Regional Vice President, Retirement, Bank/Wire Channel
Confidential
Regional Vice President, Retirement, Bank/Wire Channel
About the Company
Top-tier provider of retirement plans, employee benefits, annuities & life insurance services
Industry
Insurance
Type
Privately Held, Private Equity-backed
Founded
2004
Employees
1001-5000
Categories
- Insurance
- Consulting & Professional Services
Specialties
- life insurance
- retirement
- and benefits
About the Role
The Company is seeking a Regional Vice President for the Bank/Wire Channel. The successful candidate will be responsible for executing a targeted territory sales plan, with a focus on both growing the existing producer base and acquiring new producers. This role requires a deep understanding of the retirement products, marketing, and resources that support territory development. The RVP will be expected to work closely with the Divisional Vice President, an internal wholesaler, and a sales support specialist to align and execute the sales plan. A key aspect of the position is the proper adoption and execution of the sales process to maximize territory sales, including a well-articulated value proposition. The RVP will also be involved in in-person and virtual meetings, group sessions, and public seminars to engage with financial professionals, bankers, and others in the industry. Applicants for the Regional Vice President position at the company should have a high school diploma, with a college degree in a related field or equivalent experience. A minimum of 5 years' prior wholesaling experience in the bank and/or wirehouse distribution channels is required, along with FINRA 6 or 7, 63, and Life and Health licenses. The ideal candidate will have a proven track record in sales, the ability to grow a region, and excellent knowledge of the advisor community and industry. Strong communication, negotiation, and interpersonal skills are essential, as is the ability to build and maintain productive relationships. The role demands a high level of professionalism, adherence to compliance standards, and the ability to travel extensively within the territory.
Hiring Manager Title
Divisional Vice President
Travel Percent
80%
Functions
- Sales/Revenue
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