Regional Vice President – Banks, Wires, Agency

This is a fully remote position, open to applicants in Iowa, +2 more states.

📋 Description

• Establish and nurture new and existing partnerships with banks, wires, and agency advisors.

• Formulate and execute business strategies to optimize sales within the designated territory.

• Provide product and sales training through both individual and group sessions.

• Strategically organize resource allocation to boost sales outcomes.

• Employ CRM systems and Jackson databases to oversee sales activities.

• Engage in continuous development and management of relationships.

⛳️ Requirements

• A Bachelor's Degree is mandatory.

• A minimum of 3 years of sales experience in investments, mutual funds, insurance, or annuities is required.

• Over 5 years of sales experience in investments, mutual funds, insurance, or annuities is preferred.

• Previous experience in annuity or investment external wholesaling is preferred.

• Securities Industry Essentials (SIE) certification is required.

• FINRA Series 6 or 7, FINRA Series 63, and a State Insurance License are required.

🏝️ Benefits

• Health benefits are provided.

• A 401(k) plan with generous matching contributions is available.

• Compensated personal time off is offered.

• Holidays are included.

• A bonus program is in place.