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Full-Time

Regional Vice President

IL

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

Senior, Expert

Remote in USA

Category
Field Sales
Sales & Account Management
Required Skills
Sales
Customer Service
Requirements
  • State Life & Health license required
  • Series 6 & 63 license required
  • 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
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 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.