
Strategic Life Policy Acquisitions Specialist
2 weeks ago
We are seeking a highly motivated and experienced acquisition professional to lead and optimize our efforts in sourcing, evaluating, and acquiring life insurance policies for resale.
- The ideal candidate will have experience in sales, possess strong financial acumen, and exhibit a proactive approach to building relationships with key stakeholders.
Key Responsibilities:
- Sourcing and Acquisition: Identify and engage with policyholders, brokers, and advisors to source qualified whole life and endowment policies for acquisition.
- Negotiation and Transaction Management: Negotiate purchase terms and manage the acquisition process from initial inquiry to closing.
- Team Collaboration: Collaborate with other team members to ensure smooth transaction flow.
- Relationship Building: Build and maintain strong, long-lasting relationships with agents, financial planners, and other partners.
- Market Monitoring: Monitor market trends and competitor activity to identify new sourcing strategies and opportunities.
- Performance Metrics: Meet or exceed monthly and quarterly targets.
- Education: Minimum GCE 'O' levels.
- Sales Experience: Proven experience in a sales role.
- Interpersonal Skills: Strong interpersonal skills and communication skills - comfortable initiating conversations and building rapport quickly.
- Social Skills: Naturally sociable and outgoing; enjoys meeting new people and making connections.
- Deal Origination: Ability to originate deals through a variety of channels.
- Professional Relationships: Skilled at building and maintaining professional relationships and networks.
- Independence: Self-motivated, goal-oriented, and able to work independently.
- Communication: Confident and persuasive communicator, both in person and over the phone/email.
- Networking: Comfortable attending networking events and client meetings.
- Rejection Handling: Ability to handle rejection and stay positive under pressure.
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