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AmeriLife

Regional Vice President

AmeriLife

Regional Vice President driving sales support and leads for high net-worth clients at AmeriLife. Specializing in capital maximization and insurance solutions.

Posted 6/25/2026full-timeRemote • Florida, Massachusetts, Missouri, Montana, Rhode Island • 🇺🇸 United StatesLead💰 $60,000 per yearWebsite

About the role

Key responsibilities & impact
  • Develop existing and new business relationships
  • Sources potential new business deals through prospecting activities
  • Closes new business deals by coordinating the requirements for each case with our underwriting operations team, principals, advisor, carrier and lender partners
  • Coordinates various financial and insurance underwriting issues.
  • Develop one on one relationships with selected firm clients and their advisors along with selected firm contacts.
  • Work closely with firm’s illustration team
  • Utilize firm’s CRM to manage all workflows and case notes.
  • Maintain and enhance firm’s reputation as a, “Can-Do” organization and the leader in our industry.
  • Assist in the firm’s marketing efforts with emphasis on webinars and group meetings.
  • Attend periodic off-site networking events and conferences
  • Accept ownership of all aspects of an assigned client.

Requirements

What you’ll need
  • Bachelor’s Degree required, Advanced degree a plus
  • Closing and prospecting skills
  • Territory management
  • High energy level
  • Meeting sales goals
  • High level of proficiency in Excel required
  • Must be life insurance licensed or able to get licensed in the first 6 months
  • Experience using a CRM, experience with Salesforce a plus, but not required
  • Understanding or ability to learn complex Life Insurance illustrations and company’s CMS financing spreadsheet.
  • Some level of familiarity with things like LIBOR, Treasury Yields, S&P 500 historical information preferred
  • Excellent organizational skills, process improvement and efficiency expertise
  • Ability to work independently and at a quick pace
  • Team player with strong interpersonal and resource management skills.
  • Problem solver, with the ability to be proactive in high stress situations.
  • Customer focused & professional
  • Excellent mathematical skills required
  • Previous pattern of success and demonstrated leadership qualities.

Benefits

Comp & perks
  • Comprehensive health benefits package
  • 401k
  • Generous PTO
  • Highly engaged company culture

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
closing skillsprospecting skillsterritory managementExcellife insurance licenseCRMSalesforcelife insurance illustrationsCMS financing spreadsheetmathematical skills
Soft Skills
high energy levelorganizational skillsprocess improvementefficiency expertiseindependent workteam playerinterpersonal skillsresource managementproblem solvingcustomer focused
Certifications
Bachelor's Degreelife insurance license