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Regional Vice President of Client Engagement
2 months ago
POSITION SUMMARY
Global Atlantic Financial Group, Inc. presents an exceptional opportunity for a driven and enthusiastic professional eager to advance their career as a Regional Vice President in the Los Angeles / Hawaii region. This role is pivotal in achieving and surpassing sales objectives while fostering new and nurturing existing partnerships with financial advisors. It is a sales-focused position offering a competitive base salary along with monthly commissions based on sales performance in the designated territory.
- Establish and cultivate profitable, productive partnerships with financial advisors within the assigned region to significantly enhance sales and market presence.
- Manage client interactions primarily through in-person meetings across the territory, supplemented by phone and email communications. Utilize strategic scheduling and calendar management to optimize client engagement and ensure alignment with territory priorities.
- Formulate and execute strategic business plans for the territory with activity-driven objectives to steer daily priorities and monitor progress towards targets.
- Collaborate closely with internal sales representatives to further develop already established territories.
- Clearly articulate the features, benefits, and competitive advantages of Global Atlantic products to financial advisors.
- Exhibit effective utilization of client and territory management tools.
- Leverage and optimize relationships with key influencers within the territory.
REQUIREMENTS
- Demonstrated history of consistently achieving and exceeding performance benchmarks.
- Ability to drive performance objectives to successful completion.
- Expertise in financial services sales, wholesaling, retirement planning, and relationship management.
- Self-motivated, responsible, and conscientious individual.
- Develop a comprehensive business strategy for the territory, including targeted business plans focused on key firms and identifying growth opportunities.
- Capability to create and deliver impactful presentations, seminars, workshops, and meetings for current and prospective brokers.
- Adaptability and openness to accept, initiate, and manage change effectively.
- Willingness to quickly acquire knowledge of product lines, processes, and workflows.
- Must obtain and maintain all relevant State Licenses, including Life, Health, and Variable Lines of Authority. Additionally, the following licenses are required: Series 7, Series 63, and all necessary non-resident state licenses for the territory.
- 5-7+ years of experience in financial services sales is preferred.
Please note that this position is not eligible for visa sponsorship at any time.
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