AVP Annuity Internal Sales

Pacific Life • Omaha, NE

5d • Onsite

About The Position

The AVP of Annuity Internal Sales is responsible for leading the Annuity Internal Sales Desk, setting strategic direction, and aligning sales philosophy and process with that of the external sales organization. This role serves as the main liaison between the desk and external sales leadership, providing daily oversight to regional sales desk managers to ensure sales activity goals are met. The position involves communicating and reinforcing current channel/department goals and initiatives, ensuring proper supervision of registered representatives in alignment with written supervisory procedures, and monitoring license maintenance. The AVP will review and resolve compliance issues, oversee incentive compensation programs, and manage the desk's budget, including salary, wholesaler overrides, travel, and training expenses. This role also involves demonstrating leadership, monitoring and guiding supervisors in the IW coaching program, managing compliance issues, IW sales skills development, and motivation. Additionally, the AVP is responsible for the ongoing training and development of IW managers, establishing performance expectations, conducting performance reviews, and making recommendations for job changes, salary, and incentive awards. The role also includes providing development opportunities to staff, maintaining an environment of continuous learning, and appropriately delegating important work to direct reports, while identifying and counseling employees on performance, behavior, complaints, and grievances, and recognizing employee accomplishments.

Requirements

• Minimum 10 years sales management experience within the financial services industry, preferably with variable annuities and mutual funds.
• FINRA Series 6/7 and 63 Licenses preferred
• FINRA Series 24 or 26
• Life Insurance and Variable Products licensed
• Ability to motivate, develop, and direct staff
• Skilled in problem-solving and resolving complex issues
• Strong written and verbal communication skills, and the ability to communicate with various levels of professionals
• Ability to work effectively in a team supervision environment

Responsibilities

• Holds primary responsibility for leading the Annuity Internal Sales Desk, setting strategic direction and aligning sales philosophy and process with that of the external sales organization.
• Responsible to be the main liaison between the desk and the external sales leadership.
• Provide daily oversight to the regional sales desk managers ensure sales activity goals are met.
• Communicate and reinforce current channel/department goals and initiatives through meetings, informal communications and supervisor coaching.
• Ensure proper supervision of all registered representatives and the team is operating in alignment with our written supervisory procedures.
• Monitor that all proper licenses are maintained.
• Review and either decline or send resolution requests on to the committee for review.
• Provide oversight for IW contests.
• Oversee incentive compensation program and ensure that it is in alignment with WSP and our sales goals.
• Establish and monitor quarterly and annual budget for the desk, including salary, wholesaler overrides, travel expenditures and training expenses.
• Understand, communicate and enforce current compliance requirements.
• Provide IW managers and the Sales Associate Director with the necessary tools to manage their assigned teams in an efficient manner.
• Demonstrate leadership by being visible and available to the entire desk.
• Monitor and provide guidance to supervisors in the IW coaching program.
• Manage and provide direction to supervisors on the following: compliance issues, IW sales skills development, IW motivation and leadership.
• Ongoing training and development of new and current IW managers.
• Establish performance expectations, review employee performance, conduct performance reviews, and make job change, salary and incentive award recommendations.
• Provides development opportunities to staff.
• Maintain an environment of continuous learning.
• Delegate important work to direct reports appropriately.
• Identifies and counsel employees on performance, work-related behavior, complaints and grievances.
• Recognize employee accomplishments.

Benefits

• Medical
• Dental
• Vision
• Wellbeing Reimbursement Account
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed