Regional Vice President – External Wholesaler

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $125k - $300k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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 the territory business strategy to maximize revenue growth opportunities • Record prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations in the CRM weekly • Build and execute annual sales plans and review plans quarterly • Learn and routinely use new technology • Work with the Delaware Life Marketing National Sales Consulting team for 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 opportunity pipelines and deliver accurate territory forecasting in the CRM • Conduct in-depth sales presentations, product demonstrations, seminars, workshops and branch meetings • Leverage relationships to conduct small to large meetings using internal resources • Learn and demonstrate the Delaware Life Marketing National Sales Consultant value proposition • Build and maintain relationships with prospective and existing clients and Delaware Life Marketing • 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 • Report to the Division Sales Manager of Delaware Life Marketing and achieve defined sales goals

🎯 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 North Texas territory

🏖️ Benefits

• Health insurance • Dental insurance • Vision insurance • Basic and Supplemental Life Insurance • Short- and Long-Term Disability • Employee Assistance Program • Wellness programs • 401K plan with matching contributions by the Company