Full-Time

Regional Vice President

Texas

Posted on 6/28/2024

Protective Life

Protective Life

1,001-5,000 employees

Provides financial planning and life insurance services

Fintech
Financial Services

Senior, Expert

Remote in USA

This position is a virtual position subject to our virtual workplace standards.

Category
Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Customer Service
Requirements
  • Ability to work in a strong team environment
  • Well-developed organizational skills and the ability to successfully manage multiple issues.
  • Attention to detail and quality of service in all aspects of relationship management
  • Excellent customer service skills. Ability to quickly identify and respond to internal and external customer needs
  • Promptly resolves internal and external customer problems with an ability to overcome obstacles in general
  • A strong sense of urgency and a desire to succeed
  • State Life & Health license required
  • Series 6 & 63 license required
Responsibilities
  • Point of sale activities with Edward Jones Financial Advisors and their clients
  • Participation in and lead public seminars
  • Provide client solutions and sales support to Edward Jones branch offices
  • Responsible for territorial routing, scheduling priorities, production projections, production goals, and managing expense budget.
  • Develop and maintain a positive working relationship with the FA’s, Regional Leadership, and Branch office Administrators.
  • Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis
  • Strong desire to be successful

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 decisions. The company's goal is to help clients achieve financial security through comprehensive solutions and support.

Company Stage

IPO

Total Funding

N/A

Headquarters

Birmingham, Alabama

Founded

1842

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital financial planning tools boosts Protective's online solutions.
  • Growing interest in fee-based advisory services aligns with Protective's new VUL product.
  • Acquisition of ShelterPoint Group Inc. expands market reach in New York region.

What critics are saying

  • Competition from digital-first insurance startups may erode Protective's market share.
  • Regulatory scrutiny on data privacy could increase compliance costs for Protective.
  • Popularity of direct-to-consumer models may disrupt Protective's traditional distribution channels.

What makes Protective Life unique

  • Protective.com emphasizes excellent customer service and educational resources for informed decision-making.
  • The company offers support and training for financial advisors and insurance agents.
  • Protective.com operates on both B2B and B2C models, reaching diverse client bases.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Paid Vacation

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Employee Assistance Program

INACTIVE