Posted 31 May 2024, 11:00 pm

VP Regional Vice President Tampa Region at Global Atlantic Financial Group

POSITION OVERVIEW

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 Tampa 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.

  • 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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Source: Remote Ok