VP, Regional Vice President

📋 Description

• Develop and maintain relationships with financial advisors in an assigned territory to grow sales.
• Manage client relationships through face-to-face visits, calls, and email while prioritizing territory activities.
• Develop and implement business plans for the territory to guide day-to-day priorities and track progress toward goals.
• Work with internal wholesalers to grow existing territories.
• Explain product features, benefits, and advantages to financial advisors.
• Demonstrate effective use of client and territory management tools including Salesforce.

🎯 Requirements

• Proven track record of meeting and/or exceeding performance expectations.
• Drive performance targets to completion.
• Proficiency in financial services sales, wholesaling, retirement plans, and relationship management.
• Be flexible with ability to accept, create and manage change.
• Must obtain/maintain Life, Health and Variable Lines licenses; Series 7 and Series 63.
• 5-7+ years of financial services sales experience preferred.

🎁 Benefits

• Equal opportunity employer.
• Reasonable accommodations available upon request.
• Email Benefits@kkr.com for accommodations.