Regional VP - Annuity Division
Job description
About the role
Regional Vice President, Annuity Division
The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life's uncertainties. Regardless of where you work within the company, you will be helping provide protection and peace of mind when our customers need it most.
Protective Life is currently seeking an experienced annuity wholesaler to join our Distribution Group as a Regional Vice President to cover the independent and bank channels within the WI territory. We offer a competitive compensation package that includes a base salary, strong corporate benefit package and uncapped commission plan.
Your responsibilities include developing and maintaining a high level of annuity production through the execution of a detailed business plan. This plan will include training, motivating, and developing successful working relationships with specified Financial Institutions. You will support and advocate for corporate objectives while acting as a steward of company resources. Leadership within the Annuity Distribution group is an expected part of this role.
Execution of senior wholesaling functions in your assigned geographic territories is essential. You will cultivate a successful business to attain activity and sales goals with top producers across all distribution channels. Coordination and execution of a regional business plan with Internal Wholesalers is a core duty. You will act as a key driver for a three-person sales team supporting an assigned geographic territory while adhering to required activity requirements. These activities must align within territory management strategy. Executing on specific activity expectations will maximize opportunities to grow advisor relationships and sales.
Qualifications for this position include a BS/BA Degree. A minimum of 5+ years of experience in annuity wholesale distribution is required. Previous external sales management experience is preferred. A proven track record of developing sales results in your assigned territory is necessary. Experience across all channels of annuity distribution is optimal. You must hold a State Life and Health License and FINRA Series 6 and 63 registration.
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Your role commands the independent and bank channels for Wisconsin, owning the full lifecycle of annuity relationships. Daily choices directly shape how protection reaches clients during uncertain moments. You will translate distribution goals into concrete field actions with financial institutions.
Setting the pace for bank partners is a primary focus. You will ensure the execution of activity plans and the achievement of sales targets. Orchestrating territory workflows enables internal wholesalers to coordinate efforts effectively for a focused team of three. You will champion corporate directives while safeguarding resources and guiding your team toward shared objectives.
Cultivating key accounts is a critical function. This work expands advisor relationships and strengthens production across distribution channels. Approaching each scheduled meeting with disciplined follow-up maximizes growth opportunities. Navigating state licensing and FINRA credentials ensures compliance while advancing distribution goals. Conducting training sessions equips producers with the skills needed to serve financial institutions effectively.
Reviewing pipeline metrics allows for the refinement of business plans. This practice sustains momentum in the Wisconsin market. A Bachelor of Science or Arts degree serves as the baseline knowledge for this position. Maintaining an active state life and health license alongside FINRA Series 6 and 63 registration is mandatory.
Accumulating over five years in annuity wholesale distribution within a financial services context is required. Demonstrating external sales management experience is necessary to guide teams and achieve objectives. Establishing a documented history of strong sales results across assigned territories is essential. Showing familiarity with every distribution channel used for annuity products is expected.
Proven success in bank and independent channel sales for annuity products is a valued qualification. No specific tools or systems are specified for this role. Please What you'll do