Regional Vice President
Columbus Life Insurance Company has an immediate opportunity for a Regional Vice President.
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.
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.
Selection Criteria:
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.
Work Setting:
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.
Educational Requirements:
Bachelor’s degree in business or related field or commensurate industry experience.
Computer Skills and Knowledge of Hardware & Software Required:
Working knowledge of Microsoft Office applications.
Working knowledge of extranet and product illustration software.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
State insurance license.
CFP, CLU and ChFC or commensurate industry experience.
Position Demands:
Extended hours required during peak workloads or special projects.
Extensive travel required (50-70%).
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