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American Equity · 7 hours ago

Regional Vice President (PA,MD,DC, DE), American Equity

United States

Full-time

Hybrid

Mid, Senior Level

6+ years exp

American Equity is a leading provider of annuity products aimed at fulfilling clients' retirement needs. The Regional Vice President is responsible for driving sales in a specified territory, managing relationships with agents, and implementing business strategies to achieve sales goals.

ConsultingFinanceInsurance

Hiring Manager

Sara Dahm

Responsibilities

Develops and maintains relationships with existing and new sales agents with the goal to create and enhance producer loyalty

Functions as the leader of the territory and manages resources accordingly and effectively

Consistently expands the producer base by engaging both new and lost producers

Increase sales through field activity such as face-to-face meetings, conferences, training meetings, point-of-sales, and American Equity hosted events

Prospects consistently, uses an outcomes-based sales process, and maintains sales velocity

Identifies and executes opportunities to use American Equity product line & strategies to help agents and marketing firms grow their business

Leverages internal and external networks to achieve organizational goals, share information, offer advice, maintain competitive advantage or provide benchmarking

Applies product expertise to efficiently win and effectively execute opportunities

Manages time and productivity, creates operating efficiencies, and leverages existing systems

Addresses issues from agents and IMO marketers, working with internal partners to deescalate and resolve issues

Researches the market, identifies the competition and determines optimal strategies and approaches to maintain/expand business and market share. Shares and discusses ideas with manager; finalizes and implements action plans

Receives and makes inbound/outbound calls to distribution partners and prospects to increase sales and maintain customer base by applying outstanding customer service standards

Focuses on agent retention measured by the Loyalty Rewards program for agents

Contacts distribution partners /prospects for appointments / meetings; manages own travel planning and appointment schedules

Visits with distribution partners, assessing needs through discussions and offering solutions

Prepares and submits a variety of reports to Head of National Sales on plans, outcomes, trends and expenses

Corresponds with distribution partners through letters, calls, and emails

Manages training of distribution partners within territory

Regularly travels to various events which may include public speaking appearances

Performs other related work as assigned

Qualification

Sales managementLife Insurance LicenseTerritory managementCustomer serviceInterpersonal skillsEffective communicationMicrosoft OfficeNegotiation skillsOrganizational skillsProblem-solving skills

Required

Bachelor's degree in Business or other related field of study; plus a minimum of six (6) years of related experience; or equivalent combination of education and/or experience

Experience working in the life insurance industry

Experience in sales and territory management

2 or more years of managing a sales territory

Must possess a valid Driver's License and be insurable

Life Insurance License is required

Goal and achievement oriented; highly motivated to succeed

Outstanding customer service orientation

Outstanding interpersonal and relationship skills

Effective verbal and written communication skills with ability to effectively present information to top management, public groups, and/or boards of directors

Ability to write speeches and articles for publication that conform to prescribed style and format

Ability to effectively build and maintain relationships

Effective negotiation skills

Strong organizational and planning skills with ability to effectively prioritize and multitask

Math skills with strong attention to detail

Strong problem-solving skills with ability to define problems, collect data, establish facts, and draw accurate conclusions on complex problems in a timely manner

Ability to work cooperatively and successfully with employees, customers, and other outside third parties

Ability to successfully handle pressure and meet deadlines in a fast-paced work environment

Ability to read, analyze, and interpret technical journals, financial reports, and legal documents from regulatory agencies, and other members of the business community

Proficient in the use of Microsoft Office applications

Ability to travel 60% to 80% of the time

Company

American Equity

American Equity Investment Life Insurance Company® We are The Financial Dignity Company – and while each person might define financial dignity differently, we believe it’s having the means to retire with pride and peacefulness in your daily life.

Founded in 1996

West Des Moines, Iowa, USA

501-1000 employees