RVP, Financial Institutions Channel

3M HEALTHCARE; Deutschland; Vor Ort; EUR 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Not specified

Zusammenfassung

F&G is expanding its Bank and Independent Broker-Dealer channel. The Regional Vice President will grow market share for fixed, indexed, and registered index-linked annuities across a multi-state territory and report to the Divisional VP, Financial Institutions Channel.

You will partner with internal wholesalers, liaise with National Accounts, and lead strategic plans while traveling up to 80% of the time. Flexible in-office, hybrid, and remote work arrangements are supported.

Qualifikationen

• Bachelor's Degree or best combination of education and experience.
• 10+ years of wholesale experience in the bank and IBD channels.
• Licenses: Life/Health Licenses, FINRA Series 6 or 7, Series 63 (or 65 or 66).

Aufgaben

• Develop and execute a multi-state territory business and marketing plan.
• Build deep relationships with financial professionals based on value, knowledge, and integrity.
• Partner with Bank Program Managers, OSJs and other centers of influence to educate advisors and grow business.
• Demonstrate annuity solutions to advisors to support retirement goals via phone, video, and in-person meetings.
• Collaborate with National Accounts Team to uncover broader exposure at banks/Broker-Dealers.
• Plan with Senior Internal Wholesaler to operate the territory as a team.
• Represent F&G at industry conferences and distributor meetings.
• Prioritize time and budget to meet or exceed sales targets for the territory.

Kenntnisse

Retirement income planning

Presentation skills

Territory growth

Salesforce

Microsoft 365

Change management

Ausbildung

Bachelor's Degree

Tools

Salesforce

Microsoft 365

Jobbeschreibung

Job Summary

F&G is growing very quickly in the Bank and Independent Broker-Dealer channel. The Regional Vice President is responsible for growing market share for F&G’s fixed, indexed, and registered index-linked annuity products in the [Region].

This position will work closely with and report directly to the Divisional VP, Financial Institutions Channel, partner with a Senior Internal Wholesaler (SIW) and liaise with National Accounts Team to grow annuity market share for F&G in the assigned territory.

Duties & Responsibilities

• Deliver a winning business and marketing plan to build out a multi-state territory, establishing F&G as a leader in our space
• Develop deep relationships with financial professionals based on the value you provide, the knowledge you share, and the integrity you operate with
• Partner with Bank Program Managers, OSJs and other key centers of influence to help educate advisors and grow their businesses
• Demonstrate with advisors how F&G’s annuity solutions can help create a more predictable retirement for their clients via phone, video, and face-to-face meetings
• Collaborate with our National Accounts Team to uncover opportunities for broader exposure at each bank or Broker-Dealer we partner with
• Partner and plan with Senior Internal Wholesaler to effectively operate your territory as a team
• Represent F&G at industry conferences, distributor meetings, and other events as requested
• Prioritize your time and budget effectively to meet or exceed sales targets for the territory

Supervisory Responsibilities

This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills, & Abilities

• Extensive knowledge of retirement income planning and annuities
• Expert delivery of presentations to all audience sizes
• Clearly articulated history of growing territories
• Well-respected by the financial professional community in your territory
• Proficiency in utilizing web-based sales and training tools, including Microsoft 365 and Salesforce
• Creativity: the ability to package often commonly available information and ideas in a creative and memorable way
• Superior communication skills: oral, written, and interpersonal communication skills are critical
• Be comfortable with change and able to adjust as we grow

Minimum Qualifications

• Bachelor's Degree – Combination of education and experience considered in lieu of degree.
• 10+ years of relevant experience successfully wholesaling in the bank and IBD channels
• Licenses/Certifications – Life Health Licenses, FINRA Series 6 or 7, Series 63 (or 65 or 66) Licenses

Other Requirements

• This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance

Ability to travel up to:

80% of the time

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [e-mail].