Regional Vice President

Job Description

General Duties:

• Develop existing and new business relationships
• Sources potential new business deals through prospecting activities
• Closes new business deals by coordinating the requirements for each case with our underwriting operations team, principals, advisor, carrier and lender partners
• Coordinates various financial and insurance underwriting issues.
• Develop one on one relationships with selected firm clients and their advisors along with selected firm contacts
• Work closely with firm’s illustration team
• Utilize firm’s CRM to manage all workflows and case notes
• Maintain and enhance firm’s reputation as a, “Can-Do” organization and the leader in our industry
• Assist in the firm’s marketing efforts with emphasis on webinars and group meetings
• Attend periodic off-site networking events and conferences
• Accept ownership of all aspects of an assigned client

Qualifications And Skills

A successful RVP will have various skills and qualifications needed to do an excellent job, including:

• Bachelor’s Degree required, Advanced degree a plus
• Closing and prospecting skills
• Territory management
• High energy level
• Meeting sales goals
• High level of proficiency in Excel required
• Must be life insurance licensed or able to get licensed in the first 6 months
• Experience using a CRM, experience with Salesforce a plus, but not required
• Understanding or ability to learn complex Life Insurance illustrations and company’s CMS financing spreadsheet
• Some level of familiarity with things like LIBOR, Treasury Yields, S&P 500 historical information preferred
• Excellent organizational skills, process improvement and efficiency expertise
• Ability to work independently and at a quick pace
• Team player with strong interpersonal and resource management skills
• Problem solver, with the ability to be proactive in high stress situations
• Customer focused & professional
• Executive Presence
• Excellent mathematical skills required
• Previous pattern of success and demonstrated leadership qualities

Pay & Benefits

$60,000k Base salary plus uncapped commission plan
Comprehensive health benefits package
401k
Generous PTO
Highly engaged company culture