Vice President, External Wholesaler, Bank Channel
Confidential
Vice President, External Wholesaler, Bank Channel
About the Company
Successful life insurance company focused on the retirement market
Industry
Financial Services
Type
Public Company
Founded
2009
Employees
1001-5000
Categories
- Financial Services
- Insurance Services
- Finance
- Retirement
- Insurance
- Savings & Investing
- Investment Management
- Investing
- Financial Advisers
- Funds
Specialties
- fixed annuities
- fixed indexed annuities
- registered indexed-linked annuity products
- and registered indexed-linked annuity products
Business Classifications
- B2B
- E-Commerce
About the Role
The Company is seeking a Vice President, External Wholesaler, to grow its presence in the bank channel. The role is responsible for developing and executing a territory business plan, expanding market share, and delivering measurable sales results. Key duties include building relationships with bank-affiliated financial advisors and decision-makers, partnering with internal sales colleagues to identify and convert opportunities, and delivering presentations, training, seminars, and branch meetings. The successful candidate will use sales data and technology to improve territory effectiveness, manage resources strategically, and adapt to market changes while meeting compliance standards. Candidates should have at least eight years of relevant experience in external wholesaling, financial services distribution, annuity sales, or a related field, with demonstrated success growing a territory. Strong knowledge of fixed indexed annuities, registered index-linked annuities, the advisor community, and the competitive landscape is required. Applicants should bring proven sales skills, relationship-building ability, strategic thinking, and confidence using data and emerging tools to identify opportunities. An active Life and Health license, FINRA Series 6 or Series 7, and a bachelor’s degree or equivalent experience are required.
Hiring Manager Title
Division Sales VP
Functions
- Sales/Revenue
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