Regional Vice President – Independent Southeast

Jackson

Regional Vice President managing relationships with broker/dealer advisors to increase sales. Conducts training sessions and generates leads through effective territory management.

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

About the role

Key responsibilities & impact

Create and manage relationships with broker/dealer advisors to increase sales
Conducts product and sales training through meetings, seminars, campaigns
Works with internal wholesalers to generate leads from referrals
Utilizes CRM and databases to maintain advisor profiles and sales activity

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

Compensated personal time off
Holidays
Health benefits
401(k) plan with generous matching
Special compensation based on sales

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experienceproduct trainingsales traininglead generationCRM utilizationdatabase management

Soft Skills

relationship managementcommunicationorganizational skills

Certifications

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