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Regional Vice President, External Wholesaler
Group 1001. Drive sales growth of Delaware Life annuity products and services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in annuity sales and relationship management, leveraging strong communication and presentation skills to drive sales growth and develop strategic initiatives. Proficient in utilizing CRM tools and data analysis to identify growth opportunities and manage sales pipelines effectively.
Highest-signal resume keywords
Annuity Sales ExperienceRelationship BuildingLead DevelopmentSalesforce ProficiencyFINRA Series 6 or 7, 63 Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Annuity SalesLead QualificationSales PresentationsSales ForecastingTargeted Account Selling
Soft Skills
Exceptional Communication SkillsStrong Organizational SkillsEffective Time Management
Tools & Technologies
Microsoft OfficeSalesforceCRM Software
Certifications & Qualifications
FINRA Series 6 or 7 LicenseFINRA Series 63 LicenseLife Insurance License
Industry Keywords
Wholesaling ExperienceBank ChannelBroker-Dealer ChannelSales GrowthClient Relationship Management
About the role
Key responsibilities & impact- Drive sales growth of Delaware Life annuity products and services
- Drive strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities
- Manage the territory effectively and efficiently to deliver profitable product sales
- Use data and technology to identify focused growth opportunities
- Build annual plans and review them quarterly
- Report to the Division Sales Manager of Delaware Life Marketing and achieve defined sales goals
- Drive the territory business strategy to maximize revenue growth opportunities
- Record prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations in the CRM weekly
- Work with the Delaware Life Marketing National Sales Consulting team on large advisor meetings and complex sales assistance
- Collaborate with the Internal Sales Team to drive sales results
- Prospect, administer campaign-generated leads, update customer records, manage the opportunity pipeline and provide accurate forecasting
- Conduct sales presentations, product demonstrations, seminars, workshops and branch meetings
- Leverage relationships to conduct meetings using internal resources
- Demonstrate the Delaware Life Marketing National Sales Consultant value proposition to advisors and their clients
- Build and maintain relationships with prospective and existing clients
- Conduct lead development, follow-up, qualification and targeted account selling in person, by phone and through virtual technology
- Manage expenses and comply with company policies for advisor and firm sponsorships
Requirements
What you’ll need- 5+ years of wholesaling experience with proven annuity sales results in the bank and/or broker-dealer channels
- Bachelor’s degree required
- FINRA Series 6 or 7, 63 and Life Insurance licenses required
- Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory
- Exceptional presentation and communication skills
- Demonstrated success in annuity sales
- Proven track record of advisor relationship building
- Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology
- Strong organizational skills and effective time management
- Microsoft Office proficiency
- Salesforce or other CRM proficiency
- Valid Driver’s license
- 50% travel required
- Must reside in the assigned territory
Benefits
Comp & perks- Comprehensive health insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- Supplemental life insurance
- Short-term disability
- Long-term disability
- Employee Assistance Program
- Wellness programs
- 401(k) plan with matching contributions