The role

Turn relationships into revenue. You own the channel and the direct close, in person. Community banks and credit unions are one of the highest-leverage distribution paths in commercial insurance, and private equity is another: one firm relationship can put us in front of dozens of middle-market clients.

What you will own

• Bank and credit union partner relationships, and the embedded-finance partner pipeline

• PE and commercial real estate introductions, including firm-level programs that make Delegance the default broker across a portfolio

• The carrier appointment roster

• The AE close motion end to end: BORs, renewals, and the renewal-cycle pipeline

• Demoing a tech-forward product to traditional buyers without losing them

What we are looking for

• 4 to 8 years with a closing track record in insurance, fintech, or the bank channel

• A live network you can call today

• In-person partnership BD and AE closing

• Working knowledge of the community bank and credit union ecosystem (Fiserv, Banno, ICBA, the state leagues)

Who does well here

A relationship-driven hunter who closes in person, owns the number, and brings conference-floor energy.