RVP & Wholesaler

Posted Friday, August 14, 2026 at 6:00 AM We're Looking for an experienced Regional Vice President! About the Company: Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement® We’re proud to have been recognized as one of the best in the business: Named to Ward’s 50 list of top-performing life-health insurance companies Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024 About the Role: We are seeking a highly motivated, relationship driven Regional Vice President to represent Security Benefit across Eastern Pennsylvania, Maryland and D.C. This is a high-impact external wholesaling role where you will serve as the face of Security Benefit to financial advisors, delivering consultative sales strategies and building a trusted presence in your territory. The right candidate brings a combination of grit, personal accountability, and a genuine passion for building relationships that matter. The Regional Vice President position reports to the Senior Vice President, Sales Manager East and RVP will be based in the territory. Create Client Solutions Develop and pitch advisor-ready sales ideas tailored to the Eastern PA market Identify and articulate the top solutions for your territory — including FIA and fixed annuity strategies — matched to client profiles such as conservative bond investors, affluent clients, and small business owners Deliver value-add presentations on topics such as interest rate trends, the Great Wealth Transfer, and retirement income planning Partner with your Internal Sales Consultant (ISC) to create consistent, coordinated advisor engagement Drive High-Quality Activity Execute high quality advisor appointments per week. Host advisor activities several times per month to deepen relationships Deliver relevant sales ideas per month to your top advisors Leverage activity management tools (TAM scorecard, Producer Reports) to focus your time on A–C producers and high-potential prospects Meet with A–C producers 3–4 times per year with purposeful, consistent follow-through Grow Territory Sales Meet and exceed annual sales targets through disciplined territory management and advisor development Grow market share with your top broker-dealer and bank partners in Eastern PA Expand the number of million-dollar producers in your territory year-over-year Retain existing advisor relationships while actively prospecting to bring in new advisors and assets Provide accountability for both new business production and retention of existing assets under management Build and Expand Your Network Engage monthly with Centers of Influence (COIs) at your top broker-dealer and bank relationships Proactively pursue targeted number of COIs per month to expand your referral network Represent Security Benefit at regional conferences, advisor events, and industry forums Develop fluency in your target firms’ vocabulary, initiatives, and advisor ecosystem to become a trusted resource. Territory Management Conduct regional analysis and develop a structured business plan with clear, measurable goals Build advisor rotations and zones with targeted focus firms as anchor relationships Partner closely with your ISC to ensure seamless follow-up, pipeline management, and advisor communication Leverage technology and reporting tools to track activity quality and territory performance Conduct both group presentations and individual advisor meetings with excellence What We’re Looking For: Experience & Skills Minimum 3 years of successful financial services wholesaling or external sales experience, ideally in fixed/variable annuities or mutual funds Demonstrated track record of meeting or exceeding sales targets in a competitive market Deep knowledge of annuity products (FIAs, RILAs, fixed annuities) and the retirement income planning landscape Experience working within or alongside broker-dealer distribution channels, preferably wirehouse or regional BD environments Familiarity with consultative selling frameworks and advisor business-building strategies Excellent verbal, written, and presentation communication skills Strong organizational and time management skills; ability to self-direct in a remote, territory-based role Proficiency with Microsoft Office and CRM/activity management tools Licenses & Credentials FINRA Series 6 or 7, and Series 63 required State Life and Variable Annuity License required Character & Culture Fit High trust — You operate with integrity in every interaction. Advisors, colleagues, and leadership can count on your word and your follow-through. Grit — You pursue your goals with determination and resilience. Motivation — You are internally driven. You bring energy to the role not because someone is watching, but because you genuinely want to win for your advisors, your team, and yourself. Relationship-first mindset — You understand that everything you do either builds or diminishes trust with an advisor, and you act accordingly. Coachability — You welcome feedback, adapt your approach, and invest in your own professional growth. Why Choose Security Benefit? When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate: Competitive salary and annual incentive bonuses to reward your contributions. 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance). Paid parental leave after 90 days of service. 401(k) with company match, plus Profit Sharing & Savings Plan. Short- and Long-Term Disability Insurance to give you peace of mind. Flexible Spending Accounts for medical and dependent care. Life Insurance to protect your loved ones. Educational assistance to support your career development. Associate assistance programs for your personal and professional well-being. Security Benefit is an Equal Opportunity Employer. #J-18808-Ljbffr Security Benefit