
Executive Benefits Regional Vice President – Western US
Posted 5 days ago

Posted 5 days ago
This is a fully remote position, open to applicants in California.
• Drive premium growth and enhance market presence for John Hancock’s Executive Benefits solutions throughout the Western US territory.
• Develop and implement a structured business plan concentrating on new distribution relationships, established partnerships, and intricate sales opportunities.
• Meet or surpass premium, pipeline, and territory performance goals.
• Manage and progress the sales pipeline while balancing immediate production with long-term opportunity development.
• Establish, expand, and strengthen relationships with Executive Benefits advisors, firms, and distribution partners.
• Identify, source, and nurture new distribution channels and production opportunities.
• Position COLI, deferred compensation, and Vitality-enabled CSIO offerings.
• Collaborate with advisors on sophisticated solutions for executive retention, wealth accumulation, and supplemental retirement strategies.
• Deliver in-market presentations and provide thought leadership.
• Utilize competitive intelligence and market insights to enhance sales positioning and increase win rates.
• Work in partnership with Advanced Markets, National Accounts, Product, and Underwriting teams.
• Create feedback loops for product development, pricing, and management improvements of in-force policies.
• Ensure compliance of sales activities with regulatory requirements and internal policies.
• Sustain and grow existing distribution-partner business through engagement, service, and value delivery.
• Act as an Executive Benefits subject matter expert and trusted partner representing John Hancock.
• Lead consultative sales discussions and assist in the development and closing of complex cases.
• Manage sales activity, pipeline, and performance metrics using CRM tools like Salesforce.
• Share market intelligence, client insights, and best practices across regions.
• Travel within the assigned territory for advisor engagement and business development.
• Manage territory expenses in accordance with budget expectations.
• Bachelor’s degree or equivalent experience.
• A minimum of 5+ years in life insurance wholesaling, advanced sales, or Executive Benefits experience, or demonstrated experience in supporting or selling Executive Benefits solutions.
• A proven history of building relationships, advancing complex cases, and achieving sales goals.
• Strong knowledge of accumulation-focused life insurance products such as IUL and VUL and advanced case design (preferred).
• FINRA Series 6 & 63 or Series 7, along with the appropriate state life and health licenses, or the ability to obtain these within required timeframes.
• Experience with carriers, BGAs, or Executive Benefits consulting firms is advantageous.
• A customer-focused approach to delivering customized solutions.
• Business development and sales expertise.
• Skills in consultative selling and strategic thinking.
• Proficiency in relationship management with advisors, firms, and internal stakeholders.
• Capability to utilize CRM tools like Salesforce.
• Willingness to travel within the assigned Western US territory.
• Ability to manage territory expenses in line with budget expectations.
• Sales-based incentives.
• Opportunities for performance bonuses.
• Flexible work environment.
• Health insurance.
• Dental insurance.
• Mental health benefits.
• Vision insurance.
• Short- and long-term disability insurance.
• Life and AD&D insurance coverage.
• Adoption/surrogacy benefits.
• Wellness benefits.
• Employee/family assistance plans.
• Retirement savings plans.
• Pension/401(k) savings plans.
• Global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Up to 11 paid holidays.
• 3 personal days.
• 150 hours of vacation.
• 40 hours of sick time (or more as required by law).
• Statutory leaves of absence.
• Support for learning and career growth.
• Reasonable accommodation during the application process.
United Franchise Group
United Franchise Group
United Franchise Group
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