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Full-Time

Rvp – Northern CA

Confirmed live in the last 24 hours

Protective Life

Protective Life

1,001-5,000 employees

Provides financial planning and life insurance services

Fintech
Financial Services

Compensation Overview

$65k - $500kAnnually

Senior

Remote in USA

Category
Field Sales
Sales & Account Management
Requirements
  • 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
  • FINRA Series 6 and 63.
Responsibilities
  • 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.
  • Coordinate and execute a regional business plan with Internal Wholesalers – Act as key driver to a three person sales team supporting an assigned geographic territory. 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

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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.

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