2 часа назад
Vice President, Sales
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vice President, Sales (Life Insurance): Building and managing a high-net-worth and corporate life insurance book of business while wholesaling products to financial institutions, banks, P&C firms, and RIAs with an accent on institutional relationships, case design, and point-of-sale support. Focus on recruiting new partners, developing product and pricing strategies, and expanding sales opportunities through sophisticated client and advisor relationships.
Location: Austin, TX, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus. Lion Street, the supported business, provides financial products, expertise, and specialized resources to independent financial advisors serving high-net-worth and corporate clients.
What you will do
- Manage and grow a book of business for Lion Street Private Client.
- Provide sales and case design support to firms and their advisors.
- Build partnerships with independent producers, institutional clients, branch managers, and insurance specialists.
- Collaborate with carriers and internal teams on product recommendations and pricing strategies.
- Maintain CRM records and sales reporting.
- Develop client profiles and identify new sales opportunities while supporting clients throughout the sales process.
Requirements
- 5–10 years of experience wholesaling to institutions, wirehouses, national and regional banks, P&C firms, or RIAs.
- Experience with client point-of-sale interactions and an average of more than $1M in annual target life premium.
- Expertise in identifying, recruiting, and cultivating new institutional relationships.
- Strong knowledge of life insurance products, planning concepts, and compliance standards for institutional markets.
- Strong communication, customer service, initiative, creative thinking, and ownership skills.
- Series 6 and Series 7 licenses required.
Nice to have
- Series 24, Series 63, and Life, Accident & Health licenses.
- CLU, ChFC, or CFP certification.
Culture & Benefits
- Full-time position in a fast-moving, hyper-growth company.
- Competitive compensation package with benefits.
- Professional development and career advancement opportunities.
- People-focused culture with ongoing support and recognition.
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