: Remote - US; travel required as needed, up to approximately 50%
Salary: $98,900–$127,900 base range, plus sales-based incentive opportunity for total target compensation of $170,700–$256,800
Company
is a purpose-driven insurance organization focused on institutional insurance, distributor partnerships, and long-term client outcomes.
What you will do
- Build relationships with brokers, consultants, producers, broker-dealers, and other distribution partners.
- Position COLI and ICOLI solutions using Registered VUL and Private Placement VUL products.
- Provide consultation on product design, underwriting, reinsurance parameters, and regulatory requirements.
- Advance opportunities through case design, proposal development, underwriting coordination, application support, and implementation.
- Maintain a sales pipeline and contribute to growth, profitability, and business results.
- Collaborate with underwriting, legal, actuarial, product, and operations teams while representing in meetings and industry forums.
Requirements
- Bachelor’s degree.
- FINRA Series 6 or 7 license at application or within 90 days of hire.
- At least 7 years of experience in Executive Benefits and/or the COLI market.
- Ability to travel as needed, up to approximately 50%.
- Strong relationship management, analytical, quantitative, problem-solving, presentation, and communication skills.
Nice to have
- 10+ years of experience supporting or driving sales in COLI/ICOLI markets.
- Life and health insurance licenses or designations such as CLU, ChFC, or FLMI.
- Experience with institutional life insurance products, case design, illustration tools, RVUL, PPVUL, or institutionally priced life insurance solutions.
- Familiarity with non-qualified benefit plan funding and institutional investment structures.
- Experience partnering with product development or strategy teams.
Culture & Benefits
- Meaningful work connected to company and customer outcomes.
- Collaborative environment with open perspectives and cross-functional partnership.
- Access to learning, development, and internal professional networks.
- Employee-led communities and forums supporting connection, learning, and inclusion.
- Culture grounded in integrity, responsibility, and stewardship.
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