Director, Insurance Sales

3 weeks ago

United States of America Venture Search Full time
Director, Investor Sales (Insurance Coverage) – remote (US only)

Our client is a $7bn AUM leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies.

This role is responsible for distribution throughout the U.S., with a focus on the insurance investor market. They are seeking to recruit an experienced professional with direct insurance company relationships, a strong track record of client management and/or capital raising in the private markets, and the ability to effectively communicate an investment strategy to prospective investors with the goal of raising capital.

Primary Responsibilities

Investor Prospecting:
Develop and help build both existing and prospective insurance company investor relationships and, to a lesser extent, be responsible for covering pensions, endowments, RIAs, family offices, endowments, foundations, fund of funds, asset managers and consultants
Understand the different segments of the insurance company industry and investment needs of each segment, including types of fund structures
Leverage existing relationships that would be a suitable fit for firm and strategy
Generate and help manage pipeline of prospective investors
Arrange introductory and follow up calls and/or meetings with prospective investors
Track and help manage prospective investor follow-up
Marketing and Communication:

Develop an in-depth understanding of the firm, its history, professionals, culture, investment strategy and process, products, track record, portfolios and existing client base and successfully communicate to prospective investors
Develop a thorough understanding of the marketplace and competitive landscape and successfully communicate to prospective investors
Effectively advocate for the firm articulating its market position, competitive advantages, and value proposition to prospective investors
Lead initial presentations to prospective investors independently and/or with senior team members
Relationship Management:

Manage ongoing list of outstanding investor inquires, due diligence requests, RFPs and other follow-up, and work with investor relations team to ensure timely responses
Track all prospective investor progress in Client Relationship Management (CRM) system
Coordinate with and help manage placement agent activity globally
Performance and Personal Competencies

Established and strong institutional investor relationships:

Solid reputation within the LP and Consultant communities
Strong track record of advising institutional investors and/or raising capital from high quality investors
Experience with developing and managing institutional relationships
Solid understanding of the private equity/credit fundraising process and investor service expectations
Market and Product Knowledge:

Sufficient knowledge of the credit markets
Sufficient experience with credit-oriented strategies (individual will be expected to become quickly conversant in the Firm's investment strategy)
Communication and Relationship Building Skills:

Capability of articulating and selling investment strategy and engaging in solutions-oriented discussions with prospective investors
Naturally able to connect and build strong relationships with others, strong emotional intelligence and ability to communicate clearly and persuasively
Proven interpersonal communication skills with well-developed presentation skills
Entrepreneurial mindset, with an ability to be nimble and work without a playbook:

Creative approach to developing new, innovative ideas to drive investor pipeline
Self-motivated and proactive individual with an ability to work independently at times without a high degree of hand holding
Strong academic credentials, work ethic and a genuine passion for excellence:

Strong investment and analytical acumen, decision making and problem-solving skills
Ability to work under pressure to meet tight deadlines
Ability to multitask, prioritize and manage multiple responsibilities and work in a fast-paced environment
Energy for considerable domestic travel
Detail-oriented, with superior organizational and time management skills
Ability to set clear and challenging goals while committing to improved performance
Strong work ethic, honesty and intellectual curiosity
Team player with positive attitude and pro-active approach to work:

Willingness to work in a small, collaborative team environment
Ability to work independently, yet comfortable as part of a dynamic team
Ability to work well with a variety of people at all levels of the organization

Desired Skills & Experience

Undergraduate degree from a well-respected institution
Minimum of 6+ years of financial services or consultant experience in an outward facing role
Minimum of 6+ years successfully initiating and developing institutional investors relationships and preferably raising capital for private funds, preferably in private credit and/or private equity. Candidates must have an extensive network of Insurance groups across the US.

This is a remote role, available to anyone in the US. Candidates must be a US citizen to apply.

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