RVP, External Wholesaler - Pacific NW

Group 1001

18h • $125,000 - $300,000 • Remote

About The Position

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters: The Regional Vice President (RVP), drives sales growth of Delaware Life annuity products and services, key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth. Reporting to the Division Sales Manager, the RVP is responsible for effectively managing a specified territory to deliver profitable product sales, active engagement in the use of data and technology to mine opportunities for focused growth, and building annual sales plans for strong results. Territory: This position is focused on development of sales and business relationships in the established territory of Seattle, WA or Portland, OR. It is permissible for this person to reside in a 75 mile radius of either city. The individual in this role is required to reside in the territory to which they are assigned. How You'll Contribute: Drive the territory business strategy to maximize revenue growth opportunities. Active support and adoption of the company’s technology-focused approach through weekly recording of prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations into the CRM. Build and execute annual sales plans and review plans quarterly. Must be willing to learn new technology and use it routinely in the role. Work with the Delaware Life Marketing National Sales Consulting team for large advisor meetings and complex sales assistance. Collaborate with the Internal Sales Team to assist in driving sales results. Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory. Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings. Leverage relationships to conduct small to large meetings using internal resources. Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients. Deliver and demonstrate using Webex technology. Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing. Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology. Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships.

Requirements

• 5+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels
• Bachelor’s degree required and advanced degrees a plus
• FINRA Series 6 or 7, 63 and Life Insurance licenses required
• Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory
• Exceptional presentation and communication skills
• Demonstrated success in variable annuity and fixed index annuity sales
• Proven track record of advisor relationship building
• Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology
• Strong organizational skills and effective time management
• Microsoft Office proficiency, Allego, Seismic, technology a plus
• CRM: SalesForce or other CRM proficiency
• Valid Driver’s license
• 50% travel required

Responsibilities

• Drive the territory business strategy to maximize revenue growth opportunities.
• Active support and adoption of the company’s technology-focused approach through weekly recording of prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations into the CRM.
• Build and execute annual sales plans and review plans quarterly.
• Must be willing to learn new technology and use it routinely in the role.
• Work with the Delaware Life Marketing National Sales Consulting team for large advisor meetings and complex sales assistance.
• Collaborate with the Internal Sales Team to assist in driving sales results.
• Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory.
• Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings.
• Leverage relationships to conduct small to large meetings using internal resources.
• Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients.
• Deliver and demonstrate using Webex technology.
• Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing.
• Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology.
• Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships.

Benefits

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees