Recruit, develop, manage, and lead a team of 11–15 RVPs. Set clear expectations, hold people accountable, coach to strengths and gaps, and drive sales production against plan
Travel a minimum of 70 -80% of the time including ride-alongs with RVPs and attendance at internal and external events
Drive adoption of AI, data analytics, and sales enablement technology to build scalable sales systems that improve salesperson productivity and results. Lead change management across a tenured sales force
Requirements
10+ years in financial services; 5+ years managing sales teams
Expert knowledge of fixed index annuities, RILA, LTC, and alternatives
Series 6 or Series 7 and 63 required (may be required to get series 7 & 24)
Executive presence; strong presenter who can command a room
Proven ability to adopt and drive adoption of AI, CRM, data tools, and sales enablement technology
Track record of leading change management with tenured or change-resistant teams