Regional Vice President, External Wholesaling
Confidential
Regional Vice President, External Wholesaling
About the Company
Well-recognized provider of retirement savings & income solutions
Industry
Financial Services
Type
Privately Held
Founded
1892
Employees
501-1000
Categories
- Crowdfunding
- Cyber Security
- Financial Services
- Information Technology
- Insurance Funds
- Worker's Compensation
- Finance
- Funds
- Fund Families
- Insurance
- Investment Banking
- Mutual Funds
Specialties
- retirement savings
- retirement market
- fixed index annuities
- financial services
- 403(b) market
- life insurance
- retirement
- asset management
- 403(b)
- 401(k)
- retirement solutions
- and annuities
About the Role
The Company is seeking an experienced Regional Vice President for an external wholesaling role. The successful candidate will be responsible for representing the company to financial advisors in a designated territory, with a focus on delivering consultative sales strategies and building trusted relationships. This high-impact position requires a professional with a minimum of 3 years' of successful financial services wholesaling or external sales experience, ideally in fixed/variable annuities or mutual funds. The role involves creating and pitching client solutions, driving high-quality activity, and growing territory sales by meeting and exceeding annual targets. The ideal candidate will have a deep knowledge of annuity products, experience in broker-dealer distribution channels, and a strong background in consultative selling frameworks. Applicants for the Regional Vice President role at the company should possess a FINRA Series 6 or 7, and Series 63, as well as a State Life and Variable Annuity License. The role demands a professional with excellent communication, organizational, and time management skills, who is proficient in Microsoft Office and CRM/activity management tools. A character and culture fit that includes high trust, grit, motivation, a relationship-first mindset, and coachability is essential. The candidate will be expected to engage with Centers of Influence, represent the company at various events, and conduct regional analysis to develop a structured business plan. The position is remote and territory-based, requiring the ability to self-direct and work closely with an Internal Sales Consultant to ensure seamless follow-up and advisor communication.
Hiring Manager Title
Senior Vice President, Sales Manager East
Functions
- Sales/Revenue
$200k
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