Business Solutions Strategist

We are seeking a highly motivated Sales Professional with proven experience in Corporate-Owned Life Insurance (COLI/BOLI), Non-Qualified Executive Benefit Plans, Deferred Compensation, and Executive Benefits solutions. In this client-facing role, you will work with our commercial bankers to identify opportunities, consult with corporate clients and executive leadership teams, deliver tailored insurance, advanced business concepts and benefit strategies that align with organizational goals.

The ideal candidate is a skilled relationship builder and technical sales expert who can translate complex financial and insurance concepts into clear, actionable solutions. This individual must be a licensed writing agent with the ability to structure, present, and execute sophisticated executive benefit programs. This will be a remote sales position, however, Person should reside in Dallas, Houston, Ft Worth or Austin.

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers. Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PC's in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
• Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
• Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations
• Proficient in consultative sales
• Excellent presentation skills
• Life Insurance licensed
• Experience with Buy-Sell agreements, Deferred Compensation, Executive benefits, ESOP

Preferred Qualifications

• Advanced designations, such as JD, CFP, CLU, and other industry credentials