Regional Vice President – External Wholesaler

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

📋 Description

• Lead the business strategy within the territory to optimize revenue growth opportunities.

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

• Develop and implement annual sales plans, reviewing them on a quarterly basis.

• Acquire and consistently utilize new technology.

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

• Work alongside the Internal Sales Team to achieve sales objectives.

• Identify and manage campaign-generated leads, update customer records, oversee opportunity pipelines, and provide precise territory forecasts in the CRM.

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

• Utilize relationships to facilitate small to large meetings with the assistance of internal resources.

• Understand and convey the value proposition of the Delaware Life Marketing National Sales Consultant.

• Establish and nurture relationships with both prospective and existing clients, as well as Delaware Life Marketing.

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

• Oversee expenses and adhere to company policies regarding advisor and firm sponsorships.

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

⛳️ Requirements

• Minimum of 5 years of wholesaling experience with a demonstrated record of annuity sales success in bank and/or broker-dealer channels.

• A Bachelor’s degree is mandatory.

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

• Strong connections with key bank and independent broker-dealer advisors and firms within the assigned territory.

• Excellent presentation and communication abilities.

• Proven success in annuity sales.

• Established history of building advisor relationships.

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

• Strong organizational skills and effective time management.

• Proficient in Microsoft Office.

• Familiarity with Salesforce or other CRM systems.

• A valid Driver’s license is required.

• Willingness to travel up to 50% is essential.

• Must reside within the designated North Texas territory.

🏝️ Benefits

• Health insurance.

• Dental insurance.

• Vision insurance.

• Basic and Supplemental Life Insurance.

• Short- and Long-Term Disability.

• Employee Assistance Program.

• Wellness programs.

• 401K plan with matching contributions from the Company.