60 минут назад
Regional Vice President, Oklahoma/Arkansas (Financial Services Sales)
40 000 - 60 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Vice President, Oklahoma/Arkansas (Financial Services Sales): Developing and maintaining adviser relationships and distributing Transamerica insurance, retirement, investment, and financial services products across a defined territory with an accent on in-person sales, adviser support, and market growth. Focus on building new business, managing territory sales with an Internal Wholesaler, conducting client travel, and maintaining FINRA and company compliance.
Location: Work From Home, USA; remote field/travel environment with extensive travel exceeding 50% within the defined territory.
Salary: $40,000–$60,000 annually, with potential annual bonus and commissions.
Company
is a financial services company providing insurance, retirement, investment, employee benefits, and related financial solutions through a broad agent network.
What you will do
- Develop new business and maintain existing adviser relationships through in-person sales meetings.
- Provide advisers with current information about products and business-building ideas.
- Contact prospective advisers to expand sales and market share within the territory.
- Manage territory business in partnership with an Internal Wholesaler and allocate company resources.
- Attend national, regional, training, and sales meetings as required.
- Maintain current product knowledge and comply with company rules, policies, and procedures.
Requirements
- Bachelor’s degree in a business field or equivalent experience.
- At least five years of sales experience in the financial services industry.
- FINRA Series 6 or 7 and Series 63 licenses.
- Outstanding communication and presentation skills.
- Strong time management, organizational, teamwork, and technology skills.
- Ability to travel within the defined territory, with extensive travel exceeding 50%.
Nice to have
- Master’s degree.
- Experience with external wholesaling of financial services products.
Culture & Benefits
- Competitive pay, annual bonus eligibility, and potential commissions.
- Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
- Medical, dental, vision, disability, and employee assistance benefits.
- Paid time off starting at 160 hours annually, plus ten paid holidays.
- Parental leave, adoption assistance, backup care, and volunteer PTO.
- Career training, employee resource groups, inclusion programs, and employee recognition initiatives.
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