Regional Vice President, External Wholesaler

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Propel sales growth for Delaware Life annuity products and services.

• Implement strategic sales initiatives and partner with the Delaware Life National Sales Consulting team to formulate and execute field plans and activities.

• Efficiently manage the territory to achieve profitable product sales.

• Utilize data and technology to pinpoint targeted growth opportunities.

• Create annual plans and assess them on a quarterly basis.

• Report to the Division Sales Manager of Delaware Life Marketing and meet established sales targets.

• Direct the territory business strategy to optimize revenue growth prospects.

• Log prospect/client meetings, pipeline opportunities, tasks, demonstrations, and illustrations in the CRM on a weekly basis.

• Collaborate with the Delaware Life Marketing National Sales Consulting team for significant advisor meetings and complex sales support.

• Work in conjunction with the Internal Sales Team to enhance sales outcomes.

• Identify potential leads, manage campaign-generated leads, update customer records, oversee the opportunity pipeline, and provide accurate forecasts.

• Conduct sales presentations, product demonstrations, seminars, workshops, and branch meetings.

• Leverage existing relationships to facilitate meetings using internal resources.

• Showcase the Delaware Life Marketing National Sales Consultant value proposition to advisors and their clients.

• Establish and nurture relationships with both prospective and existing clients.

• Engage in lead development, follow-up, qualification, and targeted account selling through in-person meetings, phone calls, and virtual technology.

• Manage expenses while adhering to company policies regarding advisor and firm sponsorships.

⛳️ Requirements

• A minimum of 5 years of wholesaling experience with demonstrated annuity sales success in the bank and/or broker-dealer channels.

• Bachelor's degree is mandatory.

• Required licenses include FINRA Series 6 or 7, 63, and Life Insurance.

• Established relationships with key bank and independent broker-dealer advisors and firms within the designated territory.

• Outstanding presentation and communication abilities.

• Proven success in annuity sales.

• A solid track record in building advisor relationships.

• Experience in lead development, follow-up, qualification, and targeted account selling through in-person, phone, and virtual technology interactions.

• Strong organizational capabilities and effective time management skills.

• Proficiency in Microsoft Office.

• Familiarity with Salesforce or other CRM tools.

• A valid Driver’s license is required.

• Willingness to travel up to 50% of the time.

• Must reside within the assigned territory.

🏝️ Benefits

• Comprehensive health insurance coverage.

• Dental insurance benefits.

• Vision insurance options.

• Basic life insurance provided.

• Supplemental life insurance available.

• Short-term disability insurance.

• Long-term disability insurance.

• Employee Assistance Program.

• Wellness programs offered.

• 401(k) plan with matching contributions.