Hybrid Regional Vice President, External Wholesaler

Posted 4 hours ago

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About the role

  • Regional Vice President supporting the Independent Planner Channel within Chicago, IL market. Managing advisor relationships and driving annuity sales with significant travel involved.

Responsibilities

  • Develop and manage consultative relationships with existing Third Party advisors.
  • Assess and identify the needs of advisor clients in order to promote new products.
  • Develop new producers while retaining existing producers to grow market share in excess of 15%.
  • Educate and train advisors on Annuity products.
  • Champion for headquarters marketing campaigns at local client level.
  • Develop new relationships. Responsible for territory management.
  • Utilize internal sales desk for enhanced customer service.
  • Follow up on Internal Sales Desk leads.
  • Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities.

Requirements

  • FINRA Series 6 or 7 and Series 63 registrations
  • Resident State Life, Health and Variable Annuities Insurance license
  • Thorough knowledge of Variable Annuities and Mutual Funds
  • 2+ years direct sales experience

Benefits

  • medical
  • dental
  • vision
  • 401(k) plan
  • paid time off

Job title

Regional Vice President, External Wholesaler

Job type

Experience level

Lead

Salary

$60,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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