Client Relationship Manager Institutional Sales

divh2Winged Keel Group Life Insurance Professional/h2pWinged 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./ppPosition Summary:/ppSeeking 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./ppPosition Responsibilities:/ppBusiness Development:/pulliProspect and cultivate new relationships with Financial Advisors through targeted outreach and networking/liliLeverage Winged Keels relationships with existing institutional clients by developing and executing proactive, creative, and ongoing contact initiatives/liliBuild consistent travel in market to develop successful relationships by initiating in-person meetings in branch offices in the territory to increase referral opportunities/liliManage pipeline and track progress through our CRM system/li/ulpClient Relationship Management:/pulliDrive 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/liliAbility to consistently balance proactive sales efforts while handling the reactive aspects of the role. This includes leveraging internal resources to maximize growth/liliEducate clients and advisors on advanced planning concepts, and the strategies we use to structure life insurance policies/liliEffectively communicate the Winged Keel story and act as a brand ambassador/liliSuccinctly describe life insurance concepts both Traditional Life Insurance and Private Placement Life Insurance/liliLeverage internal leadership teams to increase brand awareness and opportunities/liliEffectively work with internal resources at Winged Keel to deliver high level service and support to financial advisors and clients/li/ulpIdeal Candidate will Possess the Following:/pulliBachelors Degree/liliMinimum of 10 years of experience in institutional sales and business development within the life insurance industry/liliUnderstanding of advanced sale concepts, including trusts, estate and income tax laws, charitable planning, business planning, and overall product knowledge/liliUnderstanding of Private Placement Life Insurance a plus/liliDemonstrated 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/liliUnderstanding of the Financial Advisor market and their clients/liliMaintains Series 6 63, Life and Health licenses/liliExcellent presentation, communication, and presentation skills/liliWillingness to travel/liliStrong problem-solving capabilities/liliAbility to stay highly organized and accountable in a fast-paced sales environment/li/ulpCompensation / Benefits:/pulliAttractive annual compensation package is commensurate with experience/liliComprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits/liliStrong variable compensation package coupled with benefits/li/ul/div