Regional Vice President, Sales- Financial Institutions

Franklin Madison; United States; On-site; USD 180,000 - 240,000; Full time

Job summary

An established industry player is seeking a Regional Vice President of Sales to lead business development within the financial institutions sector. This pivotal role involves driving growth for the Insurance Services Division through strategic relationship-building and a consultative sales approach. The ideal candidate will possess extensive experience in sales and business development, with a proven ability to engage with executive-level decision makers. This position offers a dynamic opportunity to influence the market and contribute to the company's success while enjoying a competitive salary and comprehensive benefits package.

Benefits

Medical Insurance

Vision Insurance

401(k)

Paid Maternity Leave

Paid Paternity Leave

Disability Insurance

Qualifications

• 7+ years of sales experience with a focus on B2B and business development.
• Strong ability to build relationships with financial institution leaders.
• Proven track record in contract negotiation and deal closure.

Responsibilities

• Drive business development and sales within assigned territory.
• Build and maintain relationships with decision makers at banks and credit unions.
• Negotiate deal terms and manage the sales cycle from prospecting to closing.

Skills

Sales Experience

Business Development

Contract Negotiation

Networking

Communication Skills

CRM Tools

Organizational Skills

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Bachelor’s Degree in Insurance

Tools

Salesforce

Microsoft Office

Job description

Regional Vice President, Sales- Financial Institutions

Join to apply for the Regional Vice President, Sales- Financial Institutions role at Franklin Madison

Regional Vice President, Sales- Financial Institutions

Join to apply for the Regional Vice President, Sales- Financial Institutions role at Franklin Madison

Direct message the job poster from Franklin Madison

The Regional Vice President (RVP) is a key Franklin Madison brand champion in market responsible for driving business development and sales within his/her assigned territory of Financial Institutions. This role is instrumental in driving growth for the Insurance Services Division by leading the full sales cycle, from prospecting and relationship-building to deal negotiation and closing. The ideal candidate will demonstrate a consultative sales approach, deep industry knowledge, and the ability to build and maintain executive-level relationships with financial institution leaders.

Responsibilities:

Business Development

• Identify and curate relationships with decision makers at prospective banks and credit unions to introduce and promote insurance protection products.
• Develop and leverage strategic partnerships with brokers and consultants to gain access to select financial institutions utilizing a variety of networking channels.
• Demonstrate a client-centered approach in seeking to understand their needs and leveraging mastery of the Franklin Madison value proposition to position relevant solutions as part of a personalized engagement approach.
• Utilize approved CRM tools and reporting to ensure pipeline is actively managed and appropriate documentation visible to senior leaders.

Deal Development and Contracting

• Qualify prospects and collect the needed data to perform preliminary marketing estimates.
• Collaborate with Finance (and others as appropriate) to initiate the proposal process.
• Leverage internal resources to finalize presentation, which incorporates supporting sales collateral and approved proforma.
• Negotiate mutually agreeable deal terms, leveraging SMEs as needed to finalize contracts and secure authorized signatures.

Onboarding Meetings and Documentation

• Partner with appropriate support resources to coordinate a “kick-off meeting” where all relevant stakeholders from the financial institution, broker or consultant (if utilized), and internal departments to review expectations and ensure maximum engagement and alignment with marketing terms.
• Leverage established processes and tools to document all phases of implementation to ensure a smooth onboarding journey for the client.
• Transition day-to-day client engagement and relationship management to assigned colleague yet remain involved for key meetings (e.g.; QBRs) and as an escalation point for critical issues.

Additional Strategic Actions

• Develop and continuously refine sales strategy to achieve key milestones and sales goals assigned by leadership.
• Strategically leverage databases and social media to grow professional network.
• Become a respected thought leader that professionally represents the Franklin Madison brand and contributes meaningfully to industry discourse related to select topics.
• Collaborate with other Sales Team members to identify and cross-pollinate best practices and solicit feedback to assist with professional development and growth.
• Be a role model for colleagues by acting with integrity and honesty.
• Fostering open communication, respect, and build trust across the organization.
• Be willing to take risks and challenge the status quo to pursue greatness.

Requirements:

• Bachelor’s degree (business administration, finance, insurance, or a related major preferred).
• Minimum 7+ years of experience in sales, with at least 2 years in business development or B2B sales roles.
• Have an existing network in the financial institution space and the ability to connect confidently with senior-level decision makers.
• Demonstrated history of successful contract negotiation in complex sales situations.
• Ability to demonstrate passion for the product and process.
• Ability to manage rapidly changing priorities and opportunities.
• Self-motivated sales professional with strong organizational skills and attention to detail.
• Persistent, results driven individual with a strategic mindset.
• Excellent communication skills, both verbal and written.
• Familiarity with Salesforce and Microsoft Office products.
• Ability to travel up to 50%

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Sales, and Consulting

• Industries

  Insurance, Marketing Services, and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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