Regional Vice President

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.

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.

• 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.

• 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…