Regional Vice President (RVP) - (Banks & Broker Dealers)

EquiTrust Life Insurance Company•West Des Moines, IA

2d•Hybrid

About The Position

EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa. The Regional Vice President (RVP) is responsible for developing sales with bank and broker dealer distribution partners within the financial institutions channel. This position will work closely with financial professionals to achieve territory sales goals for both annuity and life insurance products offered by EquiTrust. The role works collaboratively with additional members of the sales and marketing team with the goal of driving sales and increasing market share. The RVP will conduct live in-person presentations, one-on-one meetings, webinars, and phone calls to build and maintain effective working relationships with financial professionals and the partner firms.

Requirements

Bachelor's Degree or equivalent education or life and annuity industry experience required.
Life, Accident & Health Insurance license or ability to obtain the certification within 120 days of start date required.
Willingness and/or ability to obtain a FINRA Series 6 or Series 7, if required.
Minimum 7 years of prior territory sales experience required.
Existing relationships with banks, broker-dealers, and marketing organizations required.
Knowledge of fixed indexed & RILA annuity marketplace required.
Must have strong mathematical, analytical, organizational, and problem-solving skills and attention to detail.
Strong phone presence and skills in handling calls under pressure.
Demonstrates thorough, in-depth knowledge of company products, practices, and procedures.
Ability to prioritize workflows, establish and meet deadlines and manage multiple concurrent tasks.
Ability to adapt to an evolving marketplace.
Ability to work effectively in a variety of situations and respond to change in a positive manner.
Advanced computer skills and the ability to navigate multiple systems and programs including Microsoft Office, proprietary systems, and other technology solutions.
Excellent interpersonal skills are required, including a high degree of professionalism.
Ability to travel frequently (50%+ of the time).
Ability to sit, stand, and move between meetings for extended periods.
Ability to use a computer and communication tools for prolonged periods.
Occasional lifting (up to 20 lbs.) and general mobility required for travel and events.

Nice To Haves

Direct leadership or management experience is preferred.

Responsibilities

Develops sales goals and marketing plans to grow sales and to increase visibility for EquiTrust in partnership with the Assistant Vice President (AVP) and Vice President of Sales and Marketing.
Creates and executes effective business plans for the assigned territory to achieve sales goals.
Develops a comprehensive understanding of existing/targeted organizations/institutions, including key market segments, how they operate, and a keen understanding of their business value proposition, and identifies opportunities for EquiTrust products and solutions.
Conducts sales training, educating both producer and partner firms on EquiTrust products and solutions.
Sets strategy and works closely with Internal Wholesalers in identifying, building, and developing relationships.
Leverages technology tools to identify and develop opportunities.
Consistently monitors the industry and local competitive landscape for trends and changes. Uses their strong knowledge of the competitive landscape to affect change within EquiTrust for business success.
Leads formal and informal meetings, in-person and remotely, to develop relationships and promote company products and services.
Serves as a confident, professional, and adept public speaker on behalf of EquiTrust.
Develops and maintains profitable, productive relationships to significantly grow sales and market share. Able to anticipate and identify changes before needs arise.
Supports and participates in various strategic partner firm meetings, sponsorships, and conferences.
Provides guidance and coordination of sales activities with the Internal Wholesalers and Sales Support Team.
Acts as an internal liaison and subject matter expert to provide assistance with administration escalations to provide support and resolve issues.
Responds to and resolves requests according to EquiTrust policies in a prompt, efficient, and courteous manner for external customers, departmental staff, and other EquiTrust personnel at all times.
Assists the Assistant Vice President, Sales in recruiting and developing new firm opportunities.
Serves as a lead contact representing EquiTrust to external distribution partners.
Collaborates with internal stakeholders and departments as requested.
Able to accommodate and perform extensive travel, including weekend travel, more than 50% of the time.
Plans travel and completes expense reports adhering to corporate travel and expense guidelines.
Supports the Sales and Marketing team and/or other departments on an as-needed basis.
Willingly takes on additional responsibilities in order to accomplish department and Company objectives.
Actively participates and contributes to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment.