Stone Hendricks Group

Bank Owned Life Insurance Producer

Stone Hendricks Group

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Drive the sale of BOLI/COLI solutions to corporate clients, with a primary focus on financial institutions.
  • Effectively communicate and collaborate with stakeholders across Tax, Legal, and HR departments.
  • Navigate and manage extended sales cycles, typically ranging from 6 to 12 months, with a strong emphasis on pre-sale due diligence.
  • Maintain a deep understanding of regulatory environments surrounding both life insurance and the banking industry as it relates to BOLI/COLI.
  • Build and sustain long-term client relationships through trust and high-touch service.

Requirements

  • A strong, existing book of business in BOLI/COLI or similarly complex financial product sales.
  • In-depth knowledge and proven experience with Corporate-Owned and Bank-Owned Life Insurance.
  • A solid understanding of the regulatory landscape affecting both banking and life insurance sectors.
  • Demonstrated ability to manage and close intricate, high-value sales involving multiple internal stakeholders.
  • Self-driven and highly capable of operating independently in a remote work environment.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
BOLICOLIfinancial product salespre-sale due diligencesales cycle management
Soft Skills
communicationcollaborationrelationship buildingtrustindependence