Regional Vice President

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

📋 Description

• Cultivate both existing and prospective business relationships.

• Identify potential new business opportunities through proactive prospecting.

• Finalize new business agreements by collaborating with our underwriting operations team, principals, advisors, carrier, and lender partners to meet specific requirements.

• Manage various financial and insurance underwriting matters.

• Establish one-on-one connections with selected clients and their advisors, along with key contacts within the firm.

• Collaborate closely with the firm’s illustration team.

• Leverage the firm’s CRM to oversee all workflows and case documentation.

• Uphold and enhance the firm’s reputation as a "Can-Do" organization and an industry leader.

• Support the firm's marketing initiatives, focusing on webinars and group meetings.

• Participate in periodic off-site networking events and conferences.

• Take full responsibility for all aspects of assigned client relationships.

⛳️ Requirements

• Bachelor's degree is mandatory; an advanced degree is advantageous.

• Proficient in closing and prospecting.

• Effective territory management skills.

• High energy and motivation.

• Proven track record in meeting sales objectives.

• Strong proficiency in Excel is essential.

• Must possess a life insurance license or be able to obtain one within the first six months.

• Experience with CRM systems is required; familiarity with Salesforce is a plus but not mandatory.

• Ability to understand or learn complex Life Insurance illustrations and the company’s CMS financing spreadsheet.

• Some familiarity with concepts such as LIBOR, Treasury Yields, and historical information on the S&P 500 is preferred.

• Exceptional organizational skills, along with expertise in process improvement and efficiency.

• Capability to work autonomously and maintain a fast-paced workflow.

• Team-oriented individual with strong interpersonal and resource management abilities.

• Proactive problem solver, especially in high-pressure situations.

• Customer-centric approach and professional demeanor.

• Excellent mathematical aptitude is required.

• Demonstrated history of success and leadership qualities.

🏝️ Benefits

• Comprehensive health benefits package.

• 401k plan.

• Generous paid time off.

• Highly engaged company culture.