Regional Sales & Relationship Manager jobs in United States
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Cetera Financial Group · 3 weeks ago

Regional Sales & Relationship Manager

Cetera Financial Group is seeking an experienced and dynamic Regional Sales and Relationship Manager to lead and drive sales growth in their Life, Annuity, Long Term Care, and Disability Income Divisions. The role involves developing strategic relationships, collaborating with a sales team, and executing business plans to achieve regional sales targets.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Develop and implement regional sales strategies to meet and exceed sales goals
Support, guide, and collaborate with a regional sales team to drive performance and growth
Build and maintain strong relationships with key distribution partners, producers, and advisors
Analyze market trends to identify new business opportunities and areas for growth
Provide training, support, and guidance on Life, Annuity, LTC, and DI concepts and products to the sales team and partners
Collaborate with internal departments to ensure seamless product delivery and advisor/producer satisfaction

Qualification

Insurance sales experienceInsurance productsLeadership skillsMarket trend analysisFINRA Series 6/7Communication skillsNegotiation skillsInterpersonal skills

Required

Minimum of 6+ years of experience in insurance and/or annuity sales, with proven leadership skills
Strong knowledge of insurance and annuity products, industry regulations, and market trends
Excellent communication, negotiation, and interpersonal skills
Ability to travel within the assigned region
FINRA Series 6/7 and 63 required

Benefits

Incentive compensation

Company

Cetera Financial Group

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Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired

Leadership Team

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Michael Durbin
Chief Executive Officer
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Dan Burkott
Chief Compliance Officer - Tax Channel
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Company data provided by crunchbase