Regional Vice President, External Wholesaler
Group 1001
full-time
Posted on:
Location Type: Remote
Location: Remote • Idaho, Oregon, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $125,000 - $300,000 per year
Job Level
Lead
About the role
- Drive the territory business strategy to maximize revenue growth opportunities.
- Active support and adoption of the company’s technology-focused approach through weekly recording of prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations into the CRM.
- Build and execute annual sales plans and review plans quarterly.
- Must be willing to learn new technology and use it routinely in the role.
- Work with the Delaware Life Marketing National Sales Consulting team for large advisor meetings and complex sales assistance.
- Collaborate with the Internal Sales Team to assist in driving sales results.
- Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory.
- Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings.
- Leverage relationships to conduct small to large meetings using internal resources.
- Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients.
- Deliver and demonstrate using Webex technology.
- Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing.
- Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology.
- Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships.
Requirements
- 5+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels.
- Bachelor’s degree required and advanced degrees a plus.
- FINRA Series 6 or 7, 63 and Life Insurance licenses required.
- Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory.
- Exceptional presentation and communication skills.
- Demonstrated success in variable annuity and fixed index annuity sales.
- Proven track record of advisor relationship building.
- Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology.
- Strong organizational skills and effective time management.
- Microsoft Office proficiency, Allego, Seismic, technology a plus.
- CRM: SalesForce or other CRM proficiency.
- Valid Driver’s license.
- 50% travel required.
Benefits
- Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
- Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
- All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
- Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wholesaling experiencevariable annuity salesfixed index annuity saleslead developmentlead follow upqualificationtargeted account sellingsales forecastingpresentation skillscommunication skills
Soft skills
relationship buildingorganizational skillstime managementcollaborationadaptability
Certifications
Bachelor's degreeFINRA Series 6FINRA Series 7FINRA Series 63Life Insurance license