Life Insurance Regional Vice President

Job Summary

To support the growth of Succession Capital's premium financing program, the full-time Remote Life Insurance Regional Vice President will manage high net-worth client relationships, drive new business through prospecting, and coordinate case management activities with internal teams.

Key responsibilities

• Develop and maintain business relationships with clients and advisors
• Generate new leads and close multi-million-dollar business deals by coordinating with underwriting operations
• Analyze and review case designs, ensuring accuracy and effectiveness for client presentations

Required qualifications

• Bachelor's Degree required; advanced degree preferred
• Life insurance license or ability to obtain within six months
• High proficiency in Excel and experience with CRM systems
• Strong analytical skills with the ability to understand complex financial documents
• Proven track record of meeting sales goals and developing client relationships