Client Relationship Manager Institutional Sales

Winged Keel Group Life Insurance Professional

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. The firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.

Position Summary :

Seeking a highly motivated life insurance point of sale professional who works with Financial Advisors and their clients. Winged Keel is an approved resource to ultra-high net worth professionals in the largest financial institutions in the country. As a leader working with Private Wealth Managers, we are seeking a self-starter with exceptional communication and interpersonal skills and a strong knowledge of estate, business, and charitable planning. The ideal candidate will build relationships, drive increased sales results and increase brand awareness. This role is for individuals who display initiative, a positive attitude, a high level of energy, drive, motivation and grit.

Position Responsibilities :

Business Development :

• 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

Client Relationship Management :

Ideal Candidate will Possess the Following :

Compensation / Benefits :