Regional VP, Bank & BD - Great Lakes Region

About the role

We're seeking a Regional Vice President (RVP) of Bank & Broker Dealer Channels for the Great Lakes Region (MI, IN, OH, W.PA).

Responsibilities

• Drive Annuity Sales Growth
• Own and execute annuity sales growth within an assigned geographic territory across Prosperity’s bank and broker dealer-partners
• Develop and implement a comprehensive territory business plan aligned with production, asset, and growth goals
• Identify, cultivate, and expand relationships with high potential-advisors and strategic partner firms
• Build & Deepen Distribution Relationships
• Develop strong, trusted relationships with financial advisors, branch leadership, and home office-investment teams
• Serve as a consultative partner, understanding advisor needs and positioning Prosperity’s annuity solutions within client portfolios
• Strengthen Prosperity’s presence and credibility across bank and broker dealer-platforms
• Educate & Enable Advisors
• Deliver impactful group presentations, branch training sessions, and client seminars
• Deliver education on annuity products, retirement income strategies, and portfolio applications
• Act as a subject matter-expert on Prosperity’s solutions and competitive positioning
• Execute Coordinated Team Selling
• Partner closely with an assigned Internal Wholesaler to execute proactive outreach, call campaigns, and follow-up-strategies
• Collaborate with Product, Marketing, and Sales Leadership to align territory initiatives and sales messaging
• Contribute field insights that help refine product positioning and go to market-strategies
• Manage Pipeline & Territory Activity
• Maintain a disciplined, data-driven approach to CRM usage, pipeline development, and activity tracking
• Monitor territory performance, advisor engagement, and sales momentum to ensure consistent coverage
• Use activity and pipeline data to prioritize efforts and drive predictable results

Requirements

• 5+ years of wholesaling or financial advisor experience
• Strong knowledge of annuities, retirement income strategies, and competitive positioning
• Proven track record of sales growth and effective territory management
• Excellent presentation, communication, and relationship building-skills
• FINRA Series 6 or 7 and Series 63 (or ability to obtain within required timeframe)
• Ability to thrive in a fast-paced, highly relationship-driven distribution environment

Core Competencies

• Sales Execution Excellence: Consistently drives annuity production by balancing strategic territory planning with disciplined, hands-on-field execution
• Relationship Leadership: Builds deep, trusted relationships with financial advisors, branch leadership, and home office partners across bank and broker-dealer channels
• Consultative Selling: Identifies advisor’s needs, positions appropriate annuity solutions, and guides the sales process with credibility and confidence
• Territory & Pipeline Management: Operates with structure and accountability—using CRM, activity metrics, and pipeline data to manage coverage and forecast results
• Collaboration & Team Selling: Partners effectively with Internal Wholesalers, Product, Marketing, and Sales Leadership to deliver coordinated sales efforts
• Communication & Influence: Delivers clear, compelling presentations and education that resonate with advisors and senior stakeholders
• Business Acumen: Understands annuity products, retirement income strategies, and competitive positioning within complex distribution environments
• Adaptability: Thrives in a fast-paced, growth-oriented organization and adjusts approach as markets, products, and priorities evolve
• Integrity & Compliance: Operates with professionalism, accountability, and strict adherence to regulatory and firm standards