Regional Vice President - External Wholesaler

December 18, 2024

🌽 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

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Group 1001 is a collective that empowers companies and individuals through accessible insurance, annuities, and online investing platforms. The company is focused on financial products that are easy to understand, helping individuals take control of their savings and future. Through technology and innovation, Group 1001 aids companies to succeed and supports communities via strategic partnerships in education and sports. With a focus on financial services, the company offers products like Gainbridge’s digital platform for saving and annuity solutions.

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