Regional Manager

The Opportunity

Acumen Financial Advantage serves as a strategic financial partner to banks and mission-driven organizations, including credit unions, healthcare providers, educational institutions, and nonprofits—focusing on the areas that most directly shape financial performance: leadership strength, capital discipline, and long-term stewardship. Our team brings deep, specialized experience and a holistic, outcome-first perspective, working alongside leadership to navigate complexity and build durable advantage over time.

What You'll Do

• Client Relationship Management

• Manage and retain an assigned regional book of business, serving as the primary point of contact for ongoing client needs
• Conduct annual and quarterly client reviews to assess policy performance, portfolio alignment, and evolving financial objectives
• Build long-term relationships by delivering consistent, high-touch, client-centric service

• Policy & Portfolio Reviews

• Review existing insurance and financial products for performance, suitability, and alignment with client goals
• Conduct index allocation reviews, performance discussions, and policy optimization recommendations
• Analyze portfolios and identify opportunities for improvements, adjustments, or enhancements
• Monitor outstanding items and ensure timely completion of client tasks and deliverables
• Assist with onboarding new clients and organizing renewal cycles

• Consultative Upselling & Cross-Selling

• Identify opportunities where new or additional products may add value to a client’s existing strategy
• Educate clients on available solutions and enhancements in a clear, compliant, and consultative manner
• Partner with advisors and internal teams to implement recommended changes and new solutions

• Service & Execution Oversight

• Cook up coordination with policy service, case management, and operations teams to ensure timely and accurate execution
• Resolve escalated service issues and advocate for client needs internally
• Ensure all client interactions and transactions adhere to regulatory and compliance standards

• Business Growth & Reporting

• Track client engagement, retention, and service-related growth metrics
• Maintain accurate documentation of client reviews, recommendations, and outcomes
• Provide regional insights and feedback to leadership on client trends, product needs, and service opportunities

What You Bring

• Experience

• 5+ years of experience in insurance, financial services, or wealth management
• Strong understanding of life insurance products, indexed strategies, and policy servicing
• Proven experience managing an existing book of business and conducting client reviews

• Skills

• Ability to explain complex financial concepts in a clear, client-friendly manner
• Excellent relationship-building, communication, and follow-through skills
• Detail-oriented with strong organizational and documentation practices

• Plus

• Experience with credit unions, healthcare systems, or nonprofit organizations is a plus
• Comfort discussing basic concepts related to SERPs, split-dollar, and life insurance-based strategies