RVP, External Wholesaler

Role Overview

• Drive the territory business strategy to maximize revenue growth opportunities.
• Active support and adoption of the company’s technology-focused approach through weekly recording of prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations into the CRM.
• Build and execute annual sales plans and review plans quarterly.
• Must be willing to learn new technology and use it routinely in the role.
• Work with the Delaware Life Marketing National Sales Consulting team for large advisor meetings and complex sales assistance.
• Collaborate with the Internal Sales Team to assist in driving sales results.
• Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory.
• Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings.
• Leverage relationships to conduct small to large meetings using internal resources.
• Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients.
• Deliver and demonstrate using Webex technology.
• Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing.
• Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology.
• Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships.

Requirements

• 5+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels.
• Bachelor’s degree required and advanced degrees a plus.
• FINRA Series 6 or 7, 63 and Life Insurance licenses required.
• Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory.
• Exceptional presentation and communication skills.
• Demonstrated success in variable annuity and fixed index annuity sales.
• Proven track record of advisor relationship building.
• Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology.
• Strong organizational skills and effective time management.
• Microsoft Office proficiency, Allego, Seismic, technology a plus.
• CRM: SalesForce or other CRM proficiency.
• Valid Driver’s license.
• 50% travel required.

Benefits

• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.