KKR logo
KKR

A leading global investment firm.

VP, Regional Vice President - Southeast/Southwest Florida

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 1,001-5,000Since 1976H1B SponsorCompany SiteLinkedIn

Location

Florida

Posted

13 days ago

Salary

$60K / year

Seniority

Lead

Bachelor Degree5 yrs expEnglish

Job Description

VP, Regional Vice President - Southeast/Southwest Florida

KKR

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share. • Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities. • Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals. • Work closely with internal wholesalers to continue to develop already established territories. • Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors. • Demonstrate effective use of client & territory management tools including salesforce. • Leverage and maximize centers of influence in the territory.

Job Requirements

  • 5-7+ years of financial services sales experience preferred.
  • Proven track record of consistently meeting and/or exceeding performance expectations.
  • Drive performance targets to completion.
  • Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
  • Responsible, conscientious, and self-motivated.
  • Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities.
  • Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.
  • Be flexible with ability to accept, create and manage change.
  • Display willingness to quickly learn product lines, procedures, and workflows.
  • Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.

Benefits

  • Health insurance
  • Professional development opportunities
  • Flexible work arrangements

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