Regional Vice President - Retirement
Core
Drive annuity sales and grow market share by building relationships with financial professionals, bankers, and producers within a specific territory.
Role type
Senior IC annuity wholesaler (Regional Vice President)
Builds
Retirement annuity products for financial advisors and their clients
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
[annuity wholesaling], [territory management], [sales strategy], [producer relationship building], [sales training], [market share growth], [regulatory compliance], [strategic planning], [public speaking], [negotiation]
Preferred skills
[banking distribution experience], [wirehouse distribution experience], [retirement product expertise]
Technologies
[Sales Effectiveness data tools], [digital marketing tools], [printed marketing materials]
Responsibilities
[Create and execute targeted sales plans to increase market share], [Build and maintain relationships with new and existing producers], [Conduct product and sales training for financial professionals], [Manage territory resources and marketing initiatives], [Lead group meetings and public seminars], [Adhere to FINRA, SEC, and Department of Insurance policies]
Seniority
Senior, hands-on IC