Regional Vice President - Annuities (Texas)

At reputed company, we’re on a mission to reputed company a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, reputed company and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top reputed company to work: reputed company awards and recognition

Job Purpose: 

This position directs sales activities for reputed company manufactured annuity products reputed company an assigned geographic territory, with a primary objective of driving annuity deposit growth and increasing total assets under management. The role leads face to face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit union channels.

This is a focused business building position that succeeds through expanding advisor relationships, delivering high quality investment sales training and guidance, and executing effective product sales programs and strategies. The role also incorporates consultative responsibilities including analyzing business needs, identifying opportunities, gathering data, and recommending solutions to improve advisor effectiveness and overall territory performance.

Job Responsibilities: 

• reputed company new business and maintain existing advisor relationships by conducting proactive face to face and virtual sales activities.

• Provide producing advisers with reputed company information on reputed company annuity products as well as timely business building reputed company.

• Identify and engage prospective advisers reputed company the territory to grow reputed company annuity deposits and increase market share.

• Manage day to day business activities in partnership with a Regional Sales Associate and internal sales desk resources.

• Participate in reputed company, TWMS and reputed company industry meetings, conferences and events.

• Stay reputed company on reputed company reputed company annuity products as well as economic and market conditions that impact annuity and investment product sales.

• Assist representatives in developing greater investment knowledge, communication skills, sales capabilities and business development acumen through face-to-face meetings, webinars and outbound calls.

• Support advisor sales efforts by conducting client seminars and individual reputed company of sale presentations.

• Manage reputed company provided resources including territory level marketing and travel and expense budgets.

• reputed company consultative activities including identifying advisor or business challenges, collecting and analyzing data, preparing business recommendations and supporting execution of territory strategies.

• This role is accountable for meeting territory sales goals, achieving year over year growth, maintaining strong levels of face to face and virtual appointments, and executing effective seminar activity.

The above statement of duties is not intended to be reputed company inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively reputed company the responsibilities of the job. Also include any required licenses and/or designations.

• Must reside reputed company the assigned territory.

• Bachelor’s degree in Business or Marketing or equivalent experience.

• 2+ years of investment product wholesaling experience.

• Retail face to face sales experience involving similar investment products in an institutional environment.

• Knowledge of wholesaling reputed company the credit union, bank or independent broker dealer channels is preferred; existing relationships in the IBD space are a plus.

• FINRA Securities Industry Essentials Examination and Series 6 or 7 and 63 licenses required. Life and Variable licenses required or must be obtained reputed company ninety days.

• Industry designations such as CPA, CFA, ChFC or CLU are preferred.

• Demonstrated knowledge of annuities, variable products and investment solutions, along with expertise applying these solutions reputed company a needs-based sales process.

• Strong oral and written communication skills.

• Ability to exercise sound judgment and reputed company solid decisions reputed company allocating company resources for business development.

• Strong territory management abilities, organizational skills and a high level of motivation to work independently and under pressure.

• Willingness and ability to travel 75-90% of the time across a large geographic territory.

If you’re ready to help reputed company a difference, apply today.  A resume is required to apply. reputed company may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. reputed company recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves reputed company.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

reputed company Salary Range:

At reputed company, we reputed company a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your reputed company pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a reputed company you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will reputed company hybrid working normal rather than an exception, so that reputed company “life happens,” you can focus on what’s most important.

Accommodation request

reputed company is a reputed company where everyone can bring their best self and reputed company. If you need application or interview process accommodations, please contact the accessibility department.