Sr Director, Insurance Institutional Sales

Burtch Works; Chicago (IL); Hybrid; USD 240,000 - 270,000; Full time

Job summary

Burtch Works is seeking a Senior Director for Insurance Institutional Sales in Chicago to lead relationship management and business expansion within the insurance sector. The position demands over 15 years of executive experience, focusing on strategic consulting and managing high-level client engagements while delivering tailored financial solutions.

Benefits

Medical, dental, and vision insurance plans

401(k) and pension offerings

Competitive PTO and paid holidays

Mentorship and tuition reimbursement

Flexible remote work days

Qualifications

• 15+ years in executive-level roles in banking or insurance.
• 10+ years in senior leadership and relationship management.
• Willingness to travel 30-45% for client meetings.

Responsibilities

• Drive business growth by developing strategic account plans.
• Build and maintain relationships with insurance clients.
• Collaborate with internal teams for tailored financial solutions.

Skills

Strategic planning

Business development

Negotiation

Leadership

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree

MBA in finance or banking

Job description

Sr Director, Insurance Institutional Sales

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Sr Director, Insurance Institutional Sales

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This range is provided by Burtch Works. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$240,000.00/yr - $270,000.00/yr

Job Title: Senior Director, Insurance Institutional Sales

Location: Chicago, IL (In-Office with Flexible Remote Days)

About The Company

We are a mission-driven financial institution supporting banks, credit unions, insurance firms, and community-focused lenders. Our organization plays a critical role in enabling financial institutions to invest back into their communities—from rural regions to urban neighborhoods. We are one of few regional institutions across the country, focused on innovation, collaboration, and high-performance culture.

Job Summary

We are looking for a Senior Director, Insurance Institutional Sales to join our Insurance Sales and Solutions Team in Chicago. The ideal candidate is a highly experienced relationship manager with deep expertise in the insurance sector and a strategic mindset. This role involves managing existing relationships, acquiring new clients, and serving as a trusted advisor by delivering tailored financial solutions.

Key Responsibilities

• Drive Business Growth: Develop and execute strategic account plans to meet and exceed insurance sales objectives, directly contributing to business expansion.
• Client Engagement: Build and maintain executive-level relationships with new and existing insurance clients in the finance and investment verticals.
• Strategic Consulting: Collaborate with internal Solutions Team to analyze complex client business challenges, propose innovative banking solutions, and influence strategic decisions.
• Product Strategy: Design comprehensive client engagement strategies to promote and grow adoption of financial products including advances, MPF, LOCs, CICA/AHP, and non-credit services.
• Market Presence: Represent the organization at industry conferences and client events, driving engagement and expanding sector-specific expertise.
• Cross-Functional Collaboration: Work closely with internal departments to structure sophisticated financial solutions that address client needs.
• Thought Leadership: Negotiate complex credit arrangements and contribute ideas for new business opportunities and service enhancements.
  
  

Requirements

• Education: Bachelor's degree required; MBA in finance or banking preferred.
• Experience:
• 15+ years in executive-level roles within banking, insurance, or marketing at a financial institution.
• 10+ years of senior leadership and relationship management experience.
• 10+ years negotiating complex credit deals including interest rates, terms, and collateral.
• Skills:
• Proven expertise in strategic planning and business development.
• Strong knowledge of finance and insurance industry regulations and trends.
• Exceptional negotiation, leadership, and sales abilities.
• Strong analytical, communication, and organizational skills.
• Other:
• Willingness to travel 30-45% for regional client meetings and industry events.
  

Preferred Qualifications

• Completion of a formal credit or financial rotational program.
• Prior experience in investment banking, asset management, or credit analysis.
• Demonstrated success in creating and delivering high-impact sales presentations.
  
  

Compensation: $250,000 Salary

Benefits

• Health and Wellness: Medical, dental, and vision insurance plans.
• Retirement Program: 401(k) and pension offerings.
• Work-Life Balance: Competitive PTO, 11 paid holidays, and a Lifestyle Spending Account.
• Professional Development: Upskilling, mentorship, and tuition reimbursement.
• Additional Perks: In-office collaborative model with flexible remote days and regular opportunities for industry networking and advancement.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  IT Services and IT Consulting

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