Regional Vice President (VA, West VA), Eagle Life

American Equity

1d • Remote

About The Position

Eagle Life Insurance Company, a subsidiary of American Equity Investment Life Insurance Company, is an annuity provider specializing in safe, innovative retirement solutions and servicing financial institutions. They are seeking high-energy individuals to advance their careers with an innovative, inclusive company that values employee well-being, work-life balance, and a positive daily work environment. This role offers opportunities for career growth, excellent benefits, community and employee engagement, and educational advancement in the insurance industry.

Requirements

• Bachelor’s degree (B.A.) from four-year college or university; or six (6) years of related experience in sales and/or wholesaling; or equivalent combination of education and/or experience.
• Strong and above average customer service orientation.
• Effective verbal and written communication skills.
• Strong relationship building and maintaining skills.
• Mathematical skills and strong attention to detail.
• Ability to work cooperatively and successfully with employees, customers, and other outside third parties.
• Strong organizational and planning skills.
• Proficient in the use of MicroSoft Office Suite.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.

Nice To Haves

• A minimum of two years of external annuity wholesaling experience preferred.
• Life & Health, FINRA 6 and/or 7 with 63 licenses preferred.
• Other professional designations encouraged.

Responsibilities

• Drives sales across the available product lineup with advisors in bank and broker dealer firms.
• Works closely with sales leadership to leverage appropriate business plans to maximize sales and exceed territory sales goals.
• Educates advisors on products, supports their business initiatives, and enhances brand visibility.
• Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually.
• Leverages internal and external networks to achieve professional and organizational goals, share information, offer advice, maintain competitive advantage or provide benchmarking.
• Applies knowledge of each Advisor’s practice and firm to develop and provide optimal strategies.
• Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products.
• Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business.
• Leverages knowledge of products to meet client needs; uses product expertise to differentiate Eagle Offerings.
• Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies.
• Applies product expertise to efficiently win and effectively execute opportunities.
• Manages time and productivity, creates operating efficiencies, leverages existing systems.
• Functions as the leader of the territory and manages resources accordingly and effectively.
• Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness.
• Generates robust demand, executes long-range sales plans, and forecasts accurately.
• Uses a systematic approach to develop long-range, strategic plans for accomplishing sales goals.
• Effectively prioritizes opportunities and sales resources based on data and strategic account strategies.
• Prospects consistently, uses an outcomes-based sales process, maintains sales velocity.
• Consistently expands the producer base by engaging both new and lost producers.
• Ensures consistent movement of opportunities through the sales process as measured by advisor commitments.
• Increases sales through field activity (and virtual) such as face-to-face meetings, client seminars, training meetings, point-of-sales, and continuing education.
• Performs other related work as assigned.

Benefits

• excellent benefits
• community and employee engagement
• educational advancement in the insurance industry
• work-life balance is top priority
• company culture is not just talked about but is something that’s expressed in our daily work environment

What This Job Offers

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