Regional Senior Vice President - Remote

August 5

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OneDigital

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Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 Description

• Oversees all aspects of financial services business for a specific region. • Drives strategic growth and cultivates high-performing teams. • Develops and executes a comprehensive business plan. • Ensures exceptional client service delivery. • Drives new organic and inorganic business. • Responsible for the rollup of all Financial Services P&Ls within the region. • Accountable for achieving growth (sales and retention) and financial (revenue, EBITDA, margin) plans. • Proactive collaboration with key leaders to ensure financial growth and success.

🎯 Requirements

• Proven track record of successfully leading and growing a large sales team in the financial services space, with a focus on exceeding sales goals. • Strong financial acumen and experience with P&L management. • Demonstrated expertise in developing and executing successful business strategies for financial services organizations. • Strong understanding of fiduciary best practices, including ERISA regulations, and current industry trends. • Exceptional leadership skills, with the ability to motivate, inspire, and coach a diverse team. • Excellent communication, presentation, and interpersonal skills, with the ability to build strong relationships at all levels. • Proven strategic thinking and business acumen, with a focus on driving profitability and shareholder value. • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). • Demonstrated discipline utilizing a CRM as a comprehensive business tool, Salesforce preferred. • Ability to adapt to a rapidly changing business and technology environment. • Willingness to travel up to 50%.

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts