What are the responsibilities and job description for the Associate Vice President, Independent Business Development, ESI position at National Life Group?
Associate Vice President, Business Development (Independent)
Summary
Responsible for growth of the broker/deal and RIA through increased prospecting and recruiting efforts for our newly established Direct to ESI Channel. Manage Independent relationships that are assigned to this role and lead/help grow the business.
Key Responsibilities
- Execute and enhance the firm’s prospecting, recruiting, and retention strategies.
- 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.
- Effectively promote firm’s proprietary fee based advisory platform and its growth.
- Support recruiting efforts of existing Direct relationships including appropriate transition loan management, create and implement various recruiting programs, etc. in support of increased sales.
- Work with firm’s Communications and Marketing area to develop the value-proposition of ESI materials for both Affiliated and Independent channels.
- Actively participate in the development of ESI’s Annual Sales Conference (EES), and presentations.
- Provide expertise and partnership to internal teams to develop ESI communications, training, and other distribution-related efforts, as necessary.
Requirements
- Bachelor’s degree.
- FINRA License Series 7, 66 (or 65 63) required. Life/Health License preferred.
- Minimum 10 years of experience with demonstrated ability to build relationships and influence others; able to partner and interact effectively with RRs, Investment Advisors, and senior leaders
- 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.
- 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.
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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