RVP, External Wholesaler- Iowa
SGA
Software Guidance & Assistance, Inc. (SGA) is searching for a Regional Vice President / External Wholesaler for a full-time opportunity with a leading global alternative investment and insurance platform in the Des Moines, Iowa territory. This is a remote position; candidates must reside within the region.
This is a highly visible territory sales role focused on growing advisor relationships, expanding market share, and driving annuity and insurance product sales throughout the territory. We are seeking polished, relationship-driven financial services sales professionals with strong wholesaling experience, a consultative sales approach, and the ability to build long-term partnerships within the independent advisor and broker-dealer channels. What You'll Be Doing• Develop and grow relationships with financial advisors throughout the assigned territory
• Drive territory production and market share growth
• Execute in-person advisor meetings, seminars, workshops, and branch presentations
• Partner closely with internal wholesalers to maximize territory coverage and sales opportunities
• Build and execute strategic territory business plans
• Educate advisors on product positioning, competitive differentiation, and sales strategies
• Manage territory activity and pipeline through Salesforce and other CRM tools
• Maintain a highly organized travel schedule with significant face-to-face advisor interaction What We're Looking For
• 5-7+ years of financial services sales and/or external wholesaling experience
• Strong annuity, retirement, or insurance product knowledge
• Experience working with independent advisors, broker-dealers, RIAs, or IMO channels
• Demonstrated track record of meeting or exceeding sales goals
• Strong presentation and relationship-building skills
• Self-starter mentality with the ability to manage a territory independently
• Ability to thrive in a fast-paced, highly relationship-driven sales environment
• Existing licenses strongly preferred:
• Series 7
• Series 63
• Life & Health
• Variable licenses Ideal Backgrounds
• Insurance carriers
• Annuity wholesalers
• Independent distribution platforms
• Retirement solutions providers
• Wealth management distribution firms Additional Details
• Fully remote within territory
• Heavy travel throughout assigned region expected
• Strong preference for candidates with existing advisor relationships in the territory
• Immediate interview process for qualified candidates SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .
SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy. #LI-PA1
Vacancy posted 4 days ago
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