Regional Vice President, External Wholesaler

Gainbridge; Zionsville (IN); On-site; USD 125,000 - 300,000; Full time

Benefits offered by this job

401K with company match

Health insurance

Life insurance

Short/Long-term disability

Job summary

Group 1001 Insurance seeks a Regional Vice President to lead annuity sales growth across designated territory. You will drive strategy, develop annual plans, and collaborate with sales consulting teams to execute complex meetings and presentations.

Ideal candidates bring 5+ years in annuity wholesaling, strong bank/broker-dealer relationships, and FINRA/Life licenses. Travel up to 50% is required as you reside in the Illinois territory.

Qualifications

• 5+ years of wholesaling experience with proven annuity sales results in bank/broker-dealer channels.
• Bachelor’s degree required; advanced degrees a plus.
• FINRA Series 6 or 7, 63 and Life Insurance licenses required.
• Strong relationships with key bank and independent broker-dealer advisors.

Responsibilities

• Drive territory business strategy to maximize revenue growth opportunities.
• Record prospect meetings, pipeline, tasks, and demos in CRM weekly.
• Build and execute annual sales plans; train and collaborate with internal teams.
• Conduct in-person, phone, and virtual presentations and account selling.
• Manage expenses and ensure compliance with sponsor policies.

Skills

Wholesaling experience

Annuity sales

CRM Salesforce

Presentation skills

Relationship building

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce CRM

Microsoft Office

Job description

Why This Role Matters:

The Regional Vice President (RVP), is designed to help drive sales growth of Delaware Life annuity products and services; drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth. The role responsibilities also include effective and efficient management of the territory to deliver profitable product sales. Actively engage in the use of data and technology to mine opportunities for focused growth. Build annual plans and review quarterly. This role will report to the Division Sales Manager of Delaware Life Marketing and will be responsible for achieving defined sales goals.

How You’ll Contribute:

Drive the territory business strategy to maximize revenue growth opportunities. Active support and adoption of the company’s technology-focused approach through weekly recording of prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations into the CRM. Build and execute annual sales plans and review plans quarterly. Must be willing to learn new technology and use it routinely in the role. 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 assist in driving sales results. Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory. Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings. Leverage relationships to conduct small to large meetings using internal resources. Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients. Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing. Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology. Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships.

What We’re Looking for:

• 5+ years of wholesaling experience with proven annuity sales results in the bank and/or broker-dealer channels
• Bachelor’s degree required and advanced degrees a plus
• 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
• CRM: SalesForce or other CRM proficiency
• Valid Driver’s license
• 50% travel required
• Territory: This position is focused on development of sales and business relationships in the established territory of Illinois. The individual in this role is required to reside in the territory to which they are assigned.

Compensation:

The total compensation for this position ranges from $125,000/year in our lowest geographic market up to $300,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits Highlights:

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001 Insurance Benefits Employees are our number one asset. We provide a comprehensive benefits package that goes beyond the basics to support employees through many of life’s personal and professional milestones.

Diversity:

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

#LI-LG1 #LI-REMOTE Grow Your Career at Group 1001 Insurance

We are a company that aims to shape the world around us. We don’t simply talk about change, we create it – empowering people and communities through sports, education, innovation, and access to financial products and services. Group 1001 Insurance is an integrated, technology-driven financial services and insurance group that combines product innovation with digital accessibility. With annuity products and insurance that create and protect a strong future for all, we help individuals and businesses thrive. Through our education and sports partnerships, we empower communities. Because when we invest in growth for all, we invest in a better world.

If you’re ready to make an impact and help us build a better future, you’re in the right place!