State Licensed VP of Sales
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Job Summary
To support a growing team, the full-time remote State Licensed VP of Sales will manage and build upon a book of business for Lion Street Private Client, offering sales and case design support while strengthening partnerships with independent producers and institutional clients.
Key responsibilities:
- Offer sales and case design support to firms and their advisors
- Build and strengthen partnerships with independent producers and institutional clients
- Utilize Lion Street's CRM for sales reporting and maintain appropriate records
Required qualifications:
- 5-10 years of experience wholesaling to institutions such as wire houses and national banks
- Expertise in identifying and cultivating new institutional relationships
- Depth of knowledge in life products, planning concepts, and compliance standards
- Industry certifications such as CLU, ChFC, or CFP preferred
- Licenses: Series 6, 7, 24, 63, and Life, Accident & Health preferred
Complete Job Description
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