Divisional Vice President

Western & Southern Financial Group•Cincinnati, OH

11d

About The Position

Leads a team of field-based associates in executing manpower growth and retention, sales growth and profitability, and field representative and management training and development goals across a geographic division. The primary products are life insurance, retirement, and investment products serving the company’s middle-market target segment, with incomes of $40,000–$130,000. The role oversees effective execution of the W&S Agency Operating Model and ensures customers are sold and served professionally and ethically, while the field force complies with state Department of Insurance and FINRA requirements. Works with minimal supervision, makes decisions within an established range, escalates issues when necessary, and regularly updates the manager. Leads a multi-state field organization, including financial representatives and managers, and supports recruiting, marketing, and training objectives. Sets direction for sales and marketing strategies, develops managers, and drives manpower, sales, customer persistency, and customer satisfaction results. Monitors market conditions and performance, collaborates with peers and business partners, and implements company marketing, sales, and development programs. Promotes ethical conduct and compliance, oversees recruiting practices, and administers appropriate discipline for nonperformance or policy violations. The position involves travel and work in various office settings, with extended hours during peak workloads or special projects and events.

Requirements

Bachelor’s degree, or an equivalent combination of education, training, and commensurate proven success in a senior field sales leadership position.
Demonstrated experience leading and motivating teams amid high workloads or customer demands; strong coaching and feedback skills.
Experience coordinating multiple projects or assignments simultaneously and completing work accurately and on time, with strong attention to detail and organizational skills.
Experience identifying and resolving problems involving employee relations, customers, and policy or procedural changes.
Work experience directing others to take recommended actions to solve problems or increase efficiency.
Experience resolving problems independently and demonstrating initiative, including examples of strong negotiating skills.
Proven track record developing and leading a field sales insurance management team and sales representatives.
Thorough knowledge of the life insurance sales process, financial planning, and advanced sales concepts.
Strong leadership and interpersonal skills and the ability to work effectively with all levels of line management.
Experience developing consultative relationships and transferable skills.
Excellent verbal and written communication skills, including the ability to interpret and clearly communicate business needs between internal and external groups; strong telephone communication and etiquette skills.
Examples of written work, such as correspondence or reports.
Ability to work under multiple deadlines and with minimal supervision, and to organize and complete projects with little or no direction.
Strong presentation skills, clear and concise communication, effective listening, and experience using presentation software.
Strong commitment and work ethic.
Analytical skills, ability to interpret statistical information, and ability to develop and implement strategies to maximize performance.
Proficiency in Microsoft Office products.
Ability to travel and work in various office settings.
Ability to remain stationary for long periods, frequently while working at a desk, on a computer or other standard office equipment, or in meetings.
Frequent wrist, hand, and finger movement for continuous computer work.
Ability to verbally communicate and exchange accurate information with customers and associates regularly.
Visual acuity to read and interpret correspondence, procedures, reports, and forms in paper and electronic formats, inspect small defects, and assess the accuracy, neatness, and thoroughness of work.
Ability to prepare written correspondence, reports, and forms using prescribed formats and following rules of punctuation, grammar, diction, and style.
Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
Valid driver’s license and safe driving record.

Nice To Haves

Life and health license.
FINRA licenses 6, 63, and 26.
Industry designations such as CLU, ChFC, CFP, or LUTCF.

Responsibilities

Manage execution of the W&S Agency Operating Model across the division to drive sustained business results and company objectives.
Lead a multi-state field team of financial representatives and managers, and support managers in recruiting, marketing, and training.
Select and develop high-performing Agency Managers and provide leadership to the sales management team.
Direct implementation of field sales and marketing strategies for the Agency organization.
Achieve division net manpower, sales, and customer persistency targets aligned with company objectives.
Motivate the field sales force to maximize sales growth and customer satisfaction.
Set high standards for ethics and market conduct and monitor adherence.
Assess sales organization needs by monitoring sales trends and results, competition, customer feedback, and local market intelligence.
Collaborate with peers and business partners to achieve company operating targets.
Implement and execute marketing, sales, and development programs for Agency Managers, Staff Managers, and Financial Representatives, leveraging industry and company resources.
Monitor adherence to company practices and take appropriate action.
Determine and administer disciplinary action for nonperformance, failure to comply with the W&S Agency Operating Model, or violations of company procedures.
Ensure field recruiting adheres to the company’s desired candidate profile.
Pursue continuous self-development and industry professional designations.
Perform other duties as assigned and comply with all policies and standards.