Regional Vice President

About the role

This position involves engaging with financial advisors to offer life insurance solutions. You will be instrumental in helping clients secure financial protection and peace of mind. Your work directly contributes to safeguarding individuals and families during uncertain times.

Key facts

What you'll do

• Conduct point-of-sale wholesaling activities with Edward Jones Financial Advisors and their clientele.
• Lead and participate in public informational seminars.
• Offer client-focused solutions and sales assistance to Edward Jones branch offices.
• Manage territory logistics, including routing, scheduling priorities, production forecasts, and expense oversight.
• Cultivate and sustain positive professional relationships with financial advisors, regional management, and branch administrators.
• Analyze business performance and create sales strategies for territory growth and profitability.

Requirements

• Proven track record of successful life insurance sales within a point-of-sale or retail setting.
• A disciplined approach to work with a history of implementing sales strategies and meeting targets.
• Strong organizational capabilities and the ability to manage multiple priorities effectively.
• Meticulous attention to detail and a commitment to service quality in all client interactions.
• Exceptional customer service abilities, including quickly recognizing and addressing client needs.
• Skill in promptly resolving customer issues and overcoming challenges.
• A proactive mindset and a drive for achievement.
• Comprehensive understanding of fully underwritten and permanent life insurance sales methodologies.
• Willingness and ability to travel within the assigned territory for at least 50% of the time.
• Possession of a State Life & Health license.
• Possession of Series 6 & 63 licenses.

Nice to have

• Experience calling on Edward Jones Financial Advisors.

Skills & tools

• Life insurance sales
• Sales strategy development
• Relationship management
• Territory management

Practical notes

• If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
• General employment questions should not be sent to the accommodation email address.
• Protective is an equal opportunity employer committed to inclusivity.