Full-Time
VP – Regional Vice President
Indiana Region
Posted on 4/12/2024
Provides life insurance and annuity products
Compensation Overview
$55,000 - $105,000Annually
Senior, Expert
Cambridge, MA, USA + 6 more
- Proven track record of consistently meeting and/or exceeding performance expectations.
- Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
- Responsible, conscientious, and self-motivated.
- Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.
- Be flexible with ability to accept, create and manage change.
- Display willingness to quickly learn product lines, procedures, and workflows.
- Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.
- 5-7+ years of financial services sales experience preferred.
- Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
- Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
- Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
- Work closely with internal wholesalers to continue to develop already established territories.
- Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
- Demonstrate effective use of client & territory management tools including salesforce.com.
- Leverage and maximize centers of influence in the territory.
Global Atlantic Financial Group specializes in providing life insurance and annuity products that aid individuals and institutions in accomplishing their financial objectives. By focusing on investment and risk management expertise, the company helps clients secure stable retirement planning, manage long-term care expenses, and craft legacies. This commitment to tailored financial solutions supports a visionary workplace environment, making it an attractive employer for professionals aiming to impact financial security and innovation in the insurance industry.
Company Stage
Private
Total Funding
$1B
Headquarters
New York, New York
Founded
2004