VP, Regional Vice President - Southeast/Southwest Florida

🕒 Junho 5

🐊 Florida – Remoto

🐊 Florida – Remote

💵 $60.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

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KKR

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1976

🛡️ Seguros

💼 Consultoria

💸 Finanças

💰 Post-IPO Equity em 2016-11

Insurance • Consulting • Finance

A KKR é uma empresa global de investimentos que gerencia múltiplas classes de ativos, incluindo private equity, energia, infraestrutura, imóveis e crédito. A empresa trabalha com clientes para criar estratégias de investimento sob medida e busca gerar retornos atrativos a longo prazo. A KKR é conhecida por sua experiência em mercados de capitais e compromisso com iniciativas de sustentabilidade.

Descrição

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share. • Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities. • Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals. • Work closely with internal wholesalers to continue to develop already established territories. • Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors. • Demonstrate effective use of client & territory management tools including salesforce. • Leverage and maximize centers of influence in the territory.

🎯 Requisitos

• 5-7+ years of financial services sales experience preferred. • Proven track record of consistently meeting and/or exceeding performance expectations. • Drive performance targets to completion. • Proficiency in financial services sales, wholesaling, retirement plans, relationship management. • Responsible, conscientious, and self-motivated. • Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities. • Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers. • Be flexible with ability to accept, create and manage change. • Display willingness to quickly learn product lines, procedures, and workflows. • Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.

🏖️ Benefícios

• Health insurance • Professional development opportunities • Flexible work arrangements