SVP, Head of Bank & Broker-Dealer Channel Distribution

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

📋 Description

• Craft and implement a nationwide distribution strategy for bank and broker-dealer channels for annuity and life insurance products.

• Set and meet annual targets for sales, revenue, profitability, and market share.

• Recognize distribution opportunities, competitive challenges, industry shifts, and market factors.

• Formulate long-term channel strategies and oversee strategic planning, forecasting, and business evaluations.

• Guide Divisional Vice Presidents, Regional Vice Presidents, wholesalers, and the wider distribution teams.

• Enhance organizational capability through talent development, succession planning, leadership coaching, and performance management.

• Take responsibility for channel sales performance, growth, profitability, advisor engagement, and market expansion.

• Track business performance, pipeline activities, productivity metrics, and territory effectiveness.

• Utilize data, analytics, and market intelligence to improve resource allocation and channel performance.

• Propel sales initiatives, campaigns, product strategies, and advisor engagement programs.

• Collaborate with Product Development and Marketing to ensure alignment of solutions with advisor, platform, and customer requirements.

• Deliver market insights that drive product innovation and competitive positioning.

• Assist in product launches, training, and sales enablement across various channels.

• Work with executive leadership and enterprise functions on growth strategies, operational excellence, and regulatory compliance.

• Provide executive-level reporting, strategic recommendations, and market insights.

• Advocate for technology adoption, digital transformation, and modernization initiatives.

• Represent Prosperity Life at industry conferences, broker-dealer events, leadership forums, and strategic partner meetings.

• Cultivate executive relationships with banks, independent broker-dealers, home offices, OSJs, and influential centers.

• Enhance Prosperity Life's standing as a leading provider of annuity and life insurance products.

• Act as a thought leader on distribution trends, retirement planning, and advisor practice development.

⛳️ Requirements

• Over 15 years of progressive leadership experience in financial services distribution, insurance, annuities, wealth management, or retirement solutions.

• More than 10 years of leadership experience managing sales leaders and large distribution organizations.

• Proven track record of success in leading bank, wirehouse, regional broker-dealer, and independent broker-dealer distribution channels.

• Extensive knowledge of annuity products, life insurance solutions, retirement income planning, wealth accumulation, and advisor distribution models.

• Demonstrated capability to forge strategic partnerships and influence executive-level stakeholders both internally and externally.

• Strong history of achieving remarkable sales growth, enhancing market share, and delivering business outcomes.

• Experience in leading organizational transformation, technology adoption, and large-scale change initiatives.

• Preferred FINRA certifications: Series 6 or 7, 63, and 24.

• Bachelor's degree required; advanced degree preferred.

🏝️ Benefits

• A collaborative, inclusive environment that promotes authenticity, accountability, and partnership.

• An opportunity to join the organization during an exciting phase of growth, empowering colleagues to innovate and shape the future.

• A variable compensation package.

• Comprehensive medical, dental, and vision plans.

• Health Savings Account (HSA).

• 401(k) company matching.

• Paid time off.

• Employer-paid life and disability insurance.

• Flexible remote/hybrid work arrangement.