4 дня назад
VP, Relationship Manager, IMO (Annuities)
62 412 - 93 619$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Relationship Manager, IMO (Annuities): Driving sales growth in the Independent Marketing Organization channel by developing advisor relationships and positioning fixed indexed and registered indexed-linked annuity products with an accent on territory strategy, consultative selling, and industry compliance. Focus on expanding distribution partnerships, delivering product education and sales training, and using market insights, digital tools, and AI-enabled resources to improve sales effectiveness.
Location: Remote, Iowa, United States; approximately 75% travel required
Salary: $62,412.80–$93,619.20 USD annually, with a possible discretionary bonus or variable sales incentive
Company
provides retirement income solutions, including fixed indexed annuities and registered indexed-linked annuities.
What you will do
- Develop and execute territory business plans to drive sales growth across the IMO distribution channel.
- Build and deepen relationships with Independent Marketing Organizations, financial advisors, and distribution partners.
- Identify new business opportunities and deliver product education, sales training, seminars, and consultative solutions.
- Partner with internal wholesalers and cross-functional teams to execute territory strategies and support advisors.
- Manage territory performance, business development initiatives, travel, and expense budgets.
- Use market insights, data, digital tools, and AI-enabled resources to improve advisor engagement and sales effectiveness.
Requirements
- 8+ years of relevant experience wholesaling fixed indexed annuities and/or registered indexed-linked annuities through IMO or IBD channels is preferred.
- Proven success growing sales territories, developing strategic advisor relationships, achieving sales goals, and influencing business outcomes through consultative selling.
- Strong knowledge of the annuity marketplace, territory management, advisor practices, and financial services.
- Active FINRA Series 6 and Life & Health licenses are required; RICP designation is required within 12 months of employment.
- Bachelor’s degree or an equivalent combination of education and relevant professional experience.
- Compliance with FINRA, SEC, Department of Insurance, and policies is required.
Nice to have
- FINRA Series 7 and Series 63 licenses.
- Experience leveraging AI and technology to improve productivity and sales effectiveness.
Culture & Benefits
- Inclusive and dynamic work environment.
- Remote work arrangement with extensive territory travel.
- Market-competitive annual salary.
- Potential discretionary bonus or variable sales incentive depending on the role.
- Military-friendly employer and equal opportunity workplace.
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