Sales Vice President at Advisor Group in Spring, Texas

Job Description:

Sales & Operations Opportunity in Financial Services

Sales Vice President

Location(s): HOUSTON, TX Area

Considering ALL LOCATIONS & REMOTE

Role Type: Full time

Summary:

The Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers and for meeting an annual minimum production goal through the sale of Life Insurance, Long Term Care, Annuities, and Disability Income products.

Why Advisor Group

• 
  Competitive salary and annual bonus paid based on performance


• 
  Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community


• Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more


• 
  401(k) match from day one of employment


• 
  Referral bonuses if we hire your referred applicants to our open positions


• An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day to day work


• 
  Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events

Responsibilities:

• Learn and deliver specific company supported sales concepts in a manner consistent with industry, company, and customer compliance standards


• Participate in ongoing, regular training and practice enhancement programs, and peer-support study groups


• Generate sales of significant target premium through third party producers


• Provide both point-of-sale and post-sale support for producer and client relationships


• Create, maintain, and enhance relationships with independent retail producers, resulting in increased sales


• Create, maintain, and enhance relationships with assigned institutional account offices, their branch managers and insurance specialists resulting in increased sales


• Provide expert assistance to producers in case design and sales presentations


• Work with appropriate new business and marketing staff members to recommend appropriate carrier, product and pricing alternatives


• Work with provided CRM technology for reporting and documentation purposes


• Determine and develop customer profile strategies to assist producers at both institutional and independent outlets to maximize sales opportunities with current and prospective clients


• All other duties as assigned

Education Requirements:

• Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• 3+ years of life insurance sales and/or wholesaling experience


• FINRA Series 6, Series 63, Life, Accident & Health licenses


• Ability to travel


• Self-starter, actively pursuing sales outlets and opportunities, and creating new relationships that result in sales and increased target premiums


• Demonstrate confidence and tenacity to continue to strengthen relationships with clients.


• Knowledge of new business and underwriting process with the ability to effectively re-analyze the case when it is different than applied for


• Intermediate level to advanced knowledge of insurance products and technical planning techniques


• Demonstrate ability to effectively present concepts to groups ranging in size from 2-50 people

Preferred Requirements:

• CLU, ChFC or CFP designations preferred


• FINRA Series 7 and Series 24 preferred