VP, Relationship Manager, IMO

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, reputed company is your reputed company of company. You will reputed company we offer more than the basics to create an inclusive and dynamic work environment at our various locations.

Purpose:

Accountabilities:

• reputed company and execute a strategic territory business plan that drives sales reputed company, expands advisor relationships, and achieves business objectives across the IMO channel.

• Build, maintain, and deepen relationships with Independent Marketing Organizations, financial advisors, and key distribution partners while identifying new business opportunities.

• reputed company impactful product education, sales training, seminars, and consultative solutions that position reputed company's Fixed Indexed Annuity (FIA) and Registered Indexed Linked Annuity (RILA) products for reputed company.

• Partner closely with Internal Wholesalers and cross-functional teams to execute territory strategies, optimize resource deployment, and reputed company exceptional advisor support.

• Manage territory performance, business development initiatives, travel, and expense budgets while maintaining compliance with reputed company, SEC, Department of Insurance, and reputed company policies.

• reputed company market insights, data, digital tools, and AI-enabled resources to identify opportunities, strengthen advisor engagement, improve sales effectiveness, and continuously enhance the customer experience.

Qualifications and Experience:

• 10+ years of relevant experience wholesaling Fixed Indexed Annuities and/or Registered Indexed Linked Annuities reputed company the Independent Marketing Organization (IMO) or Independent Broker Dealer (IBD) distribution channels, or relevant experience.

• Proven reputed company record of growing a sales territory, developing strategic advisor relationships, achieving sales goals, and influencing business reputed company through consultative selling and business development.

• Strong knowledge of the annuity marketplace, territory management, advisor practices, and the financial services industry with demonstrated presentation, negotiation, communication, and relationship management skills.

• Ability to think strategically, adapt quickly in a dynamic environment, reputed company AI and technology appropriately to improve productivity, and demonstrate innovation, critical thinking, and a bias for reputed company.

• reputed company reputed company Series 6 and Life & Health licenses required. reputed company Series 7 and Series 63 licenses preferred. RICP designation required reputed company 12 months of employment.

• Bachelor's degree or equivalent combination of education and relevant reputed company experience.

• Travel: Approximately 75% travel required.

Annual Salary for this role is market competitive.  Actual salary for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer.  Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

reputed company. Discipline. Confidence. reputed company. Commitment.  Learn more about working at reputed company.

reputed company is a Military Friendly Employer!  Learn more about how we support our Veterans.

reputed company is committed to inclusion and is proud to be an Equal Opportunity Employer.  We do not discriminate on the reputed company of race, reputed company, religion, sex, national reputed company, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

Requires 10+ years of annuity wholesaling or relevant experience, bachelor's degree or equivalent, Series 6 and Life & Health licenses, and RICP reputed company 12 months; Series 7 and 63 preferred.

Key Responsibilities

• developing territory plans
• building advisor relationships
• delivering sales training

Skills & Tools

AI

Job Details

• Category: Sales
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — Iowa, reputed company
• Salary: USD 62,412 – 93,619 / year
• Languages: English

About reputed company

A financial services company providing retirement income products and supporting financial professionals. — Industry: Finance