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Regional Vice President (MD, VA, WV, NC, SC, Southern ...

Confidential - Bethesda, MD

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Job Description

Regional Vice President (MD, VA, WV, NC, SC, Southern NJ) About the Company Market-shaping provider of financial & asset management services Industry Financial Services Type Public Company Founded 1875 Employees 10,001+ Categories Finance Insurance Financial Services Asset Management Real Estate B2B Consulting & Professional Services Enterprise Financial Planning Financial Exchanges Retirement Health Care Savings & Investing Funds Specialties financial services investment management life insurance retirement benefits group benefits annuities mutual funds technology financial wellness inclusive culture and purpose driven organization Business Classifications B2B Enterprise About the Role The Company is seeking a Regional Vice President - Life Wholesaler to join their dynamic team. The successful candidate will be responsible for achieving premium objectives within an assigned territory, working closely with financial professionals to enhance their revenue through the sale of life insurance. This role demands the development of strong business relationships, case development skills, and the ability to deliver sales concepts, product information, and technical guidance. The Regional Vice President will also be involved in client meetings, both in person and virtually, and will be expected to have a comprehensive knowledge of the life insurance business, including the sales process and the dynamics of selling life insurance products. Applicants for the Regional Vice President - Life Wholesaler position should have 3-5 years of wholesaling experience, preferably in life products, or experience as a Life Sales Manager. A deep understanding of advanced markets, excellent communication skills, and the ability to drive sales objectives are essential. The role requires a candidate with a strong understanding of compliance, current life and variable licenses, and FINRA Series 6 (or 7) and 63 licenses. Professional designations such as CLU, ChFC, CFP, or similar are preferred. The position involves travel and demands a professional who can build and maintain strong business relationships while working within a team to support the sales process. Hiring Manager Title Channel Lead Vice President Travel Percent Less than 10% Functions Sales/Revenue

Created: 2025-09-28

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