Full-Time
Regional Vice President
Philly
Confirmed live in the last 24 hours
Protective Life
1,001-5,000 employees
Provides financial planning and life insurance services
Compensation Overview
$60k - $500kAnnually
Senior, Expert
Remote in USA
This is a virtual/work from home position.
- BS/BA Degree.
- 5+ years of experience in annuity wholesale distribution
- State Life and Health License and FINRA Series 6 and 63.
- 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.
- Support and advocate for corporate objectives; act as a steward of company resources; and a leader within the Annuity Distribution group.
- Execute senior wholesaling functions in assigned geographic territories – Cultivate a successful business to attain activity and sales goals with top producers in all distribution channels.
- Adhere to required activity requirements aligning within territory management strategy.
- Execute on specific activity expectations to maximize opportunities to grow advisor relationships and sales.
Protective Life provides financial planning and life insurance services aimed at individuals and businesses. The company offers a variety of products, including life insurance policies and retirement planning guides, to help clients secure their financial future. Their services are designed to assist financial advisors, insurance agents, and individual clients in protecting assets and planning for retirement. Protective Life operates through both business-to-business (B2B) and business-to-consumer (B2C) models, partnering with financial professionals while also reaching out directly to clients via their online platform. What sets Protective Life apart from competitors is their focus on excellent customer service and the provision of educational resources, which empower clients and advisors to make informed financial decisions. The company's goal is to help clients achieve financial security through comprehensive solutions and support.
Company Stage
M&A
Total Funding
N/A
Headquarters
Birmingham, Alabama
Founded
1842
Simplify's Take
What believers are saying
- Recent acquisitions, such as ShelterPoint, expand Protective Life's service offerings and market reach, potentially leading to significant growth.
- The launch of new products like the advisory variable universal life product on FireLight demonstrates the company's commitment to innovation and adapting to market needs.
- The appointment of experienced leaders to the board and executive team, such as Dom Lebel as Chief Risk Officer, strengthens the company's strategic direction and risk management capabilities.
What critics are saying
- The integration of newly acquired companies like ShelterPoint may present operational challenges and cultural integration issues.
- The competitive landscape in the financial services and insurance sectors is intense, requiring continuous innovation and differentiation to maintain market position.
What makes Protective Life unique
- Protective Life's dual B2B and B2C model allows it to effectively reach both financial advisors and individual clients, unlike competitors who may focus on only one segment.
- The company's strong emphasis on customer service and educational resources sets it apart in the financial services market, providing clients with the tools and knowledge to make informed decisions.
- Protective Life's integration with platforms like FireLight for digital sales and submission processes enhances its operational efficiency and ease of use for distributors.