G

Group 1001

Insurance holding company delivering consumer-centric protection

Regional Vice President - External Wholesaler

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRemote in USA$125k - $300k /yr

About the Job

Requirements

  • At least 5 years of wholesaling experience with proven annuity sales results in bank and/or broker-dealer channels.
  • A bachelor's degree is required.
  • FINRA Series 6 or 7, Series 63, and Life Insurance licenses are required.
  • Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory.
  • Exceptional presentation and communication skills.
  • Demonstrated success in annuity sales.
  • A proven track record of advisor relationship building.
  • Experience in lead development, lead follow-up, qualification, and targeted account selling in person, by phone, and with virtual technology.
  • Strong organizational skills and effective time management.
  • Proficiency with Microsoft Office.
  • Proficiency with Salesforce or another customer relationship management system.
  • A valid driver's license.
  • Willingness to travel 50% of the time.
  • Willingness to reside in the assigned Illinois territory.

Responsibilities

  • Drive the territory business strategy to maximize revenue growth opportunities.
  • Support and adopt the company's technology-focused approach by recording prospect and client meetings, pipeline opportunities, tasks, demonstrations, and illustrations in the customer relationship management system each week.
  • Build and execute annual sales plans and review them quarterly.
  • Learn and routinely use new technology in the role.
  • Work with the Delaware Life Marketing National Sales Consulting team on large advisor meetings and complex sales assistance.
  • Collaborate with the Internal Sales Team to help drive sales results.
  • Use the customer relationship management system to prospect, administer campaign-generated leads, update customer records, manage an opportunity pipeline, and deliver accurate forecasting for the assigned territory.
  • Conduct in-depth sales presentations and product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops, and branch meetings.
  • Leverage relationships to conduct small and large meetings using internal resources.
  • Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate its value to advisors and their clients.
  • Build relationships and maintain strong rapport with prospective and existing clients within the client organization and Delaware Life Marketing.
  • Conduct lead development, lead follow-up, qualification, and targeted account selling in person, by phone, and with virtual technology.
  • Manage expenses in a timely manner and comply with company policies for advisor and firm sponsorships.
  • Develop sales and business relationships within the established Illinois territory.
  • Achieve defined sales goals.

Desired Qualifications

  • Advanced degrees are a plus.

About the Company

Group 1001

Insurance holding company delivering consumer-centric protection

Group 1001 is an insurance holding company in the United States that manages a family of consumer-focused financial services companies. It provides accumulation and protection solutions powered by technology to help customers save, protect assets, and access insurance products more easily. The company works by combining industry expertise with a digital, customer-centric approach to deliver products and services that are easy to understand and use, often through a tech-driven platform. It differentiates itself from competitors with its nimble, tech-enabled operations, a focus on consumer convenience, and a commitment to community programs that support sports and education. The main goal is to set a new standard in the insurance industry by making insurance more useful and intuitive for everyone, while creating long-term value for customers, employees, and communities.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$108M
Headquarters
Indianapolis, IN
Founded
2013

Recently Posted Jobs

Explore more opportunities at Group 1001

See more jobs