RVP, External Wholesaler

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

📋 Description

• Implement the business strategy for the territory to optimize revenue growth opportunities.

• Actively support and embrace the company’s technology-driven approach by consistently recording prospect and client meetings, pipeline opportunities, tasks, demonstrations, and illustrations in the CRM on a weekly basis.

• Develop and put into action annual sales plans, reviewing these plans on a quarterly basis.

• Must be open to learning new technologies and applying them routinely in this role.

• Collaborate with the Delaware Life Marketing National Sales Consulting team for large advisor meetings and to facilitate complex sales assistance.

• Work closely with the Internal Sales Team to drive sales outcomes.

• Utilize our CRM solution efficiently to prospect, manage leads generated from campaigns, update customer records, oversee a pipeline of opportunities, and deliver precise forecasts for the assigned territory.

• Conduct comprehensive sales presentations, including product demonstrations that showcase key benefits through individual and group sessions, seminars, workshops, and branch meetings.

• Leverage existing relationships to facilitate small to large meetings utilizing internal resources.

• Establish and nurture strong relationships with prospective and current clients within the client organization and Delaware Life Marketing.

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

• Manage expenses promptly and comply with company policies regarding advisor and firm sponsorships.

⛳️ Requirements

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

• A Bachelor's degree is required; advanced degrees are a plus.

• FINRA Series 6 or 7, 63, and Life Insurance licenses are mandatory.

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

• Outstanding presentation and communication skills.

• Proven success in annuity sales.

• Demonstrated ability in building advisor relationships.

• Experience in lead development, follow-up, qualification, and targeted account selling through various communication methods, including in-person, phone, and virtual platforms.

• Strong organizational skills alongside effective time management capabilities.

• Proficient in Microsoft Office.

• Familiarity with CRM tools, such as SalesForce or similar platforms.

• A valid Driver’s license is required.

• Willingness to travel 50% of the time.

🏝️ Benefits

• Employees and their families can participate in the Company’s extensive health, dental, and vision insurance plan options.

• Eligibility for Basic and Supplemental Life Insurance, as well as Short and Long-Term Disability coverage.

• All employees, regardless of hours worked, have immediate access to the Company’s Employee Assistance Program and wellness initiatives—no enrollment is necessary.

• Employees have the opportunity to participate in the Company’s 401K plan, which includes matching contributions from the Company.