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.
Leverage and maximize centers of influence in the territory.

5-7+ years of financial services sales experience preferred.
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.

VP, Regional Vice President - Southeast/Southwest Florida

Key skills