Western & Southern Financial Group
Regional Vice President
- Compensation
- Not disclosed
- Location
- HOBOKEN, NJ, US
- Work setup
- Not specified
- Seniority
- C level
- Employment
- Not specified
- Experience
- Not specified
- Category
- Not specified
- Posted
Must have
- Bachelor's Degree In business or related field or commensurate industry experience. - Required
- Demonstrated wholesaling experience (internal or external) or related sales support experience in the large agency and independent producer space. - Required
- CFP, CLU and ChFC or commensurate industry experience. - Required
- Proven advanced knowledge of fixed and fixed indexed life insurance and annuity products. - Required
- Proven knowledge of advanced sales and marketing concepts. - Preferred
- Demonstrated ability to team effectively with multiple home office areas including underwriting, new business and related teams for region-level sales and service outcomes. - Required
- Cite examples of effective negotiating and problem-solving skills. - Required
- Demonstrated strong verbal and written communication skills, including presentation skills. - Required
- Cite examples of achieving results while working under pressure with high-volume workloads and deadlines. - Required
- Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required
- Cite examples demonstrating effectiveness in grasping new concepts and procedures. - Required
- Must be able to cite examples of self-motivation and experience working under limited supervision. - Required
- Working knowledge of Microsoft Office applications. - Required
- Working knowledge of producer portal, mobile capabilities and product illustration software. - Required
- Dedicated use of CRM platform for region management, sales and marketing, reporting and related functions. - Required
- DL NUMBER - Driver License, Valid and in State Valid driver's license and satisfactory driving record. Upon Hire - Required
- Maintain appropriate vehicle insurance. Upon Hire - Required
Full description
Overview
Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. . Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Responsibilities
What you will do:
- Recruits new BGAs, PGAs, and Agencies in assigned territory in conjunction with the duties of the Recruiting Coordinator developing an effective team approach to region recruiting.
- Provides orientation, product training and direct sales support to new and existing BGAs, PGAs and producers in assigned territory or as directed when needed.
- Works closely with the Internal Wholesaler to solicit and promote the sale of all CLIC products with new and existing agencies and producers.
- Develops close coordination and working relationship with Recruiting Coordinator and Internal Wholesaler in executing field activities.
- Makes proactive outbound support calls to BGAs, PGAs, Producers and sub-producers. Includes follow-up on sales calls, identifying new sales opportunities and promoting new and existing products.
- Makes reactive outbound support calls to region producers. Includes following up on sales calls and answering in-depth and moderately complex questions on products.
- Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes all CLIC products, embedded sales-driven features, product introductions and enhancements/updates. Operational procedures knowledge includes new business submissions, underwriting and issue procedures, commissions and product availability.
- Offers input to CLIC on ways to improve product sales and service. Maintains a high level of awareness of competitors and shares timely information with Internal Wholesaler, Recruiting Coordinator and home office staff on competitors' products and industry trends.
- Participates in the interview process for hiring Recruiting Coordinator, Internal and/or External Wholesalers when requested.
- Manages expenses prudently within assigned expense parameters.
- Provides regional recruiting, sales, activity and expense reports to management.
- Keeps up with the trends in our business, networking and being aware of our competitors' strategies and major operational initiatives.