Logo for Protective Life

Regional Vice President - Concourse (Seattle Territory)

Role overview

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
  • Excellent customer service skills

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
  • Develop and maintain a positive working relationship with the FA’s, Regional Leadership and Branch office Administrators

Key facts

Other skills

  • Relationship Management
  • Organizational Skills
  • Detail Oriented
  • Customer Service
  • Problem Solving
  • Public Speaking
  • Strong Work Ethic
  • Adaptability

About the company

Protective Life logo

Protective Life

Insurance

Protective has helped people achieve protection and security in their lives for 115 years. Through its subsidiaries, Protective helps more than 12 million people protect what matters most. Protective’s more than 3,700 employees put people first and deliver on the company’s promises to customers, partners, colleagues and communities — because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective Life Corporation, a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), has grown to about $132 billion in assets, as of Dec. 31, 2021. Protective is headquartered in Birmingham, Alabama, and supported by both robust virtual workforce and core sites in Cincinnati and St. Louis. For more information about Protective, visit www.protective.com.

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

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Job description

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 Seattle 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
  • #LI-VD1

    Employee Benefits:  
    We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.   

    Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

    Accommodations for Applicants with a Disability:
    If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

    Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

    We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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