Apply on Employer Site

Winged Keel Group · 2 months ago

Client Relationship Manager – Institutional Sales

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Winged Keel Group is the premier national platform for high-end life insurance solutions. They are seeking a highly motivated Client Relationship Manager to cultivate relationships with financial advisors and their clients, driving sales results and increasing brand awareness in the life insurance sector.

BankingFinancial ServicesVenture Capital

Comp. & Benefits

Responsibilities

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

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

Qualification

Institutional sales experienceLife insurance knowledgeBusiness development skillsAdvanced planning conceptsPrivate Placement Life InsuranceSeries 6 & 63 licensesCommunication skillsPresentation skillsProblem-solving skillsOrganizational skills

Required

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