Job Posting Title Regional Vice President, External Wholesaler-North Texas

Group 1001 • Dallas, TX

14h • Remote

About The Position

The Regional Vice President (RVP) drives sales growth for Delaware Life annuity products and services, leads strategic sales initiatives, and collaborates with the Delaware Life Marketing National Sales Consulting team to develop and deliver field plans and activities. The role manages the assigned territory effectively and efficiently to achieve profitable product sales, uses data and technology to identify focused growth opportunities, and builds annual plans that are reviewed quarterly. The position reports to the Division Sales Manager of Delaware Life Marketing and is accountable for defined sales goals.

This position develops sales and business relationships in the North Texas territory. The employee is required to reside in the assigned territory and must travel approximately 50% of the time. The role requires regular CRM use, sales presentations, advisor relationship development, and coordination with internal sales and national consulting teams.

Requirements

• At least 5 years of wholesaling experience with proven annuity sales results in bank and/or broker-dealer channels.
• Bachelor’s degree required.
• FINRA Series 6 or 7, Series 63, and Life Insurance licenses required.
• Strong relationships with key bank and independent broker-dealer advisors and firms in the assigned territory.
• Exceptional presentation and communication skills.
• Demonstrated success in annuity sales.
• Proven track record of building advisor relationships.
• Experience in lead development, lead follow-up, qualification, and targeted account selling in person, by phone, and through virtual technology.
• Strong organizational skills and effective time management.
• Microsoft Office proficiency.
• Salesforce or other CRM proficiency.
• Valid driver’s license.
• Ability to reside in the assigned North Texas territory.
• Willingness to travel approximately 50%.

Nice To Haves

• Advanced degree.

Responsibilities

• Drive the territory business strategy to maximize revenue growth opportunities.
• Support and adopt the company’s technology-focused approach by recording prospect and client meetings, pipeline opportunities, tasks, demonstrations, and illustrations in the CRM weekly.
• Build and execute annual sales plans and review them quarterly.
• Work with the Delaware Life Marketing National Sales Consulting team on large advisor meetings and complex sales assistance.
• Collaborate with the Internal Sales Team to help drive sales results.
• Use the CRM to prospect, administer campaign-generated leads, update customer records, manage pipeline opportunities, and provide accurate territory forecasts.
• Conduct in-depth sales presentations and product demonstrations in individual and group sessions, seminars, workshops, and branch meetings.
• Leverage relationships and internal resources to conduct meetings of varying sizes.
• Learn and present the Delaware Life Marketing National Sales Consultant value proposition as valuable to advisors and their clients.
• Build relationships and maintain rapport with prospective and existing clients and colleagues within Delaware Life Marketing.
• Develop and follow up on leads, qualify opportunities, and conduct targeted account selling in person, by phone, and through virtual technology.
• Manage expenses in a timely manner and comply with company policies for advisor and firm sponsorships.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Basic and supplemental life insurance
• Short-term and long-term disability insurance
• Employee Assistance Program
• Wellness programs
• 401(k) plan with company matching contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Senior