Halo Investing · 1 day ago

Regional Vice President, Annuities

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Serve as the main point of contact for Registered Investment Advisors.

Develop and execute a regional sales strategy that aligns with the company's and team’s overall sales objectives. Identify target markets, develop a sales pipeline, and establish sales targets and goals.

Develop and manage productive relationships with key customers, partners and other stakeholders in the region. Manage the follow-up process.

Represent Halo at industry events and conferences to promote our products and services.

Collaborate with the annuities team and other departments such as marketing and product development to best meet the needs of customers in the region.

Monitor and analyze metrics to identify areas for improvement and develop strategies to address them.

Update and manage Salesforce database to reflect accurate client information.

Proactively research and generate new client leads.

Qualification

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Annuities knowledgeWealth management knowledgeBusiness development skillsSIE certificationSeries 6 certificationSeries 7 certificationInsurance licenseSalesforce proficiencySeries 63 certificationSeries 66 certificationSales strategy developmentRelationship managementClient lead generationMarket analysisEvent representation