Regional Vice President – Independent West

Jackson

Regional Vice President responsible for managing relationships with broker/dealer advisors and maximizing sales in Utah, Idaho, and Washington. Conducts training and utilizes CRM to foster leads and relationships.

Posted 4/24/2026full-timeRemote • Idaho, Tennessee, Utah, Washington • 🇺🇸 United StatesLead💰 $50,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for creating new and managing existing relationships with broker/dealer (BD) advisors
Works closely with VP, Head of Sales to develop business plan to maximize sales
Identifies and develops top producing and multi-product advisors
Conducts product and sales training through individual and group meetings
Manages deployment of resources to maximize territory sales
Utilizes CRM system to communicate with internal partners

Requirements

What you’ll need

Bachelor's Degree required
3+ years of sales experience in investments, mutual funds, insurance or annuities required
5+ years of sales experience in investments, mutual funds, insurance or annuities preferred
Prior annuity or investment external wholesaling experience is preferred
Securities Industry Essentials (SIE) required
FINRA Series 6 or 7, FINRA Series 63, State Insurance License required

Benefits

Comp & perks

Health benefits
401(k) plan with generous matching
Compensated personal time off
Paid holidays
Eligible to participate in annual bonus program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales experienceinvestment knowledgemutual fundsinsuranceannuitiesexternal wholesalingproduct trainingsales trainingbusiness planningterritory management

Soft Skills

relationship managementcommunicationcollaborationorganizational skillsleadership

Certifications

Bachelor's DegreeSecurities Industry Essentials (SIE)FINRA Series 6FINRA Series 7FINRA Series 63State Insurance License