VP, Regional Vice President

Summary

Join Global Atlantic Financial Group as a Regional Vice President in the Los Angeles / Hawaii market, responsible for meeting/exceeding sales goals and developing new client relationships with financial advisors.

Requirements

• Proven track record of consistently meeting and/or exceeding performance expectations
• Drive performance targets to completion
• Proficiency in financial services sales, wholesaling, retirement plans, relationship management
• Responsible, conscientious, and self-motivated
• Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities
• Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers
• Be flexible with ability to accept, create and manage change
• Display willingness to quickly learn product lines, procedures, and workflows
• Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory

Responsibilities

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share
• Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications
• Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals
• Work closely with internal wholesalers to continue to develop already established territories
• Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors
• Demonstrate effective use of client & territory management tools including salesforce.com
• Leverage and maximize centers of influence in the territory

Benefits

• Annual cash bonuses
• Long-term incentives (equity)
• Generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions)
• Sales incentives