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SalaryLongevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) is a fast growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.
ITM is a nation-leading provider of fiduciary risk management solutions and a team of independent life insurance experts. We partner with over 300 banks and trust companies, attorneys, wealth advisors, professional trustees and family offices. ITM is among the largest and best equipped servicers of Trust Owned Life Insurance in the United States. Our purpose is to empower parties to life insurance policies held in trust to make informed decisions and realize the full value of life insurance assets. Life Insurance Trust Company, an affiliate of ITM, is a South Dakota-based Trust Company focused exclusively on the administration of Irrevocable Life Insurance Trusts and provides fiduciary services to grantors and beneficiaries of theses trusts.
We are looking for a positive and energetic sales professional with an eagerness to learn, passion for fiduciary and trust services, and a desire to be in a sales role. This position will work on sales initiatives and will work cross functionally with teams of trust professionals, insurance specialists, and marketing professionals. This position offers a competitive base salary with a full benefits package and robust incentive on New Business, no cap on earning potential.
Essential Job Responsibilities:
- Sell ITM and Life Insurance Trust Company’s products and services
- Cultivate existing client relationships and cross-sell/upsell ITM and Life Insurance Trust Company’s services
- Establish new strategic partnerships with banks, trust companies, accounting firms, and financial institutions.
- Build a network with the professional community including CPA’s, attorneys, RIA’s, and financial advisors to generate sales referrals.
- Acts as a technical expert on ITM/Life Insurance Trust Company’s relevant products and services and/or leverages other internal subject matter experts as required during the sales process.
- Promotes ITM/ Life Insurance Trust Company through industry conferences, trade shows, periodicals, educational opportunities, and webinars as an attendee, speaker, or interviewee.
- Manage and develop business proposals, the sales pipeline, and New Business activity.
- Interface directly with client prospects and their advisors, establish client meetings, and respond to inquiries from prospective clients and their advisors.
- Work directly with our marketing department on establishing marketing materials and developing marketing strategies.
- You will spend 90-95% of your time in sales.
- Willingness to travel as needed.
- Other duties as assigned.
- Candidates must be self-driven, with a high level of intensity, and be motivated to drive New Business.
- Experience selling financial services/products is preferred. Will consider other relevant sales experience and/or experience in selling other financial products.
- Ability to work in a fast-paced environment, multitask, and think critically.
- Ability to be a dynamic member of the team.
- Excellent communication skills and poise giving presentations. Excellent interpersonal skills, both written and oral.
- Be an outgoing person who can connect and develop meaningful relationships with a wide range of people from diverse backgrounds.
- Prior experience dealing with life insurance is a plus.
- Bachelor’s degree is required.
- Pay based on education and experience. We offer a competitive base salary with a full benefits package and robust incentive on New Business, no cap on earning potential. This position also offers the opportunity for expansion and growth.
- Relocation is paid.
Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/
