Regional Vice President – External Wholesaler

🔥 4 horas atrás

🤠 Texas – Remoto

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💵 $125.000 - $300.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

🦅 Patrocina Visto H1B

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👻 Score fantasma 0%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Group 1001

501 - 1000 funcionários

💼 Consultoria

🏥 Saúde

💸 Finanças

Consulting • Healthcare • Finance

A Group 1001 é um coletivo focado em capacitar empresas e comunidades por meio de soluções financeiras inovadoras e parcerias estratégicas. A empresa oferece produtos de seguro e anuidades simples e acessíveis, desenhados para ajudar indivíduos a gerenciar e aumentar suas economias. Sua plataforma de investimentos online oferece aos usuários um meio digital de controlar seu futuro financeiro. A Group 1001 também investe em parcerias que aprimoram o desenvolvimento comunitário por meio da educação e esportes. Com uma cultura voltada para a tecnologia, eles estão transformando a indústria de seguros e ajudando comunidades a prosperar.

Descrição

• Drive the territory business strategy to maximize revenue growth opportunities • Record prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations in the CRM weekly • Build and execute annual sales plans and review plans quarterly • Learn and routinely use new technology • 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 drive sales results • Prospect, administer campaign-generated leads, update customer records, manage opportunity pipelines and deliver accurate territory forecasting in the CRM • Conduct in-depth sales presentations, product demonstrations, seminars, workshops and branch meetings • Leverage relationships to conduct small to large meetings using internal resources • Learn and demonstrate the Delaware Life Marketing National Sales Consultant value proposition • Build and maintain relationships with prospective and existing clients and Delaware Life Marketing • Conduct lead development, follow-up, qualification and targeted account selling in person, by phone and virtually • Manage expenses and follow company policies for advisor and firm sponsorships • Report to the Division Sales Manager of Delaware Life Marketing and achieve defined sales goals

🎯 Requisitos

• 5+ years of wholesaling experience with proven annuity sales results in the bank and/or 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 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 • Salesforce or other CRM proficiency • Valid Driver’s license • 50% travel required • Must reside in the assigned North Texas territory

🏖️ Benefícios

• Health insurance • Dental insurance • Vision insurance • Basic and Supplemental Life Insurance • Short- and Long-Term Disability • Employee Assistance Program • Wellness programs • 401K plan with matching contributions by the Company

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