Stone Hendricks Group logo
Stone Hendricks Group

SHG is in the business of making connections, and honed our process through years of providing direct-hire services.

Bank Owned Life Insurance Producer

ProducerProducerFull TimeRemoteSeniorTeam 11-50Since 2021Company SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

Not specified

Seniority

Senior

English

Job Description

• 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.

Job 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.

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