Regional Vice President - External Wholesaler

3 days ago

🇺🇸 United States – Remote

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

💵 $80k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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Group 1001

WebsiteLinkedInAll Job Openings

insurance • technology

1001 - 5000 employees

💸 Finance

Description

• The Regional Vice President, External Wholesaler is designed to help drive sales growth of Delaware Life annuity products and services • Drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth • Effective and efficient management of the territory to deliver profitable product sales • Actively engage in the use of data and technology to mine opportunities for focused growth • Build annual plans and review quarterly • Drive the territory business strategy to maximize revenue growth opportunities • Leverage technology weekly to record prospect/client meetings, pipeline opportunities, tasks, demonstrations, and illustrations • Build and execute annual sales plans and review plans quarterly • Must be willing to learn new technology and use it routinely in the role • Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory • Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings • Leverage relationships to conduct small to large meetings using internal resources • Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients • Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing • Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology • Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships

Requirements

• 10+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels • Bachelor’s degree required and advanced degrees a plus • FINRA Series 6 or 7, 63 and Life Insurance licenses required • Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory • Exceptional presentation and communication skills • Demonstrated success in variable annuity and fixed index annuity sales • Proven track record of advisor relationship building • Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology • Strong organizational skills and effective time management • Microsoft Office proficiency, Allego, Seismic, technology a plus • CRM: SalesForce or other CRM proficiency • Valid Driver’s license • 50% travel required

Benefits

• Medical, Dental, and Vision Insurance for Employees and Dependents • Disability and Life Insurance Benefits • Flexible Spending Account (FSA) • Comprehensive Counseling and Financial/Legal Resource Program • Generous Paid Time Off • Paid Holidays • Bereavement, Jury Duty, and Disability Leave • Hybrid Work Model Available • Remote Work Opportunities Available for Some Roles • Company Matching Gift Program for Community Volunteering and Donations • Competitive Compensation • Generous 401(K) • Paid Volunteer Reward Program • Fitness Centers (Certain locations) • Locker-Rooms • Wellness Program Reimbursement Incentive