Sales and Marketing, Life Lending
The Life Lending Sales and Marketing role leads business development and Life Insurance professionals ("facilitators") acquisition efforts within the premium financing sector. This role focuses on sourcing facilitators looking for financing solutions for their high-net-worth individuals (HNWIs), family offices, and businesses to fund large life insurance premiums.
Key Responsibilities and Duties
Identifies and connects with new business opportunities for premium financing solutions in the facilitator and life insurance carrier markets.
Develops and nurtures robust relationships with facilitators, financial advisors, estate planners, and life insurance carriers.
Develops and executes sales strategies to meet and exceed key performance metrics.
Informs clients and partners about life premium financing structures, associated risk factors, and advantages.
Makes sure all loan submissions adhere to industry regulations, legal requirements, and company policies.
Keeps ahead of industry trends, competitive landscapes, and emerging opportunities in premium financing.
Collaborates closely with internal teams, such as credit, operations, and bankers, to provide customized solutions for clients.
Represents the company at industry conferences, networking events, and professional forums to build relationships and stay updated on market trends.
Educational Requirements
Work Experience
Physical Requirements
Career Level
8IC
Preferred Qualifications
5+ years of Life Lending/Premium Financing experience
Sales & business development experience
Excellent relationship building skills
Expected Travel: 35%
Posting End Date: 05/09/25
Job Seeker Notice
EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (***/about/careers/notice-to-job-seekers)
Pay Range $119,000 - $161,000
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
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