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Posted 9 months ago

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Regional Vice President - Concourse (Southern CA Territory)

Work From HomeRemoteFull-time

AI Summary

Regional Vice President for the Southern California Territory, conducting point-of-sale life insurance wholesaling with Edward Jones Financial Advisors, leading public seminars, managing routing and production goals, and maintaining client and branch relationships.

About this role

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Concourse Distributors has an exciting sales opportunity in the financial services industry as an External Point of Sale Life Wholesaler while calling on Edward Jones Financial Advisors in the Southern California Territory.




Responsibilities

  • Point of sale wholesaling with Edward Jones Financial Advisors and their clients
  • Participation in and lead public seminars
  • Provide client solutions and sales support to Edward Jones branch offices
  • Responsible for territorial routing, scheduling priorities, production projections, production goals and manage expense budget.
  • Develop and maintain a positive working relationship with the FA’s, Regional Leadership and Branch office Administrators.
  • Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis
  • Strong desire to be successful

    • Required Qualifications

  • Demonstrated history of successful life insurance sales in a point of sale or retail environment
  • Strong disciplined work ethic with a record of executing sales plans and achieving sales goals
  • Well-developed organizational skills and the ability to successfully manage multiple issues.
  • Attention to detail and quality of service in all aspects of relationship management
  • Excellent customer service skills. Ability to quickly identify and respond to internal and external customer needs
  • Promptly resolves internal and external customer problems with an ability to overcome obstacles in general
  • A strong sense of urgency and a desire to succeed
  • Strong background of fully underwritten and permanent life sales strategies
  • Ability to travel within assigned territory at least 50% of the time
  • State Life & Health license required
  • Series 6 & 63 license required

    • Skills

    Business AnalysisLife Insurance SalesPoint Of Sale WholesalingSeries 6Series 63State Life & Health LicenseTerritory RoutingUnderwritten Permanent Life Strategies

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