AVP, Business Development-ESI

AVP Business Development, Advisory Sales-Equity Services, Inc. 

Summary

The AVP Business Development, Advisory Sales is responsible for the growth of the broker/dealer and advisory business through increased training and sales support efforts. In partnership with the Business Development team, this role will work on recruiting and developing training materials and programs to drive the growth of existing advisors and be an attraction for recruiting new advisors to the firm.  This role will also interact with existing Affiliated Agencies and Independent Channel to increase the number of Representatives using Advisory tools while growing sales.

Key Responsibilities

• Effectively promote firm’s proprietary fee based advisory platform and its growth.
• Work with firm’s third-party product and advisory solution line up as appropriate.
• Manage ESI Practice Management Programs
• Work with SVP of Business Development to identify and develop markets for recruiting, including targeting independent relationships that fit ESI’s profile and growth plans.
• Work with internal Communications and Marketing to develop the value-proposition of ESI materials for both Affiliated and Independent channels.
• Actively participate in the development and execution of ESI’s Business Development Conference (BDC) and Elite Symposium (EES).
• Provide expertise and partnership to internal teams to develop ESI communications, training, and other distribution-related efforts as necessary. 

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• FINRA License Series 7, 66 (or 65 + 63) required, Series 24 strongly preferred. Life/Health License preferred.
• Minimum 10 years of relevant experience with demonstrated ability to build relationships and influence others; able to partner and interact effectively with Registered Reps, Investment Advisors, and senior leaders
• Knowledge of investment products, markets, operational procedures and distribution systems, as well as FINRA and SEC regulations relating to the sale of such products/services.
• Knowledge and understanding of effective training and communication techniques and strategies.
• Specific understanding and experience promoting mutual funds, advisory services, and insurance products is highly desirable.
• Strong understanding of effective prospecting and recruiting efforts.
• Clear and concise communication and presentation skills.
• Strong advocate of teamwork, performance excellence and continuous improvement.
• Ability to travel approximately 30-40% of your time.
• Compensation will provide a base salary + quarterly sales-based incentives with business development related growth targets

 

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.    National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. National Life Group 1 National Life Dr Montpelier, VT 05604

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