Regional Vice President

Western & Southern Financial Group•Wilmington, DE

About The Position

The Regional Vice President recruits Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), agencies, and related producers in an assigned territory, in coordination with the Recruiting Coordinator. The role serves as a product and marketing subject matter expert, trainer, and resource for regional agencies, producers, and internal teams. It supports life and annuity sales results by working closely with Internal Wholesalers and focusing on the productivity of new and existing producers. The position provides orientation, product training, and sales support; promotes company products; develops advanced product and operational knowledge; and shares market and competitor information with regional and home-office colleagues. It works with minimal supervision, independently makes a broad range of critical decisions, and escalates matters to executive-level associates when appropriate. The role also manages expenses, provides reports to management, and develops and executes strategic initiatives. The position travels throughout a large territory and works in various office settings. Travel may include daily and overnight driving in a personal vehicle, up to 50–75%. Extended hours may be required during peak workloads or special projects and events. A valid in-state driver's license, satisfactory driving record, and appropriate vehicle insurance are required upon hire. The posted hiring salary range is not provided; sales positions may receive sales incentives, and total compensation may exceed base salary depending on individual performance.

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 credentials, or commensurate industry experience.
Proven advanced knowledge of fixed and fixed indexed life insurance and annuity products.
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 negotiation 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 identifying and quantifying problems and providing effective resolutions.
Examples of effectively learning new concepts and procedures.
Examples of self-motivation and 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.
Appropriate vehicle insurance upon hire.

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 BGAs, PGAs, and producers.
Work with the Internal Wholesaler to solicit and promote company products to agencies and producers.
Coordinate field activities with the Recruiting Coordinator and Internal Wholesaler.
Make proactive support calls, follow up on sales calls, identify sales opportunities, and promote products.
Respond to producer support needs, follow up on sales calls, and answer in-depth and moderately complex product questions.
Develop and use advanced knowledge of products and operational procedures, including submissions, underwriting and issue procedures, commissions, and product availability.
Recommend ways to improve product sales and service, and share timely competitor and industry information with internal colleagues.
Participate in interviews for Recruiting Coordinator and Internal or External Wholesaler roles when requested.
Manage expenses within assigned parameters.
Provide regional recruiting, sales, activity, and expense reports to management.
Stay informed about business trends, competitors' strategies, and major operational initiatives.
Develop and execute strategic initiatives to improve the operation's competitive position.
Perform other duties as assigned and comply with all policies and standards.