Regional Vice President, Member Success

DPL Financial Partners • Louisville, KY

21d • Remote

About The Position

The Regional Vice President, Member Success oversees sales activities within a defined territory and manages sales representations.

Requirements

• Bachelor's degree field from an accredited school or university
• 5+ years of experience required in financial services wholesale distribution
• Proven track record of developing sales results in assigned territory.
• Proficient in Microsoft Office Suite
• FINRA Series 6 & 63 and Life Insurance certifications
• In-depth annuity knowledge

Responsibilities

• Trains and provides coaching to sales associates in assigned territory
• Monitors metrics and KPIs of staff through systems
• Provides timely and constructive feedback to staff
• Handles discipline and termination of employees as needed and in accordance with company policy
• Sets team strategy for achieving sales goal and market share improvement, including but not limited to building territory business plan for entire team
• Conducts regular team calls and planning sessions
• Sells the company's products and services in an assigned territory to achieve sales goal and grow market share
• Establishes and grows executive and C-suite relationships at largest relationships in territory
• Monitors existing accounts and regularly communicates with primary contacts for the account
• Executing territory business plan at an individual level for production and activity
• Travels in geographic territory and setting up externally facing meeting with advisors is necessary
• Represents DPL and territory at industry functions as necessary

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 51-100 employees