VP, Regional Vice President - External Wholesaler

 

POSITION SUMMARY:

We have a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Florida (Greater Tampa, St. Petersburg, Clearwater) market.  We are looking for an individual who will be responsible for meeting/exceeding sales goals and developing new as well as maintaining existing client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.

 

RESPONSIBILITIES:

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
• Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
• Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
• Work closely with internal wholesalers to continue to develop already established territories.
• Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
• Demonstrate effective use of client & territory management tools including salesforce.
• Leverage and maximize centers of influence in the territory.

 

 QUALIFICATIONS:

• Proven track record of consistently meeting and/or exceeding performance expectations.
• Drive performance targets to completion.
• Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
• Responsible, conscientious, and self-motivated.
• Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities.
• Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.
• Be flexible with ability to accept, create and manage change.
• Display willingness to quickly learn product lines, procedures, and workflows.
• Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory
• 5-7+ years of financial services sales experience preferred.

The base salary for this position is $60,000 plus monthly variable incentive compensation.