Sales VP, Life Insurance Wholesaler

About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker).  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). 

About BSMG:

Founded in 1972, Brokers’ Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing.  Our dynamic team of internal sales specialists works closely with our marketing department and cutting-edge technology to locate highly qualified prospects and turn them lifelong clients. 

BSMG is a team of people striving to create memorable experiences, every day. We believe that acting as a fiduciary to the policy holder, providing service excellence and being passionate about what we do every day (even having fun) are all keys to our differentiated business model.  We are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and producer groups. BSMG has strong relationships based on mutual respect with the Nation’s leading insurance carriers.  BSMG has developed a stellar industry reputation over the past 4 decades with all of our carrier partners as well as those with whom we do business. BSMG is a dynamic, exciting place to work – being recognized as one of the Best Places to Work in RI in 2019, 2020, 2021, and 2022 as well as receiving a Worksite Health Award (superior rating).

Position Summary

You are a Life Insurance Wholesaler that successfully manages a book of high-end producers and has successfully recruited top producers for several years. You actively marry life insurance design with the most current advance planning concepts and product intelligence to deliver the best options for your clients. You are a dominant force in the lives of your producers. You’re successful where you are – one of the best…but you want more – you want more support, more opportunity and something truly unique to offer your top brokers. If you had world class support standing beside you every step of the way, and a truly unique value proposition to offer your top producers, you could do more. You are extremely ethical, have high energy and an abundance mentality plus a positive outlook.  You are a student of the game and relish working with the nation’s most successful producers – if only your team were as good as you. You want a great Internal teammate, exceptional case managers and underwriting so good it is your biggest weapon on large cases. If this sounds like you, we’d like to discuss why BSMG might be a good fit for you…

Need to know more? Imagine if you had “RDU”. Watch here:

https://www.bsmg.net/rdu/

Responsibilities:

• Maintain regular contact with top producers and prospective top producers and deliver high-value sales presentations.
• Develops new production from producers, by understanding, listening and imparting the tools and concepts that create revenue and make the complex, simple.
• Consistent focus on high-value selling activities, exceed service expectations and develop deep customer relationships.
• Consult and provide advanced planning support to members of our existing life insurance wholesaling team , assist in the vetting and selection of appropriate life products to solve clients planning needs.
• Meet with client and broker when needed to explain recommendation and help close the sale (point of sale support).
• Tell our unique stories and deliver a compelling “buyer journey”.  
• Conduct oneself with a focus on service excellence, fair dealing, and client-first decision making.
• Must be passionate about business and have a track record of sales success.
• Develop $2 million of commissionable premium within a 3 year period.

Education/Experience

• Qualified candidates must possess a bachelor’s degree from a four-year college or university.
• CLU and/or CFP designations highly desired.
• Life Insurance license and Series 6 required.

Skills / Requirements:

• Self-motivated and passionate about wholesaling excellence and sales growth
• Have at least 5 years of experience wholesaling.
• Have a group of “portable” producers that can reliably provide more than $1 million annually of commissionable premium (once up and running – after 2 years) is preferred.
• Experience in advanced planning, including well-crafted life insurance strategies that help clients preserve and protect their wealth.
• Effective coordination with strategic partners including estate and business planning attorneys, life settlement providers, log term care providers, family offices and other resources.
• Understand how to motivate and develop business from brokers that have a healthy client base but who don’t sell protection products. They must be able to consistently stay in contact to develop this business. 
• Be well-organized, energetic, and a follow-through professional.
• Ability to develop relationships with producers and centers of influence as a consultative, trusted advisor.
• Superior customer service and ability to build productive long-term relationships.
• Strong ability cross-sell and create revenue-producing referrals in Annuities and LTC.
• Understand complex life insurance concepts used for business and estate planning, and cash value accumulation for the purpose of tax-free distributions.
• Exceptional interpersonal and networking skills (Including Linked-In).
• Solid professional writing skills.
• Must be able to present in one-on-one and small group settings.
• Must be detail-oriented, analytical, well-organized, assertive, confident, thoughtful, innovative and creative – all the attributes of a successful entrepreneur.

Essential Skills

• Ability to use technology including but not limited to keyboard, computer/mobile devices, photocopier, scanner with ease and speed.
• Demonstrates the ability to understand the relationship of numbers.
• Demonstrates the ability to communicate, both verbal and written, effectively and succinctly, using proper grammar and sentence structure.
• Ability to work with deadlines in a high-pressure environment.
• Demonstrates the ability to effectively lead.

Other Duties:

The above information describes the general nature and level of work performed by employees in this position. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications of employees so classified.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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