Regional Vice President - Concourse (Minnesota Territory)
Core
External Point of Sale Life Wholesaler selling life insurance solutions to Edward Jones Financial Advisors and their clients in the Southern California Territory.
Role type
Regional Vice President - Life Insurance Wholesaler
Builds
Life insurance products and client solutions for Edward Jones branch offices
Domain
Financial Services / Life Insurance
Deliverable
client delivery
Required skills
life insurance sales, public seminar leadership, territorial routing and scheduling, production goal management, expense budget management, business analysis, sales plan development, relationship management with Financial Advisors and branch administrators, travel within assigned territory
Preferred skills
strong work ethic, organizational skills, attention to detail, customer service, sense of urgency
Technologies
none stated
Responsibilities
Point of sale wholesaling with Edward Jones Financial Advisors and their clients, lead public seminars, provide client solutions and sales support to Edward Jones branch offices, manage territorial routing, scheduling, production projections, goals, and expense budget, develop and maintain positive working relationships with Financial Advisors and branch office Administrators, develop territorial sales plans to achieve new business objectives
Seniority
Senior, hands-on IC