Regional Vice President, External Wholesaler

🔥 17 hours ago

🌽 Illinois – Remote

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💵 $125k - $300k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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👻 Ghost score 1%

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Logo of Group 1001

Group 1001

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 • 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 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 virtually • Manage expenses and follow 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 • Required to reside in the assigned territory

🏖️ Benefits

• Comprehensive health, dental, and vision insurance plan options • 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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