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Vice President of Regional Sales
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. This role focuses on the Los Angeles / Hawaii market, where the selected candidate will be tasked with achieving and surpassing sales objectives while fostering new and existing relationships with financial advisors.
- Establish and nurture profitable, effective partnerships with financial advisors within the designated territory to enhance sales and market presence.
- Oversee client interactions primarily through in-person meetings across the territory, supplemented by telephone and email correspondence. Utilize strategic scheduling and calendar management to optimize client engagement and align activities with territory priorities.
- Formulate and execute business strategies for the territory, incorporating activity-driven objectives to steer daily operations and monitor progress against targets.
- Collaborate closely with internal sales representatives to further develop established territories.
- Clearly articulate the features, benefits, and competitive advantages of Global Atlantic's offerings to financial advisors.
- Exhibit proficient use of client and territory management systems.
- Capitalize on and enhance relationships with key influencers within the territory.
REQUIREMENTS
- Demonstrated history of consistently achieving or exceeding performance benchmarks.
- Ability to drive performance goals to successful completion.
- Expertise in financial services sales, wholesaling, retirement planning, and relationship management.
- Responsible, diligent, and self-driven.
- Develop a strategic approach within the territory, including crafting business plans focused on target firms and identifying growth opportunities.
- Capable of delivering impactful presentations, seminars, workshops, and meetings to both current and prospective brokers.
- Adaptable with a readiness to embrace and manage change.
- Willingness to quickly acquire knowledge of product lines, processes, and workflows.
- Must secure 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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