SVP, Firm Development

Posted Aug 25

This is a fully remote position, open to applicants in California.

πŸ“‹ Description

β€’ Recruit 30–40 independent life insurance and wealth advisory firms over a span of three years.

β€’ Develop a portfolio consisting of new independent firms.

β€’ Create revenue growth strategies for each firm within the portfolio.

β€’ Ensure that Lion Street resources are effectively customized for each firm.

β€’ Attract independent life insurance and wealth advisory firms.

β€’ Establish business development partnerships with leading industry firms.

β€’ Collaborate with firms while engaging in team recruiting and sales initiatives.

β€’ Partner with Lion Street carriers and alliances to utilize product experts and resources for the firms.


⛳️ Requirements

β€’ A minimum of five years of experience in the life insurance sector.

β€’ Proven track record in business development and building relationships with top-tier life and wealth advisory firms.

β€’ Must be located on or willing to operate within the U.S. West Coast region.

β€’ Excellent communication and customer service skills are essential.

β€’ Capable of working with Lion Street carriers and alliances to leverage product expertise and resources.

β€’ Ability to communicate with firms, exchange ideas, and engage in team recruiting and sales efforts.

β€’ Demonstrated initiative, creative thinking, and a sense of ownership regarding opportunities.

β€’ A self-motivated attitude with a strong commitment to achieving outstanding results.

β€’ Capacity to thrive in a dynamic and fast-paced corporate environment.


🏝️ Benefits

β€’ Medical, Dental, Vision Benefits.

β€’ 401K with company match when eligible.

β€’ Incentive compensation plan.

β€’ Equity eligibility.

β€’ Collaborative and creative work environment.

β€’ Opportunities for learning, growth, and accelerated career development.

β€’ Reasonable accommodations for qualified individuals with disabilities.

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