Regional Vice President of Membership

3 days ago


Louisville, Kentucky, United States DPL Financial Partners Full time
Job Title: Regional Vice President of Membership

We are seeking an experienced and seasoned Financial Sales Professional to join our team as a Regional Vice President of Membership. This role will focus on driving DPL Membership from a pool of the largest RIA firms in the industry.

Key Responsibilities:
  • Production: Hit and exceed monthly and quarterly sales goals by proactively selling to the largest RIA firms in the country by AUM.
  • Sales Focus: Identify and close ideal candidates for DPL's Breakaway Accelerator Program.
  • Lead Prospective Members: Create product sales flows that happen quickly after membership inception.
  • Subject Matter Expertise: Provide expertise to the more technical parts of the sales cycle.
  • Industry Conferences: Attend and speak at key, selected industry conferences.
  • Travel: Occasional travel will be required to assist with strategic membership efforts.
Secondary Responsibilities:
  • Strategy: Assist in developing and creating strategic meeting materials and education pathways.
  • Feedback: Provide feedback to the VP on team productivity and field needs.
  • Breakaway Accelerator Program: Work with the team to set direction.
  • Corporate Membership Strategy: Participate in the development of corporate membership strategy.
Education and Experience:
  • Bachelor's Degree: Required in business or a related field.
  • Experience: 5+ years of experience within the insurance industry.
  • Skills: Excellent communication, organizational, time management, and leadership skills.
  • Licenses: Variable and Life Insurance License Required; Health Insurance License a plus.


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