Regional Vice President, Broker Dealer Division
Confidential
Regional Vice President, Broker Dealer Division
About the Company
Top-tier life insurance & annuity provider
Industry
Insurance
Type
Privately Held
Founded
1907
Employees
1001-5000
Categories
- Insurance
- Finance
- Publicly Traded
- Financial Services
- Savings & Investing
- Health
- Health Insurance
Specialties
- insurance
- annuities
- asset protection
- and asset protection
- and employee benefits
Business Classifications
- B2B
- Enterprise
- B2C
About the Role
The Company is seeking a Regional Vice President to provide external wholesaling support to selected distributors, primarily in the wirehouse and independent broker-dealer markets. The role is accountable for achieving territory premium growth targets and managing carrier-distributor relationships across sales, marketing, pending-case advocacy, and related activities. The successful candidate will develop and execute territory sales plans, build strong distributor relationships, and engage with partners both virtually and through regular travel. Candidates should have three to five years of carrier-level internal or external life insurance wholesaling experience, preferably in a broker-dealer or wirehouse setting, and a strong understanding of life insurance, sales concepts, and case design. Excellent communication, sales, and relationship-building skills are required, along with basic proficiency in illustration software, Excel, and PowerPoint. FINRA Series 6 or 7 and state life and health licenses are required, as is a bachelor’s degree or equivalent professional experience. CLU, ChFC, or CFP designations are preferred.
Hiring Manager Title
Divisional Sales Director
Functions
- Sales/Revenue
- Account Management/Optimization
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