Vice President, West Region Manager – Primary Casualty
Everest
VP, Regional Planning Consultant
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Mission Viejo • California • 🇺🇸 United States
Visit company websiteSalary
💰 $124,000 - $140,000 per year
Job Level
Lead
About the role
- Support investor center associates by reinforcing the principles of consultative selling
- Provide coaching in communication skills, product offering, and practice management techniques
- Develop sales associates through collaboration and mentoring
- Deliver financial service expertise through mentorship and development activities
Requirements
- Sales experience in the financial service industry
- Series 7 & 63 licenses (with study time to obtain Series 66 & Insurance licenses within 6 months of hire)
- CFP certification preferred
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
consultative sellingcoachingcommunication skillsmentoringcollaborationpractice management
Certifications
Series 7 licenseSeries 63 licenseSeries 66 licenseInsurance licenseCFP certification
