Regional Director - Annuity Sales

New
The position will support the follow states; AL, FL, GA, KY, NC, SC, TN, VA, WVFull-TimeSenior
Salary not disclosed
Apply NowOpens the employer's application page

Job Details

Experience
3+ years of wholesaling experience preferred.
Required Skills
Business DevelopmentSalesforcePowerPointRelationship management

Requirements

  • Bachelor's degree in Business, Marketing, or equivalent industry experience.
  • 3+ years of wholesaling experience preferred.
  • Industry-recognized designation preferred (e.g., CLU, ChFC, or CFP).
  • Expertise in Salesforce, illustration software, MS Teams, and PowerPoint.
  • Strong time management, organization, and prioritization skills.
  • Effective verbal, written, and presentation communication skills.
  • Insurance industry and/or securities knowledge.
  • Ability to travel approximately 50% of the time.

Responsibilities

  • Conduct in-person sales activity including advisor/producer meetings, training seminars, and agent conferences.
  • Develop and maintain successful business relationships with advisors through proactive communication and visitation.
  • Develop and execute a territory sales plan in collaboration with sales leadership and distribution partners.
  • Utilize Salesforce and internal data to identify opportunities, evaluate trends, and document advisor interactions.
  • Manage travel, entertainment, and sponsorship resources efficiently within established guidelines.
View Full Description & ApplyYou'll be redirected to the employer's site
View details
Apply Now