Producer/Sales – Financial Services

This is a fully remote position, open to applicants in Illinois, +4 more states.

📋 Description

• Develop and oversee a pipeline of financial institutions, mortgage servicers, credit unions, and auto lenders.

• Market and sell insurance tracking services, lender-placed insurance programs, and professional liability insurance products.

• Deliver presentations to executives, risk managers, servicing teams, and compliance leaders.

• Inform clients about insurance compliance best practices and relevant federal and state regulations, including CFPB, RESPA, OCC, and associated guidance.

• Assist in the implementation of insurance tracking systems and their integration with client loan servicing platforms.

• Provide training and continuous support concerning insurance monitoring workflows, borrower notifications, and claims management.

• Maintain client relationships through regular meetings, program performance reviews, and service support.

• Participate in industry conferences, lender events, and trade shows to cultivate relationships and create business opportunities.

• Stay updated on industry trends, regulatory changes, and competitor offerings related to lender-placed insurance and insurance tracking services.

⛳️ Requirements

• Demonstrated experience in insurance sales, ideally focused on Lender-Placed Insurance (LPI), insurance tracking services, creditor-placed insurance, or mortgage servicing risk management products.

• Experience collaborating with mortgage servicers, banks, credit unions, or auto lenders.

• Strong comprehension of insurance compliance and lender collateral protection programs.

• Exceptional communication, presentation, and relationship-building capabilities.

• Strong organizational and time management skills with the ability to work autonomously.

• Proficient in CRM systems, Microsoft Office, and virtual presentation tools.

• Active Property & Casualty Insurance License or the capability to obtain one swiftly.

• Experience in selling insurance tracking platforms or lender risk management solutions.

• Established connections within the lending, mortgage servicing, or financial services sector.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Year-round social and community engagement events.

• Ongoing mentorship and opportunities for professional growth.

• Abundant opportunities for career advancement.

• Collaborative, results-oriented work environment.