Regional Vice President
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Job Description
Regional Vice President driving sales support and leads for high net-worth clients at AmeriLife. Specializing in capital maximization and insurance solutions.
Responsibilities:
- 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.
Requirements:
- 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
- Excellent mathematical skills required
- Previous pattern of success and demonstrated leadership qualities.
Benefits:
- Comprehensive health benefits package
- 401k
- Generous PTO
- Highly engaged company culture
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