Regional Vice President Role

New

Skills

Center of influence engagement Client relationship management Financial services sales Life and health insurance licensing Performance tracking Product knowledge Salesforce Seminar presentation Series 7 and Series 63 licensing Territory business planning

The Regional Vice President position is focused on developing and maintaining profitable relationships with financial advisors to enhance sales and market share. The role involves managing client relationships through various communication methods and implementing strategic business plans to prioritize and track progress.

Key Responsibilities
  • Develop and maintain profitable relationships with financial advisors.
  • Manage client relationships via face-to-face visits, phone, and email.
  • Implement territory business plans to guide priorities and track progress.
  • Explain the features, benefits, and advantages of Global Atlantic products.
  • Utilize client and territory management tools, including Salesforce.
  • Leverage centers of influence within the territory.
  • Drive performance targets to completion.
  • Present seminars and branch meetings to brokers.
Requirements & Qualifications
  • 5-7+ years of financial services sales experience.
  • Proficiency in financial services sales, wholesaling, and retirement plans.
  • Must obtain/maintain Life, Health, and Variable; Series 7 and Series 63 licenses.
  • Proven track record of meeting/exceeding performance targets.
  • Strong presentation skills.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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