Regional Vice President - Concourse (Southern CA Territory)
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Описание вакансии
TL;DR
Regional Vice President - Concourse (Southern CA Territory) (Life Insurance Sales): Point of sale wholesaling with Edward Jones Financial Advisors and clients, leading public seminars, and providing sales support to branch offices with an accent on territorial routing, production goals, and relationship management. Focus on business analysis, developing territorial sales plans, and achieving new business objectives on a profitable basis.
Location: Remote (Southern CA Territory, travel within territory at least 50% of the time)
Salary: $125,000 a year
Company
helps protect customers against life’s uncertainties through financial services, including life insurance.
What you will do
- Conduct point of sale wholesaling with Edward Jones Financial Advisors and their clients
- Participate in and lead public seminars
- Provide client solutions and sales support to Edward Jones branch offices
- Manage territorial routing, scheduling, production projections, goals, and expense budget
- Develop and maintain positive relationships with Financial Advisors, Regional Leadership, and Branch office Administrators
- Perform business analysis and develop territorial sales plans to achieve profitable new business objectives
Requirements
- Demonstrated history of successful life insurance sales in point of sale or retail environment
- Strong disciplined work ethic with record of executing sales plans and achieving goals
- Well-developed organizational skills to manage multiple issues
- Attention to detail and quality in relationship management
- Excellent customer service skills to identify and respond to needs
- Ability to resolve problems and overcome obstacles
- Strong background in fully underwritten and permanent life sales strategies
- State Life & Health license required
- Series 6 & 63 licenses required
Culture & Benefits
- Comprehensive health, dental, and vision insurance
- Mental health benefits and employee assistance program
- Paid time off, paid parental leave, short-term disability, and cultural observance day
- Pension plan and 401(k) with company matching
- Contributions to healthcare accounts
- ProHealth Rewards platform to improve wellbeing and earn cash rewards
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