RVP, External Wholesaler - South Texas

Group 1001•Houston, TX

1d•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. The Regional Vice President (RVP), drives sales growth of Delaware Life annuity products and services and key strategic sales initiatives. The RVP collaborates 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. This position is focused on development of sales and business relationships in the established territory of Houston and San Antonio, TX. 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.

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
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
CRM: SalesForce or other CRM proficiency
Valid Driver’s license

Nice To Haves

advanced degrees a plus
Allego, Seismic, technology a plus

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.