Regional Vice President, MN, ND, SD, Northern WI

This is a fully remote position, open to applicants in North Dakota, +3 more states.

📋 Description

• Drive sales across the product range by collaborating with advisors in bank and broker-dealer firms.

• Partner closely with sales leadership to utilize business plans, enhance sales, and surpass territory sales objectives.

• Educate advisors about Eagle Life products and assist them in their business endeavors.

• Boost the visibility of the Eagle Life brand.

• Build and nurture business relationships, partnerships, and alliances both internally and externally, as well as in virtual environments.

• Utilize networks to meet organizational targets, disseminate information, provide counsel, and maintain a competitive edge.

• Leverage advisor and firm insights to formulate optimal strategies.

• Employ advisor and firm intelligence to adapt, cross-sell, and create new opportunities.

• Identify and capitalize on opportunities using Eagle strategies to support advisors and firms in their growth.

• Maintain a comprehensive understanding of Eagle products, strategies, systems, processes, and technologies.

• Manage time and productivity effectively while creating operational efficiencies.

• Lead the territory and manage resources proficiently.

• Generate demand, implement long-term sales strategies, and provide accurate forecasts.

• Prioritize opportunities and sales resources based on data and strategic account methodologies.

• Consistently prospect and sustain sales momentum through an outcome-driven sales process.

• Expand the producer network by engaging both new and previously lost producers.

• Advance opportunities through the sales process in alignment with advisor commitments.

• Boost sales through in-person and virtual meetings, client seminars, training sessions, point-of-sale interactions, and ongoing education.

• Perform other related tasks as assigned.

⛳️ Requirements

• Bachelor’s degree (B.A.) from a recognized four-year college or university; or six (6) years of relevant experience in sales and/or wholesaling; or a combination of education and experience.

• A minimum of two years of external annuity wholesaling experience is preferred.

• Life & Health, FINRA 6 and/or 7 along with 63 licenses are preferred.

• Additional professional designations are encouraged.

• Strong customer service orientation is essential.

• Excellent verbal and written communication skills are required.

• Strong abilities in building and maintaining relationships.

• Proficient mathematical skills and a keen attention to detail.

• Ability to collaborate effectively with employees, customers, and external parties.

• Strong organizational and planning capabilities.

• Proficiency in Microsoft Office Suite is necessary.

• Ability to write reports, business correspondence, and procedural documentation.

• Capability to effectively present information and address inquiries.

• Skill in defining problems, gathering data, establishing facts, and drawing valid conclusions.

• Ability to resolve practical issues with limited standardization.

• Capability to manage pressure and meet deadlines in a fast-paced environment.

• Willingness to travel up to 75% of the time.

🏝️ Benefits

• Excellent benefits package.

• Opportunities for community and employee engagement.

• Support for educational advancement in the insurance sector.

• Prioritization of work-life balance.

• Inclusive company culture.