RVP, External Wholesaler
Group 1001
full-time
Posted on:
Location Type: Remote
Location: Oregon • Washington • United States
Visit company websiteExplore more
Salary
💰 $125,000 - $300,000 per year
Job Level
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 & Tools
wholesaling experiencevariable annuity salesfixed index annuity saleslead developmentlead follow upqualificationtargeted account sellingpresentation skillscommunication skillstime management
Soft Skills
relationship buildingorganizational skillscollaborationrapport buildingadaptabilityproblem-solvingcustomer servicenegotiationstrategic thinkingteamwork
Certifications
Bachelor's degreeFINRA Series 6FINRA Series 7FINRA Series 63Life Insurance license