Job Posting Title Regional Vice President, External Wholesaler-North Texas
About The Position
The Regional Vice President (RVP) drives sales growth of Delaware Life annuity products and services, advances strategic sales initiatives, and works with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities that contribute to sales growth. The role manages the assigned territory effectively and efficiently to deliver profitable product sales, uses data and technology to identify focused growth opportunities, and builds annual plans with quarterly reviews. The RVP reports to the Division Sales Manager of Delaware Life Marketing and is responsible for achieving defined sales goals. The position develops sales and business relationships in the North Texas territory. The individual must reside in the assigned territory. Travel is required 50% of the time.
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 and 63 licenses, and Life Insurance license 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, follow-up, qualification, and targeted account selling in person, by phone, and using virtual technology.
- Strong organizational skills and effective time management.
- Proficiency in Microsoft Office.
- Proficiency with SalesForce or another CRM.
- Valid driver’s license.
- Ability to travel 50%.
- Must reside in the assigned North Texas territory.
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 each week.
- Build and execute annual sales plans and review them quarterly.
- Learn and routinely use new technology in the role.
- 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 the Delaware Life Marketing National Sales Consultant value proposition and present its value to advisors and their clients.
- Build relationships and maintain rapport with prospective and existing clients and contacts within Delaware Life Marketing.
- Develop and follow up on leads, qualify prospects, and conduct targeted account selling in person, by phone, and through virtual technology.
- Manage expenses promptly and follow company policies for advisor and firm sponsorships.
- Achieve defined sales goals for the assigned territory.
Benefits
- Comprehensive health insurance plan options for eligible employees and their families.
- Dental insurance plan options for eligible employees and their families.
- Vision insurance plan options for eligible employees and their families.
- Basic and supplemental life insurance.
- Short- and long-term disability insurance.
- Employee Assistance Program, available to all employees regardless of hours worked, with no enrollment required.
- Wellness programs, available to all employees regardless of hours worked, with no enrollment required.
- 401(k) plan with company matching contributions.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
