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Regional Vice President
Cuna Mutual Group
Madison, WI, United States
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We are looking for a Regional Vice President who will be responsible for cultivating and maintaining relationships with retirement focused advisors in their defined region. The focus of this role should be positioned as a thought leader and technical expert supporting the growth of an advisor’s retirement plan book of business. The goal and objective of this role is to increase assets and revenue through the distribution of solutions. The person in this role will provides advice with regards to strategy, management and operations, as well as the structure of a business. They will analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs. This person will recommend solutions, utilizing knowledge of theory, principles or technology of specific discipline or field of specialization.
Job Responsibilities:
• Work in with Sales Leaders to develop and execute business plan and sales strategy that ensures attainment of regional sales goals (by revenue, plan count and product mix).
• Effectively and efficiently expand relationship with retirement focused advisors in assigned territory.
• Follow prescribed sales process, works closely with group to ensure effective and professional proposals and sales presentations.
• Effectively manage T&E budget to control cost of distribution.
• Deliver worksite education/enrollment meetings for larger sold plans.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
• Bachelor’s degree in Finance, Accounting, Business or equivalent professional work experience.
• 5+ years of successful sales experience in an emerging market retirement plan space.
• Demonstrated sales and marketing knowledge of retirement plan solutions and associated investments and their appropriate applications within the context of a needs based sales process.
• Excellent written and oral communication skills.
• Proven leadership as an individual contributor and experience in team based environments.
• FINRA Series 6 and 63 and Life and Variable Insurance licenses or the ability to obtain within 90 days.
• Willingness and ability to travel.
*LI-SW
CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.