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American Equity* Fixed Index Annuities * Retirement Planning * Customer Service An American-owned and operated company headquartered in the heart of the Midwest, American Equity Investment Life Insurance Company® is a leader in the fixed indexed annuities marketplace. American Equity’s growth and success is attributed to our dedication to excellent customer service and emphasis on building customer relationships. “The One Who Works for You!®” serves as the foundation for the way American Equity does business and values its more than 500 employees. Guided by our Principles of Excellence, we do more than sell retirement annuity products -- we are dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement. "It's About the People" is the American Equity story and the legacy of our founder David J. Noble. This commitment to excellence includes our employees, agents, partners, and contract owners. We thank you for entrusting us with the things that matter most. When your retirement begins, you want to ensure you can enjoy it, which is why it’s important to have reliable support that can help fund every day of your golden years. After all, your life of hard work has earned you the retirement you planned for. These are the guiding principles that define everything we do. American Equity is the one who works for you.
Regional Vice President (North Florida), Eagle Life
Location
United States
Posted
114 days ago
Salary
$0
Seniority
Senior
Job Description
Regional Vice President (North Florida), Eagle Life
American Equity
Eagle Life Insurance Company®, a wholly owned subsidiary of American Equity Investment Life Insurance Company®, is an annuity provider that specializes in the design of safe, innovative retirement solutions and servicing financial institutions while applying a business approach that sets us apart. In an industry built on trust and relationships, we believe it is the people that make a company and our people are significant to our growth and the key to our success. Eagle Life has job opportunities to take your career to the next level while offering excellent benefits, community and employee engagement, and educational advancement in the insurance industry. We are looking for high energy individuals aspiring and ready to extend their reach with a company that is innovative, inclusive and making a lasting impact. Join a team where you are appreciated and valued, work-life balance is top priority and company culture is not just talked about but is something that’s expressed in our daily work environment. Apply today to be a part of our success and Soar Higher®! #LI-Remote #LI-SD1 Territory: Northern Florida (Tampa, Orlando) GENERAL PURPOSE OF THE JOB : The Regional Vice President drives sales across the available product lineup with advisors in bank and broker dealer firms, including responsibility for working closely with sales leadership to leverage appropriate business plans to maximize sales and exceed territory sales goals. The incumbent works with advisors to educate them on our products, support their business initiatives, and enhance our brand visibility. ESSENTIAL DUTIES AND RESPONSIBILITIES : Relationship Management/Networking: Pursues and cultivates business relationships, partnerships, and alliances internally, externally, and virtually. Leverages internal and external networks to achieve professional and organizational goals, share information, offer advice, maintain competitive advantage or provide benchmarking. Customer and Firm Knowledge: Applies knowledge of each Advisor’s practice and firm to develop and provide optimal strategies. Uses advisor and firm intelligence to pivot, cross-sell, and open new opportunities for Eagle strategies and products. Identifies and executes opportunities to use Eagle strategies to help advisors and firms grow their business. Leverages knowledge of products to meet client needs; uses product expertise to differentiate Eagle Offerings. Maintains a thorough working knowledge of Eagle products, strategies, systems, processes, and technologies. Applies product expertise to efficiently win and effectively execute opportunities. Manages time and productivity, creates operating efficiencies, leverages existing systems. Functions as the leader of the territory and manages resources accordingly and effectively. Uses Eagle tools, systems, and processes to maximize efficiency and effectiveness. Generates robust demand, executes long-range sales plans, and forecasts accurately. Uses a systematic approach to develop long-range, strategic plans for accomplishing sales goals. Effectively prioritizes opportunities and sales resources based on data and strategic account strategies. Prospects consistently, uses an outcomes-based sales process, maintains sales velocity. Consistently expands the producer base by engaging both new and lost producers. Ensures consistent movement of opportunities through the sales process as measured by advisor commitments. Increase sales through field activity (and virtual) such as face-to-face meetings, client seminars, training meetings, point-of-sales, and continuing education. Performs other related work as assigned. SUPERVISORY RESPONSIBILITIES : Direct Reports: 0 General Description of Indirect Reports (2 and 3-downs ): 0 EDUCATION AND/OR EXPERIENCE : Bachelor’s degree (B.A.) from four-year college or university; or six (6) years of related experience in sales and/or wholesaling; or equivalent combination of education and/or experience. A minimum of two years of external annuity wholesaling experience preferred (Eagle Life also has a proven track record of success with internal wholesalers. CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS : Life & Health, FINRA 6 and/or 7 with 63 licenses preferred. Other professional designations encouraged. KNOWLEDGE, SKILLS AND ABILITIES : Strong and above average customer service orientation. Effective verbal and written communication skills. Strong relationship building and maintaining skills. Mathematical skills and strong attention to detail. Ability to work cooperatively and successfully with employees, customers, and other outside third parties. Strong organizational and planning skills. Proficient in the use of MicroSoft Office Suite. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to successfully handle pressure and meet deadlines in a fast-paced work environment. Requires an ability to travel up to 75% of the time. At American Equity, o ur core values— E mpowered, P assion, I ntegrity, and C aring—are more than words. They guide how we support one another and how we serve our clients every day. To learn more about American Equity, our culture, and our values, visit the Careers site. Iowa Best Companies to Work for 2025 | Top Workplaces For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
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