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Regional Sales Executive
2 months ago
POSITION SUMMARY
Global Atlantic Financial Group, Inc. presents an exceptional opportunity for a driven and enthusiastic professional seeking to advance their career as a Regional Vice President. This role focuses on the Los Angeles / Hawaii market, where the successful candidate will be tasked with achieving and surpassing sales objectives while fostering new and nurturing existing relationships with financial advisors. This position offers a competitive base salary along with a monthly commission based on sales performance within the designated territory.
- Establish and sustain lucrative, effective partnerships with financial advisors in the assigned region to enhance sales and capture market share.
- Oversee client interactions primarily through in-person meetings within the territory, supplemented by phone and email communications. Employ strategic scheduling and calendar management to optimize client engagement and align activities with territory priorities.
- Formulate and execute strategic business plans for the territory, utilizing activity-focused objectives to direct daily tasks and monitor progress towards established goals.
- Collaborate closely with internal sales representatives to further develop established territories.
- Thoroughly articulate the features, benefits, and competitive advantages of Global Atlantic products to financial advisors.
- Exhibit proficient use of client and territory management tools.
- Leverage and enhance relationships with key influencers within the territory.
REQUIREMENTS
- Demonstrated history of consistently achieving or exceeding performance benchmarks.
- Commitment to driving performance targets to successful completion.
- Expertise in financial services sales, wholesaling, retirement planning, and relationship management.
- Self-motivated, responsible, and detail-oriented.
- Ability to devise a comprehensive business strategy for the territory, including the implementation of plans focused on key firms and identifying new business opportunities.
- Capability to create and deliver impactful presentations, seminars, workshops, and meetings for current and prospective brokers.
- Adaptability to accept, initiate, and manage change effectively.
- Willingness to quickly learn about product lines, procedures, and workflows.
- Must obtain and maintain all relevant State Licenses, including Life, Health, and Variable Lines of Authority, as well as 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 now or in the future.
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