What are the responsibilities and job description for the Regional Vice President- Florida Territory position at Western & Southern Financial Group- Columbus Life?
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A Day in the Life of a Regional Vice President- Florida Territory
As a Regional Vice President or External Wholesaler, you’re primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents / Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product / marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. These responsibilities include training and support for national account affiliates in the territory. Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers. Must live in or relocate to Florida.
What you’ll do :
- Works closely with the Internal Wholesaler to solicit and promote the sale of all CLIC products with new and existing agencies and producers.
- Makes proactive outbound support calls to BGAs, PGAs, Producers and sub-producers. Includes follow-up on sales calls, identifying new sales opportunities and promoting new and existing products.
- Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes all CLIC products, embedded sales-driven features, product introductions and enhancements / updates. Operational procedures knowledge includes new business submissions, underwriting and issue procedures, commissions and product availability.
- Provides orientation, product training and direct sales support to new and existing BGAs, PGAs and producers in assigned territory or as directed when needed.
- Maintains a high level of awareness of competitors and shares timely information with Internal Wholesaler, Recruiting Coordinator and home office staff on competitors' products and industry trends.
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