What are the responsibilities and job description for the VP, Regional Vice President - Los Angeles/Hawaii Region position at Global Atlantic Financial Group?
POSITION SUMMARY:
Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Los Angeles / Hawaii market. We are looking for an individual who will be responsible for meeting/exceeding sales goals and developing new as well as maintaining existing client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.
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. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
- 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.
QUALIFICATIONS:
- 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
- 5-7 years of financial services sales experience preferred.
*** This role is not eligible for visa sponsorship now or in the future.
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