Regional Vice President

Amerilife Group, LLC; Florida; Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) plan

Generous PTO

Highly engaged company culture

Job summary

Amerilife Group, LLC is searching for a Regional Vice President to provide sales support to high-net-worth clients and their advisors. This pivotal role involves generating new leads, driving brand awareness, and closing multi-million-dollar cases while ensuring client satisfaction and managing case details efficiently.

The ideal candidate will possess a Bachelor's degree, insurance licensing, and strong skills in closing and prospecting sales. The position offers a competitive salary of $60,000 plus uncapped commissions, comprehensive benefits, and a collaborative company culture.

Qualifications

• Must be life insurance licensed or able to get licensed within the first 6 months.
• Experience using a CRM preferred.
• Ability to work independently at a quick pace.

Responsibilities

• Develop existing and new business relationships.
• Close new business deals by coordinating case requirements.
• Coordinate financial and insurance underwriting issues.

Skills

Closing and prospecting skills

Territory management experience

High energy level

High level of proficiency in Excel

Excellent organizational skills

Problem solver, proactive in high-stress situations

Customer-focused

Excellent mathematical skills

Education

Bachelor's degree

Advanced degree

Tools

Salesforce

Job description

Job Summary

Succession Capital is the largest, longest running, and most respected premium financing program in the country. Since 1996, we have been the leading resource for advisors and their HNW clients to maximize the value of insurance assets. For over 20 years, the Succession Capital team has continually refined CMS, enhanced it, and integrated it with advanced insurance strategies. We have assisted advisors in placing more than $70B of protection and $7B of financed premium. Our Capital Maximization Strategy is the smart way to purchase large insurance policies: a flexible, tailored, effective option for paying life insurance premiums.

Job Description

The Regional Vice President works closely with the Chief Distribution Officer and internal underwriting team to provide sales support to Succession Capital’s high‑net‑worth clients and their advisors. This highly visible position plays an integral role in the implementation and successful closure of multi‑million‑dollar cases. As an extension of our firm’s principles and brand, you will generate new leads through prospecting of new and existing customers, drive brand awareness with producer groups, and identify new opportunities for revenue generation.

You will be the primary point of contact for clients, requiring a high level of professionalism, quick problem‑solving ability, multi‑tasking, and solid experience reading and understanding financial documents such as personal/corporate tax returns, investment statements, irrevocable/revocable trusts, estate planning documents, balance/financial statements, etc. Expertise in capital gains tax, income tax, and estate tax is essential. You will resolve client issues, coordinate case management activities with the internal underwriting operations team, and work closely with the firm’s illustration team to review and revise case designs, ensuring perfection for advisor and client presentations.

Additionally, you will work directly with the client’s financial advisor to explain the illustration, ensure they understand it, and close the deal. A blend of high‑level analytical and financial skills with sales and interpersonal expertise is required for success.

General Duties

• Develop existing and new business relationships.
• Source potential new business deals through prospecting activities.
• Close new business deals by coordinating the requirements for each case with underwriting operations, principals, advisor, carrier, and lender partners.
• Coordinate various financial and insurance underwriting issues.
• Develop one‑on‑one relationships with selected firm clients and their advisors, along with selected firm contacts.
• Work closely with the firm’s illustration team.
• Utilize the firm’s CRM to manage all workflows and case notes.
• Maintain and enhance the firm’s reputation as a “Can‑Do” organization and the industry leader.
• Assist in marketing efforts with emphasis on webinars and group meetings.
• Attend periodic off‑site networking events and conferences.
• Accept ownership of all aspects of an assigned client.

Qualifications and Skills

• Bachelor’s degree required; advanced degree a plus.
• Closing and prospecting skills.
• Territory management experience.
• High energy level.
• Meeting sales goals.
• High level of proficiency in Excel.
• Must be life insurance licensed or able to get licensed within the first 6 months.
• Experience using a CRM, experience with Salesforce a plus but not required.
• Understanding or ability to learn complex life insurance illustrations and the company’s CMS financing spreadsheet.
• Some familiarity with LIBOR, Treasury yields, S&P 500 historical information preferred.
• Excellent organizational skills, process improvement and efficiency expertise.
• Ability to work independently at a quick pace.
• Team player with strong interpersonal and resource‑management skills.
• Problem solver, proactive in high‑stress situations.
• Customer‑focused & professional executive presence.
• Excellent mathematical skills.
• Previous pattern of success and demonstrated leadership qualities.

Compensation & Benefits

$60,000 base salary plus uncapped commission plan.

Comprehensive health benefits package.

401(k) plan.

Generous PTO.

Highly engaged company culture.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.