VP, Regional Vice President - Southeast/Southwest Florida

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

📋 Description

• Cultivate and sustain profitable, productive relationships with financial advisors within a designated territory to effectively enhance sales and market presence.

• Oversee client relationships primarily through in-person meetings across the territory, supplemented by telephone and email interactions. Utilize strategic scheduling and calendar management to optimize client engagement and ensure activities align with territory priorities.

• Formulate and execute business plans for the territory with activity-focused objectives to direct daily priorities and monitor progress toward goals.

• Collaborate closely with internal wholesalers to further develop existing territories.

• Clearly articulate the features, benefits, and advantages of Global Atlantic products to financial advisors.

• Exhibit proficient use of client and territory management tools, including Salesforce.

• Leverage and optimize centers of influence within the territory.

⛳️ Requirements

• 5-7+ years of experience in financial services sales is preferred.

• Demonstrated history of consistently meeting and/or surpassing performance expectations.

• Drive performance metrics to successful completion.

• Expertise in financial services sales, wholesaling, retirement plans, and relationship management.

• Responsible, diligent, and self-driven.

• Develop a strategic business approach within the territory, including executing business plans around key firms and identifying potential business opportunities.

• Capability to create and present effective presentations, seminars, workshops, and branch meetings to both current and prospective brokers.

• Adaptability with the capacity to accept, initiate, and manage change.

• Willingness to quickly learn product lines, procedures, and workflows.

• Must successfully obtain and maintain all relevant State Licenses, including Life, Health, and Variable Lines of Authority. Additionally, the following licenses must be acquired: Series 7, Series 63, and all necessary non-resident state licensing for all states within the territory.

🏝️ Benefits

• Health insurance

• Professional development opportunities

• Flexible work arrangements