As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $62 billion in assets.

Why join us?

• Wintrust Life Finance is an industry leader in life premium finance in North America with over 25 years of market leadership




• Entrepreneurial high performing results driven culture




• Highly knowledgeable, dedicated, and well-respected leadership team




• Core unit of top 50 U.S. bank (NASDAQ: WTFC)




• Grow your successful career

Job Description Summary:

As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $50 billion in assets.

What you will be doing:

• Source and develop insurance premium finance opportunities via brokerage and advisory channels (or relationships) in assigned regional territory




• Develop personal sales/marketing plan in collaboration with EVP




• Maintain information on market trends, successes, challenges, and opportunities 




• Maintain CRM prospect and opportunity data; leverage data/analytics to drive production 




• Up to 50% travel throughout assigned territory to foster and develop relationships leveraging in-person and video conferencing tools where appropriate




• Attend/represent Wintrust Life Finance at industry meetings and conferences 




• Assist in creation of marketing pieces and presentations

Required Background

• Minimum of 5 years' production-based sales experience with demonstrated success in Lending, Financial Advisory, Wealth Management, Financial Planning, Life Insurance Advanced Markets




• Bachelor’s degree in business or marketing related field, preferred




• Emphasis on client service




• Self-starter who drives for results independently with minimal supervision




• Outstanding communication and presentation skills




• Proficiency with MS Office and CRM tools (we use Salesforce)




• Finance/Credit background is a plus

Compensation/Benefits:

• Competitive base plus incentive compensation




• Full suite of benefits 401(k), medical/dental/vision, tuition reimbursement and much more!

#LI-REMOTE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.