Sr. Sales Director
Job Description
Job Summary: LifeRoc Capital is one of the nation's fastest-growing life settlement providers, giving financial advisors and their clients direct access to a leading global network of policy buyers. We are looking for an entrepreneurial, relationship-driven sales professional to grow LifeRoc's presence among high-net-worth clients and the advisors who serve them. This is a growth role built around advisory, consultative selling rather than high-volume transactional sales — relationships and sales cycles here are longer, and new business comes primarily from conferences, seminars, and networking rather than inbound or cold-call volume. The ideal candidate already moves comfortably in the pool of successful financial advisors and insurance producers and can use that credibility to introduce LifeRoc's life settlement solutions, though a pre-existing book of business is a plus rather than a requirement — LifeRoc brings its own advisor base and funder network to support the role.
Job Location: Remote — candidates may be based anywhere in the U.S.; Orange County, CA is preferred but not required. Given LifeRoc's concentration of high-net-worth clients, candidates based on the East Coast are also a strong fit.
Desired Experience: Proven, established production experience in financial services, life insurance, or annuities (backgrounds such as Regional Vice President or Senior Vice President of Life Insurance/Annuities are a good fit), ideally with direct experience serving high-net-worth clients.
Position Classification: Full-time
Base Salary: $100,000.00 to $120,000.00 per year plus bonus
Commissions: Uncapped (structure to be reviewed with LifeRoc)
Insurance Benefits: 100% Employer Paid Health Plan, 50% Employer Paid Vision & Dental Plans.
Paid Time Off: 15 days per year, Accrual starting after 3 months of service.
Training: 90-day hands on training program plus employer sponsored external training programs.
Travel: 10–15 days in LifeRoc's Irvine, CA office during the first month, then approximately 2 days per quarter for the remainder of the first year. Regular travel, including hotel stays most months, should be expected.
Duties & Responsibilities:
? Build and maintain relationships with a network of successful financial advisors, insurance producers, and high-net-worth referral sources.
? Generate new business primarily through conferences, seminars, and in-person networking, while still being able to conduct cold outreach when needed.
? Present LifeRoc's life settlement solutions and programs to advisors and their high-net-worth clients.
? Manage a longer, relationship-based sales cycle from initial introduction through close.
? Leverage LifeRoc's existing client base and funder network to support production in markets where the candidate has no pre-existing book of business.
? Represent LifeRoc at industry conferences, seminars, and speaking engagements.
? Maintain accurate pipeline records and provide regular reporting on relationship-building and production activity.
Skills and Abilities:
? Established relationships and credibility within the financial services, life insurance, or annuities industry.
? Comfortable and effective speaking in front of groups at conferences and seminars.
? Strong phone presence for warm, relationship-based outreach and follow-up.
? Ability to work independently, self-generate business, and take initiative with minimal day-to-day oversight.
? Consultative, advisor-style sales approach rather than transactional or call-center style selling.
? Professional maturity and the credibility to work with high-net-worth clients and sophisticated advisors.
? Excellent oral and written communication skills.
? Strong organizational skills and follow-through managing a longer, multi-touch sales cycle.
Nice to Haves:
? Existing book of business or a direct network of financial advisors and/or insurance producers that can be leveraged early on.
? Based in or near Orange County, CA (not required).
? Prior title such as Regional Vice President, Senior Vice President of Life Insurance, or Senior Vice President of Annuities.
? Background at a financial institution or life insurance company.
? Track record of excelling in competitive sports.
? Active Lifestyle: Golf, Tennis, Skiing, Surfing, Endurance Sports, etc.
| Location | Irvine, CA (Remote) |
| Salary | $100,000–$120,000 Per Year |
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