VP, Sales
Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Founded in 2010, Lion Street is managed by a team of experienced industry veterans. It was purchased by Integrity in January of 2022.
For more information on Lion Street, please go to www.lionstreet.com.
We are looking for experienced candidates that have averaged more than $1M+ in annual target life premium and understand sophisticated clients, products, and advisors. The VP, Sales will be in charge of managing and building upon a book of business for Lion Street Private Client (LSPC).
Responsibilities:
- Offer sales and case design support to our firms and their advisors.
- Correspond with Lion Street firms to share ideas and participate in team recruitment & sales campaigns assigned by management to help drive company results.
- Build and strengthen partnerships with independent producers, institutional clients, branch managers, and insurance specialists.
- Collaborate with internal teams and Lion Street partnership carriers to recommend products and pricing strategies.
- Utilize Lion Street's CRM to maintain appropriate records and sales reporting.
- Deliver exceptional support before, during, and after the sale to deepen relationships with producers and clients.
- Develop strategic client profiles to identify and pursue new sales opportunities.
- Perform additional duties as needed to support overall business goals.
Desired Skills and Experience:
- The ideal candidate will have 5-10 years of experience wholesaling to Institutions - wire houses, national and regional banks, P&C, and RIA firms, with strong experience in client point-of-sale interactions.
- Expertise in identifying, recruiting, and cultivating new institutional relationships from scratch.
- Depth of knowledge and understanding of life products, planning concepts, and compliance standards for the institutional marketplace.
- The ability to work with Lion Street carriers and alliances to leverage existing product experts and resources for the benefit of the firms.
- Strong communication and customer service skills are necessary to succeed in this role. Candidate must be willing to take initiative, exhibit creative thinking and take ownership of opportunities.
- Self-starter attitude and strong desire to provide excellent results. Ability to excel in a dynamic, fast-moving company environment.
- Industry certifications such as CLU, ChFC, or CFP are preferred.Licenses: Series 6, 7, 24, 63, and Life, Accident & Health preferred.
