6 executive jobs found

   The mission of the Vice President – Life Sales is to recruit and manage A-Level advisors to DMI with the ultimate goal of driving life sales. Essential Roles and Responsibilities: Convert warm advisor leads provided by BDR or Marketing Team   Work an existing book of 150+ current advisors who have been lower producing or become dormant within DMI to sell life insurance  Cross Sell active DMI life agents to sell annuity Work an advisor’s book of clients to uncover life opportunities  Profile an advisor and their book of clients to uncover life opportunities  Position Summary: Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to your sales goals is essential. The job requires a high degree of “selling”, whether of sales ideas or products in the marketplace. The ability to conduct deep discovery of an advisor and their book is essential. The job environment is fast paced and...

What You Will Bring Required Qualifications: Bachelor's degree FINRA Series 6 and 63 registrations active upon hire FINRA Series 7 registration active, or ability to obtain within 120 days of hire Knowledge of Mutual Funds and Investment products - previous direct sales experience. Demonstrated written, verbal, and interpersonal communication skills with the ability to build trusted relationships, deliver effective presentations, and communicate complex investment concepts clearly. Proven organization skills balancing between computer, mobile device and other equipment. Willingness to travel 75%. Must be located within the territory. Preferred Qualifications: Experience in local area market CIMA, CFP, CFA or equivalent designations Skills Client Relationship Management \: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering...

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary This position is with TruChoice Financial Group, an affiliate of AmeriLife. TruChoice is a growth-focused insurance distribution organization known for its entrepreneurial culture, strong advisor relationships, and commitment to helping independent agents and financial professionals grow their businesses. TruChoice provides consultative sales support, advanced planning expertise, and innovative business-building platforms across life insurance, annuities, and wealth solutions. Our team combines a high-performance mindset with a collaborative culture...

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: Athene is seeking a Regional Vice President / External Wholesaler to grow our presence across the Direct/Independent Broker-Dealer channel in the Southeast Florida territory. In this highly visible sales role, you’ll own territory growth by developing advisor relationships, delivering compelling retirement solutions and partnering with internal sales colleagues to turn market opportunities into results. At Athene, you’ll join a fast-growing retirement services organization with the scale and capabilities of our strategic relationship with Apollo. That combination helps us bring innovative solutions to market while maintaining a culture where...

   The mission of the Vice President – Annuity Sales is to recruit and manage A-Level agents and advisors to DMI with the ultimate goal of driving annuity sales.  Essentials Roles and Responsibilities: Convert warm agent and advisor leads provided by the Marketing Team  Work an existing book of 250+ current agents and advisors who have been lower producing or become dormant within DMI to sell annuities  Cross Sell active DMI life agents to sell life Work an agent or advisor’s book of clients to uncover annuity opportunities  Profile an agent or advisor to uncover annuity opportunities  Position Summary: Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to your sales goals is essential. The job requires a high degree of “selling”, whether of sales ideas or products or services in the marketplace. The ability to conduct deep discovery of an advisor and his book is essential....

Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and flexibility. The Vice President, Sales will work closely with investment and mutual fund advisors in Manitoba and Saskatchewan. The Vice President, Sales will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales. This role reports to the Vice President, National Sales. This is a full-time role working remotely from Winnipeg, although in the future Lysander Funds may require the role to work in Lysander’s office if one is established in Manitoba. Responsibilities: Service an...