Life Insurance Producer / Client Relationship Manager

Firm SummaryWinged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.Position SummaryThe primary function of the Producer / Client Relationship Manager (CRM) is to proactively market the products and services we offer to existing and new Centers of Influence and potential clients. The CRM will be expected to develop expertise with respect to the products and services we offer, and with the acquisition strategies our clients and their advisors employ to acquire such products. Further, our expectation is that the CRM will perform at a level of quality that enhances the reputation of Winged Keel Group which will enable and expand client relationships.Position ResponsibilitiesUnderstand, and present a spectrum of life insurance and annuity products available from major life insurance companies.Lead lunch and learns and informational meetings to educate referral sources on products and services.Cultivate long term relationships with Centers of Influence (e.g., Trust & Estate Attorneys, Investment Managers, Financial Advisors, Multi-Family Offices, and Single Family Offices) to generate referrals.Consistently achieve annual sales targets and goalsCreate proactive sales plans to generate revenue.Work collaboratively with other CRMs and manage new opportunities through closing, working with internal Case Design and Underwriting teams.Ensure ongoing policy servicing in conjunction with internal Client Service team.Ideal Candidate Will Possess The FollowingBachelor's degree5+ years experience in the life insurance industryLife insurance licenseFINRA Series 6 or 7, and 63 registrationsUnderstanding of technical aspects in life insurance strategiesStrong knowledge of life insurance products, tax laws, and estate planningSuperior networking/ relationship building and interpersonal skillsAbility to proactively prospect referrals in the ultra-affluent marketStrong closing capabilitiesEffective listener and communicatorAbility to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environmentAbility to work well both independently and in a team environmentCritical reviewer and creative thinkerWorking Conditions/Demands/ComplexityCommission-based with drawComprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.

Created: 2025-01-14