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Regional Vice President - Annuity Division - Pacific NW

📅 Jul 27
Annuity ProductionSales ManagementFinancial InstitutionsTerritory Management

📜 Description

  • Develop and maintain a high level of annuity production through a detailed business plan.
  • Train, motivate, and develop successful working relationships with specified financial institutions.
  • Support corporate objectives and act as a steward of company resources.
  • Execute wholesaling functions in assigned territories to meet sales goals.
  • Coordinate a regional business plan with Internal Wholesalers.

🛠️ Requirements

  • BS/BA Degree.
  • 5+ years of experience in annuity wholesale distribution.
  • Previous external sales management experience preferred.
  • Proven track record of developing sales results in assigned territory.
  • State Life and Health License and FINRA Series 6 and 63.

✨ Benefits

  • Dental
  • Vision insurance
  • Mental health benefits and employee assistance program.
  • Paid time off
  • Paid parental leave
  • Contributions to healthcare accounts.
  • Pension plan and 401(k) plan with company matching.
  • ProHealth Rewards platform for wellbeing with cash rewards.
Full job description
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

We are seeking an experienced annuity external wholesaler (regional vice president) focusing on banks, wirehouse and the independent broker dealer channel. Territory includes OR, WA, ID, MT and AK. Ideal candidate would be situated in the Seattle or Portland metro areas and brings with them experience in firms such as LPL, Osaic, Cambridge, RBC, US Bank, Stifel, and Cetera. We offer a competitive compensation package which includes a base salary, strong benefit package and an uncapped commission plan.

Your responsibilities include:

1. 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.

2. Support and advocate for corporate objectives; act as a steward of company resources; and a leader within the Annuity Distribution group.

3. Execute wholesaling functions in assigned geographic territories – Cultivate a successful business to attain activity and sales goals with top producers in the independent distribution channels.

4. Coordinate and execute a regional business plan with Internal Wholesalers – Act as key driver to your sales team supporting an assigned geographic territory. Adhere to required activity requirements aligning within territory management strategy.

5. Execute on specific activity expectations to maximize opportunities to grow advisor relationships and sales.

Qualifications include:

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 and FINRA Series 6 and 63.

#LI-SB1

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. #LI-SB1 #IND123 Employee Benefits:   We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.    Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans. Accommodations for Applicants with a Disability: If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
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