Regional Vice President, Banks/wires/agency - Fl (north & Central)

Jacksonplumbingheatingandcooling

Base: $50,000.00; bonus/equity: eligible for annua...
Fully remote
Develop and manage broker/dealer relationships
Conduct product and sales training
Maximize territorial sales
The Regional Vice President position at Jackson Plumbing, Heating, and Cooling focuses on managing and developing relationships with broker/dealer advisors in North and Central Florida to drive sales. The role requires extensive sales experience in financial products and significant travel to meet with clients

Job Summary

  • The Regional Vice President is responsible for creating new and managing existing relationships with broker/dealer advisors to increase sales in the given territory through meetings, seminars, campaigns, and follow-up.
  • Essential responsibilities include developing business plans, identifying and recruiting advisors, conducting training, strategically planning resource deployment, and working with an Internal Wholesaler to foster leads.
  • The role offers a base salary, eligibility for an annual bonus program and special compensation based on sales, compensated personal time off, holidays, health benefits, and a 401(k) plan with matching.

Matching Summary

Match Score: 85

The Regional Vice President position at Jackson Plumbing, Heating, and Cooling focuses on managing and developing relationships with broker/dealer advisors in North and Central Florida to drive sales. The role requires extensive sales experience in financial products and significant travel to meet with clients.

Salary

Base: $50,000.00; Bonus/Equity: Eligible for annual bonus program and special compensation based on sales; Benefits: Compensated personal time off, holidays, health benefits, 401(k) plan with generous matching

Skills & Requirements

Must-have

  • Develop and manage broker/dealer relationships
  • Conduct product and sales training
  • Maximize territorial sales
  • Utilize CRM system effectively
  • Travel extensively, including overnight

Nice-to-have

  • Strong independent work ability
  • Effective presentation skills
  • Aptitude for technology and remote work

Key Requirements

  • 3+ years sales experience in investments/annuities
  • 5+ years sales experience preferred
  • Prior annuity/investment external wholesaling preferred
  • Securities Industry Essentials (SIE) required
  • FINRA Series 6 or 7 required
  • FINRA Series 63 required
  • State Insurance License required

Work Rights

Not specified

Tailored Resume

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