Regional Vice President - FI
Western & Southern Life

Job Info

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Overview

Summary of Responsibilities:

Initiates, develops and maintains annuity, investment and life insurance product sales offered through Western & Southern Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler to include coachability and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and follow-through on commitments. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to VPs and executive-level associates as appropriate.
Responsibilities

Position Responsibilities:

• Prepares business plans and schedules and conducts outside and inside sales calls to financial professionals to influence them to sell and promote fixed, income and variable annuities, life insurance and mutual funds within an assigned territory.
  
• Conducts one-on-one meetings, seminars, and training sessions to both financial professionals and retail clients; generally uses W&SFGD prepared materials and may collaborate with RTDM/RSM and/or VP, Business Development and/or VP, Wholesaler Development for materials and approach.
  
• Partners with RTDM/RSM and/or VP, Business Development and/or VP, Wholesaler Development to assess product knowledge, selling and referral-building capabilities, then determining needs in order to provide appropriate training.
  
• Coaches individual sales personnel on selling techniques.
  
• Conducts product and non-product specific educational seminars to bank and non-bank customers.
  
• Monitors training sessions conducted by bank sales management.
  
• Reviews periodicals on the market, fund performance, economy and product position strategy and manager philosophy to engage in topical conversations in the financial institutions environment.
  
• Manages territory to maximize sales with the efficient use of agreed upon expenses. Budget estimated sales and client support expenses on an annual basis. Submit expense reports weekly.
  
• Attends/conducts seminars and conferences.
  
• Works to retain existing assets and clients. Works with the Home Office to follow up on significant surrenders.
  

• Performs other duties as assigned by management.
  

Qualifications

Selection Criteria:

• Demonstrated successful experience wholesaling in the financial services industry.
  
• Displays a minimum of five to seven attributes of successful wholesalers, as defined by the Wholesaler Institute, to include coachability, organization, relationship skills, modeling service, communication skills, personable, chameleon-like adaptability, technologically literate, goals-oriented and is a student of the industry; internal wholesalers that have completed Wholesaler Institute preferred.
  
• Proven, quantitative success meeting or exceeding territory production requirements.
  

• Possesses and displays excellent verbal and written communication skills with ability to convey information in a clear, focused and concise manner while following proper rules of punctuation, dictation and style. Ability to prepare correspondence, reports, and forms using a prescribed format.
  

• Possesses superb presentation skills. Must be able to provide examples of effectively presenting information to individuals at all levels.
  
• Proven track record of building excellent relationships with customers. Must be able to provide examples of successfully negotiating with external and internal customers.
  
• Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency.
  
• Proven ability to grasp new products, concepts and procedures.
  
• Demonstrated experience working independently. Experience must include anticipating, identifying and resolving problems where independent decision-making and initiative are clearly evident.
  
• Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands.
  

• Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis.
  

Work Setting:

• This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands, and fingers for continuous computer work.
  

Educational Requirements:

• Bachelor's degree or commensurate selection criteria experience.
  

Computer skills and knowledge of hardware & software required:

• Working knowledge of word processing, spreadsheet, Internet browsing, presentation and contact management software.
  

Certifications & licenses (i.e. Series 6 & 63, CPA, etc.):

• FINRA Series 6 or 7 license.
  
• FINRA Series 63 license.
  

• Appropriate state insurance licenses.
  

Position Demands:

• Extended hours required during peak workloads or special projects.
  
• Extensive travel required.
  

This job has expired.