Regional Vice President, Financial Institutions

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Drive revenue by managing territories, recruiting talent, and fostering relationships.

• Oversee the territory while maintaining connections with top producers.

• Attract new producers and enhance revenue beyond the established territory baseline.

• Strategically and tactically manage the assigned territory.

• Cultivate and sustain relationships with institutional advisors.

• Educate and inspire advisors to promote complex products.

• Control the product mix through high-quality carriers.

• Build relationships with financial institution management teams and referral sources.

• Participate in team meetings and calls for training and educational purposes.

• Integrate into the local bank culture as a reliable resource and partner.

• Record activities using CRM software.

• Adhere to a solutions-based approach.

• Continuously seek new prospects and advance the sales process.

• Ensure that advisors utilize carrier-approved and Ash-approved materials.

• Uphold professional etiquette and safeguard the Ash brand and reputation.

⛳️ Requirements

• Bachelor’s degree in business, finance, sales, or a related field.

• A minimum of 4 years of relevant experience and/or training.

• FINRA Series 6 certification is mandatory.

• Resident life insurance license is required.

• Familiarity with life insurance products and their applications.

• Preference for candidates with CLU, CFP, and/or RICP professional designations.

• Capability to develop relationships with all stakeholders in the process.

• Competence in presenting in both one-on-one and group settings.

• Outstanding oral and written communication abilities.

• Proficient in Microsoft Suite, social media/networking platforms, and mobile device usage.

• Proven track record of growing and managing an assigned territory.

• Must be willing to travel overnight up to 75% of the time.

🏝️ Benefits

• Competitive compensation package.

• Comprehensive benefits for employees and their families.

• Professional development opportunities and career advancement.

• Reasonable accommodations for qualified individuals with disabilities.