Protective seeks a Regional Vice President to manage the Southern California territory for Concourse, focusing on point-of-sale life insurance wholesaling with Edward Jones Financial Advisors. The role requires specific licensing (Life & Health, Series 6 & 63) and entails 50% travel within the assigned territory. This is a remote, work-from-home position with an annual salary of $125,000.
- Remote scope
- Southern California Territory
- Compensation
- USD 125,000–125,000 / year
What you need
- Demonstrated history of successful life insurance sales in a point of sale or retail environment
- State Life & Health license
- Series 6 & 63 license
- Ability to travel within assigned territory at least 50% of the time
What you will own
- Conduct point of sale wholesaling with Edward Jones Financial Advisors and their clients
- Participate in and lead public seminars
- Provide client solutions and sales support to Edward Jones branch offices
- Manage territorial routing, scheduling priorities, production projections, production goals, and expense budget
- Develop and maintain positive working relationships with Financial Advisors, Regional Leadership, and Branch office Administrators
- Develop territorial sales plans to achieve new business objectives on a profitable basis
Core skillsLife Insurance SalesPoint of Sale WholesalingFinancial ServicesCustomer Relationship Management
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
Additional
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.
