Regional Wholesaler (RVP) - Life (WFG)
Core
Regional Wholesaler managing key distribution partner relationships across the Pacific Northwest to promote life insurance products and solutions.
Role type
Regional Wholesaler (RVP)
Builds
Life insurance product sales and distribution strategies for brokerage general agencies and financial professionals.
Domain
Insurance / Financial Services
Required skills
consultative sales, relationship management, financial product analysis, training delivery, data analysis, business planning, presentation skills
Preferred skills
CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations
Technologies
Salesforce CRM, Microsoft Office (Word, PowerPoint, Excel), illustration software
Responsibilities
Manage key distribution partner relationships; Provide support and expertise via face-to-face and virtual meetings; Utilize consultative approach to identify customer needs; Assess partner needs and advocate on their behalf; Execute business-plan approach for sales activity rotation; Analyze and manipulate data from multiple resources; Conduct training on products and sales concepts; Provide weekly updates to sales management; Document territory activities.
Seniority
Mid-level, hands-on IC