Regional Vice President
New
E
Eagle LifeAnnuity sales
This is a remote positionFull-TimeVp
Salary not disclosed
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Job Details
- Experience
- At least six years of relevant sales or wholesaling experience; at least two years of external annuity wholesaling experience preferred.
- Required Skills
- Microsoft Office
Requirements
- Have a bachelor’s degree from a four-year college or university, at least six years of relevant sales or wholesaling experience, or an equivalent combination of education and experience.
- Have at least two years of external annuity wholesaling experience preferred; candidates with successful internal wholesaling experience may also be considered.
- Life and Health insurance licensing is preferred.
- FINRA Series 6 and/or Series 7 and Series 63 licenses are preferred; relevant professional designations are encouraged.
- Demonstrate customer service skills and the ability to build trusted relationships with financial advisors and business partners.
- Have verbal and written communication skills for presentations, training, business correspondence, and responding to questions.
- Have analytical and mathematical skills, attention to detail, and the ability to evaluate opportunities.
- Have planning, organization, territory management, and time management skills.
- Be proficient in Microsoft Office applications and able to use sales systems and business tools.
- Have problem-solving and decision-making abilities, including addressing complex situations with limited standardized procedures.
- Be able to collaborate with colleagues, customers, and external stakeholders while managing competing priorities.
- Be willing and able to travel extensively throughout the assigned territory, up to 75% of the time.
Responsibilities
- Build and maintain relationships with financial advisors, banks, broker-dealers, and other industry partners.
- Understand advisor practices, firm priorities, and customer needs to recommend product strategies and business solutions.
- Identify cross-selling opportunities and develop new business relationships to expand annuity product adoption.
- Develop and implement territory plans to support growth, maximize sales opportunities, and meet established targets.
- Generate demand, maintain a sales pipeline, forecast accurately, and move opportunities through the sales process.
- Prospect to expand the producer network and re-engage inactive or former producers.
- Prioritize accounts and sales activities using market intelligence, performance data, and business objectives.
- Conduct advisor meetings, client seminars, product training, point-of-sale support, and continuing education sessions.
- Collaborate with sales leadership and internal teams to coordinate resources and share market insights.
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