Regional Vice President, Retirement - Western FL - Bank/Wire Channel
Core
Regional sales leader driving annuity product adoption and market share growth for financial professionals in the Western Florida territory.
Role type
Senior IC annuity wholesaler (regional)
Builds
Annuity products for financial professionals
Domain
Insurance / Retirement planning
Deliverable
client delivery
Required skills
territory management, new producer acquisition, sales data analysis, CRM proficiency, public speaking, product training, strategic planning, zone rotation, relationship building
Preferred skills
bank/wirehouse distribution channel experience, retirement product expertise
Technologies
Salesforce
Responsibilities
Execute targeted territory sales plans, conduct product and sales training for financial professionals, source leads through strategic sales opportunities, manage territory travel and expense budgets, lead group meetings and public seminars, grow market share through new producer acquisition
Seniority
Senior, hands-on IC