Related skills
crm data analytics ai fixed_index_annuities rila📋 Description
- Recruit, develop, and lead a team of 11–15 RVPs; set expectations.
- Travel 70–80% of time; ride-alongs and events.
- Drive AI, data analytics, and sales enablement tech adoption; lead change.
🎯 Requirements
- 10+ years in financial services; 5+ years managing sales teams
- Expert knowledge of fixed index annuities, RILA, LTC, and alternatives
- Series 6 or Series 7 and 63 required; may need Series 7 & 24
- Executive presence; strong presenter who can command a room
- Proven ability to adopt AI, CRM, data tools, and sales enablement tech
- Track record leading change management with tenured or resistant teams
- Strong ethics and compliance mindset
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