Regional Vice President, External Wholesaler
- remote type
- Remote
- locations
- Zionsville, Indiana
- Chicago, Illinois
- time type
- Full time
- posted on
- Posted 12 Days Ago
- job requisition id
- R24_0988
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Territory Supporting - Indiana and Illinois
Summary:
The Regional Vice President, External Wholesaler is designed to help drive sales growth of Delaware Life annuity products and services; drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth. The role responsibilities also include effective and efficient management of the territory to deliver profitable product sales. Actively engage in the use of data and technology to mine opportunities for focused growth. Build annual plans and review quarterly.
Main Accountabilities
Drive the territory business strategy to maximize revenue growth opportunities.
Leverage technology weekly to record prospect/client meetings, pipeline opportunities, tasks, demonstrations, and illustrations.
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.
Qualifications:
10+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels
Bachelor’s degree required and advanced degrees a plus
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
Microsoft Office proficiency, Allego, Seismic, technology a plus
CRM: SalesForce or other CRM proficiency
Valid Driver’s license
50% travel required
Compensation:
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay for this position is $80,000/year. The position is also eligible for variable compensation. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company’s Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
#LI-KS1 #LI-REMOTEAbout Us
Group 1001 is a collective that empowers companies to create positive growth.
Everything we do is designed to help individuals and communities thrive. Our insurance and annuities make financial products easy to understand and accessible to all. Our online investing platform gives individuals control over their savings and their futures. Our technology and innovation help companies succeed. And our strategic partnerships bring people together through education and sports. Because we all have the power to grow better.
Overview of Benefit Plans and Programs
Group 1001 offers Benefit Plans and Programs which provide comprehensive coverage with a full range of plan choices.
HEALTH AND WELLNESS
- Medical, Dental, and Vision Insurance for Employees and Dependents
- Disability and Life Insurance Benefits
- Flexible Spending Account (FSA)
- Comprehensive Counseling and Financial/Legal Resource Program
WORK-LIFE BALANCE
- Generous Paid Time Off
- Paid Holidays
- Bereavement, Jury Duty, and Disability Leave
- Hybrid Work Model Available
- Remote Work Opportunities Available for Some Roles
- Company Matching Gift Program for Community Volunteering and Donations
FINANCIAL WELLBEING
- Competitive Compensation
- Generous 401(K)
- Paid Volunteer Reward Program
EXTRAS
- Fitness Centers (Certain locations)
- Locker-Rooms
- Wellness Program Reimbursement Incentive
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