Regional Vice President

Western & Southern Financial Group•Hoboken, NJ

13d

About The Position

The Regional Vice President recruits Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in an assigned territory, alongside Recruiting Coordinator duties. The role serves as a product and marketing subject matter expert, trainer, and resource for the region, including agencies, internal marketers, producers, and sub-producers. It drives life and annuity sales results in collaboration with Internal Wholesalers and focuses on sales and productivity among new and existing producers. The position works with minimal supervision and independently makes a broad range of critical decisions, escalating matters to executive-level associates when appropriate. The role provides orientation, product training, and sales support; promotes company products; and builds close working relationships with the Recruiting Coordinator and Internal Wholesaler. It develops advanced product and operational knowledge, shares competitor and industry information, and contributes ideas and strategic initiatives to improve sales, service, and competitive positioning. The position also manages expenses, reports regional recruiting, sales, activity, and expense results, and performs other assigned duties while complying with company policies and standards. This position travels and works in various office settings. It involves prolonged stationary work at a desk, computer, or meetings; frequent wrist, hand, and finger movement for computer work; regular verbal communication; visual acuity for reviewing documents and inspecting work; and preparing written correspondence, reports, and forms. Extended hours may be required during peak workloads or special projects/events. Travel includes driving a personal vehicle across a large geographic area, with daily and overnight travel of up to 50–75%.

Requirements

Bachelor's degree in business or a related field, or commensurate industry experience.
Demonstrated wholesaling experience (internal or external) or related sales-support experience in the large-agency and independent-producer space.
CFP, CLU, and ChFC designations, or commensurate industry experience.
Proven advanced knowledge of fixed and fixed indexed life insurance and annuity products.
Demonstrated ability to work effectively with multiple home-office areas, including underwriting and new business teams, to achieve regional sales and service outcomes.
Examples of effective negotiating and problem-solving skills.
Strong verbal and written communication skills, including presentation skills.
Examples of achieving results under pressure with high-volume workloads and deadlines.
Strong analytical skills, including experience identifying and quantifying problems and providing effective resolutions.
Examples of effectively grasping new concepts and procedures.
Examples of self-motivation and experience working under limited supervision.
Working knowledge of Microsoft Office applications.
Working knowledge of producer portals, mobile capabilities, and product illustration software.
Dedicated use of a CRM platform for regional management, sales and marketing, reporting, and related functions.
Valid in-state driver's license and satisfactory driving record upon hire.
Maintain appropriate vehicle insurance upon hire.
Ability to drive a personal vehicle across a relatively large geographic area, including daily and overnight travel up to 50–75%.

Nice To Haves

Proven knowledge of advanced sales and marketing concepts.

Responsibilities

Recruit new BGAs, PGAs, and agencies in the assigned territory in coordination with the Recruiting Coordinator.
Provide orientation, product training, and direct sales support to new and existing agencies and producers.
Work with the Internal Wholesaler to solicit and promote the sale of company products.
Coordinate regional field activities with the Recruiting Coordinator and Internal Wholesaler.
Make proactive outbound support calls, follow up on sales calls, identify sales opportunities, and promote products.
Respond to producer support needs and answer in-depth, moderately complex product questions.
Develop and use advanced knowledge of products and operational procedures, including submissions, underwriting and issue procedures, commissions, and product availability.
Offer input on improving product sales and service.
Monitor competitors and industry trends and share timely information with relevant colleagues and home-office staff.
Participate in interviews for Recruiting Coordinator and Internal or External Wholesaler positions when requested.
Manage expenses within assigned parameters.
Provide management with regional recruiting, sales, activity, and expense reports.
Network and stay informed about business trends, competitor strategies, and major operational initiatives.
Develop and execute strategic operational initiatives to improve competitive positioning.
Perform other duties as assigned and comply with policies and standards.