Regional Vice President
Western & Southern Life

Overview

Summary of Responsibilities:

Responsible for recruiting Producing General Agents/Agencies (PGA's), in conjunction with duties of Recruiting Coordinator. Serve as the product/marketing trainer and knowledge dispenser to PGA producers and Broker/Dealer (B/D) registered representatives. Achieve life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focus on sales and productivity results of new and existing individual producers/registered representatives. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Responsibilities

Position Responsibilities:

• Recruits new PGA's in assigned territory in conjunction and teamwork with the duties of the Recruiting Coordinator.
  
• Provides orientation, product training and direct sales support to new and existing PGA's and B/D registered representatives in assigned territory or as directed when needed.
  
• Works closely with the Internal Wholesaler to solicit and promote the sale of CLIC fixed and variable products with new and existing PGA's and B/D registered representatives.
  
• Develops close coordination and working relationship with Recruiting Coordinator and Internal Wholesaler in executing field activities.
  
• Makes proactive outbound support calls to PGA's and B/D registered representatives. Includes follow-up on sales calls, identifying new sales opportunities and promoting new and existing products.
  
• Makes reactive outbound support calls to PGA's and B/D registered representatives. Includes following up on sales calls and answering in-depth and moderately complex questions on products.
  
• Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes all CLIC variable and fixed products, embedded sales driven features, product introductions and enhancements/updates. Operational procedures knowledge includes new business submissions, underwriting and issue procedures, securities office procedures, commissions and state filing approvals.
  
• Offers input to CLIC on ways to improve product sales and service. 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.
  
• Participates in the interview process for hiring Recruiting Coordinator, Internal and/or External Wholesalers when requested.
  
• Manages expenses prudently within assigned expense parameters.
  
• Provides regional recruiting, sales and expense reports to management.
  
• Keeps up with the trends in our business, networking and being aware of our competitors' strategies and major operational initiatives.
  
• Develops and executes strategic initiatives in our operation to give us a competitive edge.
  
• Performs other duties as assigned by management.
  

• Demonstrated sales and/or recruiting experience in the life insurance/securities industry.
  
• Demonstrated wholesaling experience (internal or external) or related sales support experience.
  
• Proven advanced knowledge of variable and fixed life insurance and annuity products.
  
• Proven knowledge of advanced sales and marketing concepts.
  
• Cite examples of effective negotiating and problem-solving skills.
  
• Demonstrated strong verbal and written communication skills, including presentation skills.
  
• Cite examples of achieving results while working under pressure with high-volume workloads and deadlines.
  
• Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
  
• Cite examples demonstrating effectiveness in grasping new concepts and procedures.
  
• Must be able to cite examples of self-motivation and experience working under limited supervision.
  

• This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
  

• Bachelor's degree in business or related field or commensurate industry experience.
  

• Working knowledge of Microsoft Office applications.
  
• Working knowledge of extranet and product illustration software.
  

• State insurance license.
  
• CFP, CLU and ChFC or commensurate industry experience.
  

• Extended hours required during peak workloads or special projects.
  
• Extensive travel required (50-70%).