17 regional vice president jobs found

    Crossmark Global Investments is seeking a highly motivated and experienced Regional Vice President (RVP), External Wholesaler to drive sales and increase assets under management in the Ohio Valley Territory (Michigan, Indiana, Ohio, and Kentucky). We are looking for an individual with an established presence in this territory, a passion for our mission, and a demonstrated ability to succeed in a competitive market. Crossmark, located in Houston, Texas, has served as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs.  We are especially known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring...

Position Summary Guggenheim is seeking an established and successful sales professional with strong relationships in the broker-dealer and IBD space to join our team. The Regional Vice President will support and grow Guggenheim’s UIT business to financial intermediaries. Reporting to the Head of UIT Sales the RVP will perform as part of a sales team, which includes an internal wholesaling partner, and will be responsible for the development and day-to-day management of a geographic territories in Connecticut and Lower Hudson Valley NY. Responsibilities Key Responsibilities Generate sales of Guggenheim Investments UITs in their territory within the financial intermediary community. Own sales performance and goals for territory Solidify relationships, generate new business with our clients and manage sales efforts within the defined geographic territory Work closely with the Divisional Sales Manager to create and implement a sales strategy Business Plan Creation...

Work Location: Montréal, Quebec, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: 90 000 $/$90,000 - 110 000 $/$110,000 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role....

Required Qualifications FINRA Series 6/7 and 63 Life, Health and Annuities Insurance License Thorough knowledge of Variable Annuities and Mutual Funds Previous direct financial services sales experience Valid driver’s license and clean driving record are required Preferred Qualifications Bachelor's Degree Preferred CLU, ChFC and/or CFP a big plus Exceptional communication/interpersonal skills, with good computer and organizational skills. Sales experience in Virginia territory Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Influencing\:  Knowledge of effective influencing tactics and...

  What You Will Bring   ·         FINRA Series 6 or 7 and Series 63 registrations ·         CA Resident State Life, Health and Variable Annuities Insurance license ·         Thorough knowledge of Variable Annuities and Mutual Funds ·         2+ years direct sales experience   Preferred   ·         Experience selling annuities in Los Angeles, CA market ·         Bachelor's degree ·         CLU, ChFC and/or CFP ·         Exceptional communication/interpersonal skills ·         Highly Organized ·         Technically savvy with computer and MS Office products   Skills Influencing:  Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating:  Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $75 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: (Wholesaler Texas Region) The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....

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: The Internal Wholesaler will educate Financial Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building over the phone! Accountabilities: Develop and implement territory business plan with RVP partner to increase overall sales through frequent touch points with assigned Financial Advisors. Initiates outbound sales calls to current and prospective clients to position, promote and sell Athene products and communicate company updates....

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.  Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more:  www.assurity.com/careers     ESSENTIAL FUNCTIONS 35% Provides internal sales support to assigned region and Regional Vice Presidents, which includes: Provides Assurity product and process training virtually for distribution; Providing product knowledge and sales ideas via phone; Handling and prioritizing incoming calls and emails with efficient and effective time management; Providing...

About Specialty Program Group:   Specialty Program Group (SPG) is the wholesale & MGA division of HUB International.  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).   About BUA: Business Underwriters Associates (BUA) is a specialized insurance distribution firm serving financial advisors and branch office staff across Edward Jones locations in the region. Through our strategic affiliation with Concourse Distributors, we provide comprehensive point-of-sale solutions for life insurance, long-term care, and disability income products to Edward Jones professionals. Our focused regional approach enables us to deliver personalized service and deep market expertise, helping advisors meet their clients' insurance and financial protection needs. About the Position: The Internal Wholesaler will drive business development within a multi-carrier...

About Us: EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa. How You’ll Contribute: The Internal Wholesaler is responsible for helping to drive sales by providing the Regional Vice President(s), Assistant Vice President, Sales, and the Vice President of Sales and Marketing, assigned core distribution partners, marketers, and top producers, with pro-active, high-end sales support. This position will also be key in...

Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most important decisions they’re ever...

Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most important decisions they’re ever...

Job Description Build the future with us Take your career to the next level if you have a passion for building strong relationships and driving sales, then this is your chance to join a leading organization in the industry. As part of our Internal Wholesaling Team, you’ll report to the Vice President, National Inside Sales, and work closely with the VP of Sales and Regional Sales Associate to drive proactive sales efforts within a defined territory. This role is based in Toronto and includes occasional travel to attend events and meet clients. As an Internal Wholesaler, you will help drive sales and strengthen relationships within the brokerage and dealer community. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What...

Reporting to the VP Regional Sales for Western Canada, the External Wholesaler is accountable for the development and implementation of a strategy that establishes Manulife Investments in our sales channels.  Dealing directly with Financial Advisors, they will be responsible for promoting all products within Investments as well as providing a solution based method to selling.   Success will be measured through the establishment of new sales in Manulife Investment products. Building new relationships as well as solidifying existing ones will also be key.   Position Responsibilities: Achieve daring sales targets and annual production goals. Identify and pursue new relationships within the Financial Advisor network. Provide new insights to advisors to help them develop business. Give advisor and investor seminars. Work with the internal wholesaler and territory coordinator to develop new sales. Develop effective and professional working relationships with other...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This RVP role will support the state of Texas predominately located in and around the Dallas-Forth Worth metroplex for our Annuity Specialty Markets team. Living in that DFW area is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about...

Location : Alexandria, VA (Flexible) Department : Capital Markets Reports to : Senior Vice President, Capital Markets Compensation: $75,000–$100,000 base + incentive compensation  About Bonaventure:  Bonaventure is a vertically integrated real estate investment firm with over $2.7 billion in assets under management. Focused on long-term, tax-efficient wealth creation through multifamily real estate investments, our firm leverages decades of experience and a proven track record to deliver compelling investment solutions to financial professionals and their clients. Learn more at www.bonaventure.com.  The Role:  The Internal Wholesaler will partner closely with External Wholesalers to drive capital raising efforts across Bonaventure’s suite of investment offerings, including DSTs, perpetual NAV REITs, and other private real estate structures. This role is primarily responsible for outbound sales activity, appointment setting, and relationship management with...

The Opportunity We’re growing and our clients deserve the best. We are building a dynamic team of external wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for a dynamic External Annuity Wholesaler . In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers in Southern California .   You will possess an entrepreneurial spirit, while striving for excellence.  You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional annuity penetration rates, and promote diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness in a learning environment while providing education to communities throughout the assigned territory. The Team We have assembled a team of industry leading...