VP, Regional Vice President - Southeast/Southwest Florida

🕒 il y a 2 mois

🐊 Florida – Distant

🐊 Florida – Remote

💵 $60 000 / an

⏰ Temps Plein

🔴 Expert

👔 Vice-président

🦅 Parrain de Visa H1B

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KKR

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1976

🛡️ Assurance

💼 Conseil

💸 Finance

💰 Post-IPO Equity en 2016-11

Insurance • Consulting • Finance

KKR est une société d'investissement mondiale qui gère plusieurs classes d'actifs, y compris le capital-investissement, l'énergie, l'infrastructure, l'immobilier et le crédit. La firme collabore avec ses clients pour créer des stratégies d'investissement sur mesure et cherche à générer des rendements attractifs à long terme. KKR est connue pour son expertise dans les marchés de capitaux et son engagement envers les initiatives de durabilité.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• Health insurance • Professional development opportunities • Flexible work arrangements