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David Careers

Sales Vice President – Insurance Specialist Mid-Atlantic (DC, DE, MD, VA)

Posted 4 days ago

capitas financialUnited (PA)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInsurance Agencies and Brokerages

SENIORITY

Senior

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About the role

Why Capitas Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly. Capitas Financial has achieved double-digit growth for more than five consecutive years, and we are expanding our field force to meet growing demand. Capitas combines the opportunity and autonomy to build your own market with resources and expertise to help you succeed. For the right person, this is an opportunity to build bigger relationships, pursue larger cases and grow a substantial long-term business with the support structure to help you succeed. We are looking for an accomplished life insurance sales professional to help drive our continued growth throughout select territories. This is an opportunity to build a significant business with financial advisors and clients, backed by the resources, expertise and support of a growing organization. Capitas Financial has semi-exclusive access to tens of thousands of FAs at many of the nation’s largest wealth management firms as well as the ability to market to independent advisors. At Capitas, your focus is where it should be, on building relationships, uncovering opportunities and closing business. A Platform Built to Help You WinYou’ll have dedicated support across: Case Management – application, underwriting and case execution Case Design – product analysis, illustrations and carrier comparisons Advanced Planning & Underwriting Marketing & Business Development Carrier Relationships and Product Expertise You’ll also have access to a network of specialists who can partner with you and your advisors on sophisticated opportunities, including: Executive Benefits Wealth Transfer Estate Planning Premium Financing High-Limit Disability Insurance, including Lloyd’s of London Capitas Financial provides their sales force an environment to help them bring more capabilities to their advisors, pursue larger opportunities and spend more time selling.
What You’ll Do:
  • Build and expand relationships with financial advisors throughout the Mid-Atlantic
  • Drive life insurance and related protection sales through those relationships
  • Help advisors uncover opportunities within affluent and high-net-worth client relationships
  • Develop and present sophisticated insurance and planning strategies
  • Participate in advisor and client meetings when appropriate
  • Own opportunities from initial concept through placement, leveraging Capitas’ extensive support resources
  • Proactively prospect, manage your pipeline and execute territory sales strategies
  • Partner with Capitas leadership, specialists and carriers to generate new business
What We’re Looking For:
  • We are looking for a proven salesperson and relationship builder with strong insurance expertise and an entrepreneurial mindset.
  • Successful candidates will have:5+ years of successful life insurance/protection-product sales, wholesaling, brokerage or related financial services experience
  • A demonstrated track record of growing sales and distribution
  • Strong life insurance, advanced case design and planning knowledge
  • Experience working with financial advisors, wealth managers, private bankers or independent advisors
  • Strong prospecting, territory management and relationship development skills
  • The ability to establish credibility with financial advisors and clients
  • Excellent communication, responsiveness and follow-through
  • Active Life & Health insurance licenseFINRA Series 6 or 7 and Series 63 Bachelor’s degree or equivalent professional experience
  • Experience in institutional insurance distribution, wirehouse, bank, private-bank, broker-dealer or advanced-markets channels is especially valuable.
Location: Mid-Atlantic (DC, DE, MD, VA) The successful candidate should reside within or be able to effectively cover the assigned territory. Compensation & Benefits Pay Range: Compensation package consists of base pay plus commission, offering strong earning potential for high performers. Benefits & Other Compensation: This position is eligible for the company’s benefits, which include health-care coverage (medical, and where applicable dental and vision), retirement savings, as well as voluntary and group life insurance. xhmxlyz Eligibility is subject to applicable plan terms.

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