- Salary
- $61k+/yr
- Location
- Work From Home
- Workplace
- Remote
- Type
- Full-time
- Department
- Sales / Protection & Retirement
- Seniority
- VP
- Experience
- 5+ years
- Source
- Lever
Description
We are seeking an experienced annuity external wholesaler (regional vice president) focusing on banks, wirehouse and the independent broker dealer channel. Territory includes OR, WA, ID, MT and AK. Ideal candidate would be situated in the Seattle or Portland metro areas and brings with them experience in firms such as LPL, Osaic, Cambridge, RBC, US Bank, Stifel, and Cetera. We offer a competitive compensation package which includes a base salary, strong benefit package and an uncapped commission plan.
Your responsibilities include:
1. Develop and maintain a high level of annuity production through the execution of a detailed business plan including training, motivating, and developing successful working relationships with specified Financial Institutions.
2. Support and advocate for corporate objectives; act as a steward of company resources; and a leader within the Annuity Distribution group.
3. Execute wholesaling functions in assigned geographic territories – Cultivate a successful business to attain activity and sales goals with top producers in the independent distribution channels.
4. Coordinate and execute a regional business plan with Internal Wholesalers – Act as key driver to your sales team supporting an assigned geographic territory. Adhere to required activity requirements aligning within territory management strategy.
5. Execute on specific activity expectations to maximize opportunities to grow advisor relationships and sales.
Qualifications include:
BS/BA Degree
5+ years of experience required in annuity wholesale distribution.
Previous external sales management is preferred.
Proven track record of developing sales results in assigned territory. Experience in all channels of annuity distribution is optimal.
State Life and Health License and FINRA Series 6 and 63.
