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
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