Regional Vice President

The Regional Vice President (RVP) at Acumen Financial Advantage (AFA) is responsible for driving new and recurrent business growth by securing sales opportunities with influential decision makers and leaders of financial institutions, healthcare providers, educational institutions, and nonprofits. The RVP will manage a geographic territory, cultivate assigned Channel Partner relationships, and deliver strategic solutions that align with client goals. Success is measured by pipeline growth, closed revenue, and contribution to AFA's overall sales goals.Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Business Development and ProspectingDevelop and execute tailored territory sales plans targeting high-value prospectsLeverage industry contacts, networking, cold outreach, and market research to generate qualified leads to set up introductory meetings, identify client pain points, and position tailored solutionsQualify and prioritize leads to maintain a strong, high-potential pipelineRepresent AFA at industry conferences, networking events and client meetingsDeliver compelling presentations and proposals to executive-level buyersPipeline ManagementManage opportunities through all sales stages, collaborating with Consultants and Product Specialists to close dealsMaintain accurate and timely CRM (Salesforce) documentation and records of activities, pipeline status, and forecastsBuild trusted relationships with assigned Channel Partners, developing joint go-to-market strategies and revenue goalsChannel Partner Relationship ManagementFoster trust with assigned Channel Partners through consistent demonstration of strong follow-through and a focus on building scalable, repeatable sales approaches that address needs efficiently, while maximizing valueWork with the Channel Partner sales teams to develop business plans, revenue goals, market activities, and go-to-market strategies tailored to specific AFA prospectsConduct regular heck-ins to assess progress, share insights, and ensure alignmentTraining and DevelopmentAttain deep knowledge of AFA's solutions and services to effectively represent offeringsPursue professional development through AFA's internal certification process to enhance qualified skillsRoutinely assess and understand industry market trends and regulatory guidelines to effectively differentiate AFA solutionsKnowledge, Skills & AbilitiesExcellent customer service and interpersonal skillsProven ability in prospecting, cold calling, and closing executive-level salesSelling capability across a broad spectrum of key stakeholders using an informed, factual, and consultative approachSales planning and territory managementProactive research and analysis in market trends and competitive knowledgeAbility to communicate effectively in both verbal and written formats, as well as facilitate compelling sales presentations using demonstrated sales acumen and supportive audiovisual and aidsStrong negotiation proficiency, professionalism, and relationship management skillsResults-oriented with high motivation to independently meet or exceed sales and revenue goalsHigh level of personal integrity, accountability, and the ability xhyhwjd to maintain confidentialityAbility to attend industry conferences and events for purpose of sales prospecting, brand marketing and relationship buildingAbility to travel as needed, 50-60%Education and ExperienceBachelor's degree in Business, Insurance and Risk Management, Finance, Mathematics, or equivalent combination of education and experienceFive (5) years external sales experience in the insurance, banking, or credit union industry required; OR eight (8) years' experience in external business development and sales experience requiredProduct training and demonstration experience requiredIndustry and financial certifications, a requirementExperience in the complete sales lifecycle including prospecting, presenting, negotiating, and closing sales dealsFamiliar knowledge of different carriers, concepts and solutions in financial planning, executive retention, retirement, and life insuranceProficiency with CRM systems, Salesforce preferredProficient in Microsoft Office suite or related software