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American Equity · 1 day ago

Regional Vice President (North Florida), Eagle Life

United States

Full-time

Hybrid

Mid, Senior Level

6+ years exp

Eagle Life Insurance Company®, a subsidiary of American Equity, specializes in innovative retirement solutions. The Regional Vice President will drive sales across the product lineup by working closely with advisors in bank and broker dealer firms to maximize sales and enhance brand visibility.

ConsultingFinanceInsurance

Responsibilities

Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually

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

Applies knowledge of each Advisor’s practice and firm to develop and provide optimal strategies

Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products

Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business

Leverages knowledge of products to meet client needs; uses product expertise to differentiate Eagle Offerings

Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies

Applies product expertise to efficiently win and effectively execute opportunities

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

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

Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness

Generates robust demand, executes long-range sales plans, and forecasts accurately

Uses a systematic approach to develop long-range, strategic plans for accomplishing sales goals

Effectively prioritizes opportunities and sales resources based on data and strategic account strategies

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

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

Ensures consistent movement of opportunities through the sales process as measured by advisor commitments

Increase sales through field activity (and virtual) such as face-to-face meetings, client seminars, training meetings, point-of-sales, and continuing education

Performs other related work as assigned

Qualification

Annuity wholesalingSales strategy developmentRelationship managementCustomer service orientationMicrosoft Office SuiteEffective communicationOrganizational skillsProblem-solving

Required

Bachelor's degree (B.A.) from four-year college or university; or six (6) years of related experience in sales and/or wholesaling; or equivalent combination of education and/or experience

A minimum of two years of external annuity wholesaling experience preferred (Eagle Life also has a proven track record of success with internal wholesalers

Life & Health, FINRA 6 and/or 7 with 63 licenses preferred

Strong and above average customer service orientation

Effective verbal and written communication skills

Strong relationship building and maintaining skills

Mathematical skills and strong attention to detail

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

Strong organizational and planning skills

Proficient in the use of MicroSoft Office Suite

Ability to write reports, business correspondence, and procedure manuals

Ability to effectively present information and respond to questions

Ability to define problems, collect data, establish facts, and draw valid conclusions

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

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

Requires an ability to travel up to 75% of the time

Preferred

A minimum of two years of external annuity wholesaling experience preferred (Eagle Life also has a proven track record of success with internal wholesalers

Life & Health, FINRA 6 and/or 7 with 63 licenses preferred

Other professional designations encouraged

Benefits

Excellent benefits

Community and employee engagement

Educational advancement

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