Regional Vice President, External Wholesaler

📋 Description

• Develop and maintain relationships with financial advisors to grow sales.
• Manage client relationships via in-person visits, calls, and email.
• Develop and implement territory business plans to guide priorities.
• Collaborate with internal wholesalers to grow territories.
• Explain product features and benefits to financial advisors.
• Demonstrate use of client and territory management tools, including Salesforce.

🎯 Requirements

• Proven track record of meeting/exceeding performance.
• Drive performance targets to completion.
• Proficiency in financial services sales, wholesaling, retirement plans.
• Responsible, conscientious, and self-motivated.
• Develop a territory business strategy and identify opportunities.
• Deliver presentations, seminars, and branch meetings to brokers.
• Flexible and able to adapt to change.
• Willing to learn product lines, procedures, and workflows.
• Must obtain Life, Health, Series 7, Series 63 licenses and other state licenses.
• 5-7+ years financial services sales experience preferred.

🎁 Benefits

• Annual bonuses and long-term incentives.
• Generous benefits including 401(k) matching.
• Sales incentives.