The Client Relationship Manager will build and maintain relationships with financial advisors to drive sales in life insurance, requiring 10 years' experience in institutional sales.
Firm Summary:
Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, 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.
The primary focus of this role is to cultivate relationships with private wealth advisors and their clients. Increased knowledge of the uses of life insurance and private placement life insurance to protect and preserve wealth and create tax efficient strategies is a key driver to the success of this role. The ability to gain trust and identify opportunities is key to the growth of this position.
Position Responsibilities:
Business Development
Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, 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.
The primary focus of this role is to cultivate relationships with private wealth advisors and their clients. Increased knowledge of the uses of life insurance and private placement life insurance to protect and preserve wealth and create tax efficient strategies is a key driver to the success of this role. The ability to gain trust and identify opportunities is key to the growth of this position.
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
- Drive sales results in the territory with a proven track record of reaching a minimum of $2,000,000 of target premium in life insurance sales
- Ability to consistently balance proactive sales efforts while handling the reactive aspects of the role. This includes leveraging internal resources to maximize growth
- Educate clients and advisors on advanced planning concepts, and the strategies we use to structure life insurance policies
- Effectively communicate the Winged Keel story and act as a brand ambassador
- Succinctly describe life insurance concepts both Traditional Life Insurance and Private Placement Life Insurance
- Leverage internal leadership teams to increase brand awareness and opportunities.
- Effectively work with internal resources at Winged Keel to deliver high level service and support to financial advisors and clients
- Bachelor’s Degree
- Minimum of 10 years of experience in institutional sales and business development within the life insurance industry
- Understanding of advanced sale concepts, including trusts, estate and income tax laws, charitable planning, business planning, and overall product knowledge.
- Understanding of Private Placement Life Insurance a plus
- Demonstrated ability to create sales/relationship opportunities with clients, prospects, and advisors in the high-net-worth space with the ability to build trust for referrals.
- Understanding of the Financial Advisor market and their clients
- Maintains Series 6 & 63, Life and Health licenses
- Excellent presentation, communication, and presentation skills
- Willingness to travel
- Strong problem-solving capabilities
- Ability to stay highly organized and accountable in a fast-paced sales environment
- Attractive annual compensation package is commensurate with experience
- Eligible for annual performance-based bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.
Top Skills
Crm System
Financial Advisor Tools
Microsoft Office Suite
Winged Keel Group San Francisco, California, USA Office
San Francisco, California, United States, 94104
Similar Jobs
Artificial Intelligence • Fintech • Machine Learning • Mobile • Payments • Retail • Software
The Senior Manager, Accounting & Financial Reporting will oversee the month-end close process, lead an accounting team, and ensure compliance with GAAP while guiding complex transactions and audits.
Top Skills:
NetSuite
Aerospace • Hardware • Information Technology • Security • Software • Cybersecurity • Defense
The Senior Geospatial Analyst will perform GEOINT analysis, manage geospatial data systems, and create multimedia presentations while collaborating with industry professionals.
Top Skills:
Esri Arcgis PlatformGeoserverJavaMapboxMssqlOraclePostgisPostgresPythonQgisRSAS
Aerospace • Hardware • Information Technology • Security • Software • Cybersecurity • Defense
The Geospatial Data Scientist will support GEOINT analysts in creating data architectures and integrating algorithms for intelligence requirements, with a strong emphasis on data science techniques and GEOINT operations.
Top Skills:
JuliaPythonRSQL
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
