Client Relationship Manager Institutional Sales

Winged Keel Group Life Insurance ProfessionalWinged 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 networkingLeverage Winged Keel's relationships with existing institutional clients by developing and executing proactive, creative, and ongoing contact initiativesBuild consistent travel in market to develop successful relationships by initiating in-person meetings in branch offices in the territory to increase referral opportunitiesManage pipeline and track progress through our CRM systemClient 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 salesAbility to consistently balance proactive sales efforts while handling the reactive aspects of the role. This includes leveraging internal resources to maximize growthEducate clients and advisors on advanced planning concepts, and the strategies we use to structure life insurance policiesEffectively communicate the Winged Keel story and act as a brand ambassadorSuccinctly describe life insurance concepts both Traditional Life Insurance and Private Placement Life InsuranceLeverage internal leadership teams to increase brand awareness and opportunitiesEffectively work with internal resources at Winged Keel to deliver high level service and support to financial advisors and clientsIdeal Candidate will Possess the Following:Bachelor's DegreeMinimum of 10 years of experience in institutional sales and business development within the life insurance industryUnderstanding of advanced sale concepts, including trusts, estate and income tax laws, charitable planning, business planning, and overall product knowledgeUnderstanding of Private Placement Life Insurance a plusDemonstrated ability to create sales/relationship opportunities with clients, prospects, and advisors in the high-net-worth space with the ability to build trust for referralsUnderstanding of the Financial Advisor market and their clientsMaintains Series 6 & 63, Life and Health licensesExcellent presentation, communication, and presentation skillsWillingness to travelStrong problem-solving capabilitiesAbility to stay highly organized and accountable in a fast-paced sales environmentCompensation / Benefits:Attractive annual compensation package is commensurate with experienceComprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefitsStrong variable compensation package coupled with benefits