Regional Vice President - Annuities
002 Virtual 002, United States
If you are not located close to a physical office, remote work is considered for qualified candidates.
Key Responsibilities
Drive sales primarily through one-on-one sales meetings by developing, maintaining, and deepening relationships with new and existing advisors; influencing advisor choices using a consultative sales process and other performance improvement systems (ex. Quality Sales Call.). Partner with internal wholesaler to develop a business plan, handle the territory, and drive territory sales goals and objectives.
Demonstrate an understanding of RiverSource's products, including features and benefits; sell solutions provided by RiverSource to address client needs. Build and maintain relationships with business partners (marketing, senior leaders, field leaders). Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
Develop and handle systems to build efficiencies (scheduling/rotations, meeting preparation & follow-up, acknowledging advisor sales, budget management, etc.). Prioritize and handle daily, weekly, and monthly workload.
Use software, including proprietary programs, to aid advisor business to find opportunities to meet client needs using RiverSource solutions. Analyze advisor and territory sales trends to ensure execution of the territory sales plan and make modifications to the action plan so that goals are achieved.
Conduct in person in the territory advisor education and entertainment events in territory to drive awareness on product solutions to meet client needs. Conduct client education events with advisors in the territory.
Complete required coursework to maintain compliance with state and federal regulations and licenses.
Required Qualifications
Bachelors degree or equivalent experience required
Series 6
Series 63
State Insurance License (Health, Life & Variable)
** Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable)
7 - 10 years of relevant experience, with 5+ years of industry experience in annuities and financial markets or financial planning
3+ years of successful training or direct selling experience with shown ability to establish rapport and credibility quickly
Experience working with consultative sales process
Excellent interpersonal, presentation and problem solving skills
RVP must live …
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Delaware Must live in territory New Jersey
Benefits/PerksBonus Commissions Comprehensive benefits program Diversified financial services Diversified financial services leader Long-term incentives Meaningful careers Pay-for-performance compensation Remote work Remote work considered Sick time Vacation time Variable pay
Tasks- Analyze sales trends
- Develop relationships
- Drive sales
- Maintain compliance
Annuities Budget management Business Planning Compliance Consultative sales Financial Planning Financial Services Influencing Insurance Interpersonal Market Research Presentation Problem-solving Product Knowledge Relationship building Sales Software Proficiency Territory Management Training
Experience7 years
EducationBachelor's degree Equivalent Equivalent experience Marketing
CertificationsHealth license Life license Series 6 Series 63 Series 7 State Insurance License
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9