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Group 1001 · 1 month ago

Regional Vice President, External Wholesaler

United States

Full-time

Remote

Mid, Senior Level

$125K/yr - $300K/yr

5+ years exp

Group 1001 is a consumer-centric, technology-driven family of insurance companies committed to delivering outstanding value and operational performance. The Regional Vice President (RVP) will drive sales growth of Delaware Life annuity products, manage a territory effectively, and collaborate with the sales consulting team to achieve defined sales goals.

FinanceFinancial ServicesInsurance

Responsibilities

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

Deliver and demonstrate using Webex technology

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

Qualification

Wholesaling experienceVariable annuity salesFINRA licensesCRM proficiencyPresentation skillsMicrosoft OfficeLead developmentCommunication skillsOrganizational skillsTime management

Required

5+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent 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 variable annuity and fixed index 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

CRM: SalesForce or other CRM proficiency

Valid Driver's license

50% travel required

Preferred

Advanced degrees a plus

Microsoft Office proficiency, Allego, Seismic, technology a plus

Benefits

Comprehensive health, dental, and vision insurance plan options

Basic and Supplemental Life Insurance

Short and Long-Term Disability

Employee Assistance Program

Wellness programs

401K plan, with matching contributions by the Company

Company

Group 1001

Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all.

Founded in 2013

Zionsville, Indiana, USA

1001-5000 employees