Client Relationship Manager – Institutional Sales - Remote Eligible

Winged Keel Group Life Insurance Professional

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. The firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.

Position Summary:

Seeking a highly motivated life insurance point of sale professional who works with Financial Advisors and their clients. Winged Keel is an approved resource to ultra-high net worth professionals in the largest financial institutions in the country. As a leader working with Private Wealth Managers, we are seeking a self-starter with exceptional communication and interpersonal skills and a strong knowledge of estate, business, and charitable planning. The ideal candidate will build relationships, drive increased sales results and increase brand awareness. This role is for individuals who display initiative, a positive attitude, a high level of energy, drive, motivation and grit.

Position Responsibilities:

Business Development:

• Prospect and cultivate new relationships with Financial Advisors through targeted outreach and networking
• Leverage Winged Keel's relationships with existing institutional clients by developing and executing proactive, creative, and ongoing contact initiatives
• Build consistent travel in market to develop successful relationships by initiating in-person meetings in branch offices in the territory to increase referral opportunities
• Manage pipeline and track progress through our CRM system

Client Relationship Management:

• Drive sales results in the territory with a proven track record of reaching a minimum of $2,000,000 of target premium in life insurance sales
• Ability to consistently balance proactive sales efforts while handling the reactive aspects of the role. This includes leveraging internal resources to maximize growth
• Educate clients and advisors on advanced planning concepts, and the strategies we use to structure life insurance policies
• Effectively communicate the Winged Keel story and act as a brand ambassador
• Succinctly describe life insurance concepts both Traditional Life Insurance and Private Placement Life Insurance
• Leverage internal leadership teams to increase brand awareness and opportunities
• Effectively work with internal resources at Winged Keel to deliver high level service and support to financial advisors and clients

Ideal Candidate will Possess the Following:

• Bachelor's Degree
• Minimum of 10 years of experience in institutional sales and business development within the life insurance industry
• Understanding of advanced sale concepts, including trusts, estate and income tax laws, charitable planning, business planning, and overall product knowledge
• Understanding of Private Placement Life Insurance a plus
• Demonstrated ability to create sales/relationship opportunities with clients, prospects, and advisors in the high-net-worth space with the ability to build trust for referrals
• Understanding of the Financial Advisor market and their clients
• Maintains Series 6 & 63, Life and Health licenses
• Excellent presentation, communication, and presentation skills
• Willingness to travel
• Strong problem-solving capabilities
• Ability to stay highly organized and accountable in a fast-paced sales environment

Compensation / Benefits:

• Attractive annual compensation package is commensurate with experience
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits
• Strong variable compensation package coupled with benefits