Regional Vice President, External Wholesaler

🕒 September 17

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $125k - $300k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Group 1001

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Group 1001 is a collective focused on empowering companies and communities through innovative financial solutions and strategic partnerships. The company provides simple and accessible insurance and annuity products designed to help individuals manage and grow their savings. Their online investing platform offers users a digital means to control their financial futures. Group 1001 also invests in partnerships that enhance community development through education and sports. With a tech-driven culture, they are transforming the insurance industry and helping communities thrive.

📋 Description

• Drive sales growth of Delaware Life annuity products and services • Drive strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities • Manage the territory effectively and efficiently to deliver profitable product sales • Use data and technology to identify focused growth opportunities • Build annual plans and review them quarterly • Report to the Division Sales Manager of Delaware Life Marketing and achieve defined sales goals • Drive the territory business strategy to maximize revenue growth opportunities • Record prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations in the CRM weekly • Work with the Delaware Life Marketing National Sales Consulting team on 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 the opportunity pipeline and provide accurate forecasting • Conduct sales presentations, product demonstrations, seminars, workshops and branch meetings • Leverage relationships to conduct meetings using internal resources • Demonstrate the Delaware Life Marketing National Sales Consultant value proposition to advisors and their clients • Build and maintain relationships with prospective and existing clients • Conduct lead development, follow-up, qualification and targeted account selling in person, by phone and through virtual technology • Manage expenses and comply with company policies for advisor and firm sponsorships

🎯 Requirements

• 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 territory

🏖️ Benefits

• Comprehensive health insurance • Dental insurance • Vision insurance • Basic life insurance • Supplemental life insurance • Short-term disability • Long-term disability • Employee Assistance Program • Wellness programs • 401(k) plan with matching contributions