Regional Vice President, External Wholesaler

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Summary:

The External Wholesaler will be responsible for proactively promoting sales products to financial advisors in assigned channel through wholesale and point of sale efforts.

Territory:

This position is focused on development of sales and business relationships in South Texas. It is permissible for this person to reside in a 75 mile radius of Houston or San Antonio. The individual in this role is required to reside in the territory to which they are assigned.

Main Accountabilities:

• Develops and maintains profitable productive relationships with Financial Advisors in your assigned territory in order to significantly capture sales and market share
• Proactively seeks and supports the development of new initiatives to enhance Lincoln's success and market presence
• Develops and implements Territory Business plan
• Supports and participates in various Strategic Partner firm meetings and conferences
• Captures field activity and sales related data in LFD Contact Management System
• Coordinates sales activities with LFD Internal Wholesalers and the External Wholesalers in other product lines
• Adhere to LFD’s Culture of Compliance. Comply with LFD’s policies and procedures.

Qualifications:

• Undergraduate degree or 4+ years of comparable work experience required
• FINRA Series 6 and 63 required
• Life, Health License in all states within assigned region required
• 3-5+ of experience years in Financial Services Sales that directly aligns with the specific responsibilities for this position
• Proficiency in Financial Services Sales, Wholesaling, Annuity Products, Relationship Management
• Must live in assigned territory
• Demonstrated track record of consistently meeting and/or exceeding performance expectations
• Possesses a bias for action and avoids workplace distractions
• Drives performance targets to completion

Compensation:

Our compensation reflects the cost of labor across several U.S. geographic markets. The total compensation for this position ranges from $125,000/year in our lowest geographic market up to $300,000/year in our highest geographic market.  Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. 

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.  Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.  Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.