Vice President, Divisional Annuity Specialist

Job Responsibilities

• Manage a region while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors
• Develop and manage advisor campaigns and track success results based on statistical data from key performance indicators
• Drive new and maintain existing relationships with advisors to increase adoption of annuity solutions – ensuring trust from advisors is crucial for the successful execution of the job
• Conduct calls with financial advisors and clients to educate on annuity products – actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
• Partnering with an internal specialist, be responsible for developing and executing a comprehensive divisional plan to support the region/market
• Provide proactive and reactive advice and guidance to advisors around structuring annuity solutions for clients
• Collaborate with advisors to include annuities in goals based plans for clients; ability to educate advisors on financial products and the process of delivering annuity solutions
• Maintain an effective relationship with internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based Advice solutions for clients

Required Qualifications, Skills and Capabilities

• 5 years within financial services as an external wholesaler, or having annuity sales experience
• Excellent relationship building experience, written, and verbal communication skills
• Able to multi-task and work in a fast-paced team environment
• Self-driven and independent worker with a sense of urgency and drive towards results
• FINRA 7 and 66 (or 63 & 65) required
• Active Life & Health insurance license

Preferred Qualifications, Skills and Capabilities

• Bachelor's degree strongly preferred or equivalent work experience
• Experience in working with advisors a plus