Regional Vice President

🔥 18 hours ago

🐊 Florida, Montana, +3 more states – Remote

🐊 Florida – Remote 🦬 Montana – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ⚓ Rhode Island – Remote

💵 $60k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

💸 Finance

💰 Secondary Market on 2022-06

Finance • Insurance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• 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