Western & Southern Financial Group

Regional Vice President

Western & Southern Financial Group • $120K — $150K *
Orange, CA 92867In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in business or related field or equivalent experience required.
  • Demonstrated wholesaling or sales support experience in large agency and independent producer space required.
  • CFP, CLU, ChFC or equivalent industry experience required.
  • Proven advanced knowledge of fixed and indexed life insurance and annuities required.
  • Demonstrated ability to collaborate with multiple home office teams required.
  • Proven problem-solving and negotiation skills required.
  • Strong verbal and written communication skills required.
  • Ability to achieve results under pressure with high workloads required.
  • Strong analytical skills with experience in identifying problems and providing resolutions required.

Responsibilities

  • Recruit new BGAs, PGAs, and agencies in the assigned territory.
  • Provide orientation, product training, and sales support to new and existing producers.
  • Collaborate with Internal Wholesalers to promote Columbus Life products.
  • Coordinate with Recruiting Coordinator for executing field activities.
  • Make proactive and reactive support calls to producers and sub-producers.
  • Leverage advanced product knowledge to assist producers with sales opportunities.
  • Share insights on competitor products and market trends to improve sales strategy.

Benefits

  • Engagement in a collaborative team environment.
  • Opportunity for personal development and skills enhancement through training.
  • Ability to work independently with minimal supervision.
  • Flexible work setting with both office and travel requirements.
  • Participation in a bonus program for non-sales positions.
Full Job Description
Overview

Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. . Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.

Responsibilities

What you will do:
  • Recruits new BGAs, PGAs, and Agencies in assigned territory in conjunction with the duties of the Recruiting Coordinator developing an effective team approach to region recruiting.
  • Provides orientation, product training and direct sales support to new and existing BGAs, PGAs and producers in assigned territory or as directed when needed.
  • Works closely with the Internal Wholesaler to solicit and promote the sale of all Columbus Life products with new and existing agencies and producers.
  • Develops close coordination and working relationship with Recruiting Coordinator and Internal Wholesaler in executing field activities.
  • Makes proactive outbound support calls to BGAs, PGAs, Producers and sub-producers. Includes follow-up on sales calls, identifying new sales opportunities and promoting new and existing products.
  • Makes reactive outbound support calls to region producers. Includes following up on sales calls and answering in-depth and moderately complex questions on products.
  • Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes all CLIC products, embedded sales-driven features, product introductions and enhancements/updates. Operational procedures knowledge includes new business submissions, underwriting and issue procedures, commissions and product availability.
  • Offers input to CLIC on ways to improve product sales and service. Maintains a high level of awareness of competitors and shares timely information with Internal Wholesaler, Recruiting Coordinator and home office staff on competitors' products and industry trends.
  • Participates in the interview process for hiring Recruiting Coordinator, Internal and/or External Wholesalers when requested.
  • Manages expenses prudently within assigned expense parameters.
  • Provides regional recruiting, sales, activity and expense reports to management.
  • Keeps up with the trends in our business, networking and being aware of our competitors' strategies and major operational initiatives.
  • Develops and executes strategic initiatives in our operation to give us a competitive edge.
  • Performs other duties as assigned.
  • Complies with all policies and standards.


Qualifications

  • Bachelor's Degree In business or related field or commensurate industry experience. - Required
  • Demonstrated wholesaling experience (internal or external) or related sales support experience in the large agency and independent producer space. - Required
  • CFP, CLU and ChFC or commensurate industry experience. - Required
  • Proven advanced knowledge of fixed and fixed indexed life insurance and annuity products. - Required
  • Proven knowledge of advanced sales and marketing concepts. - Preferred
  • Demonstrated ability to team effectively with multiple home office areas including underwriting, new business and related teams for region-level sales and service outcomes. - Required
  • Cite examples of effective negotiating and problem-solving skills. - Required
  • Demonstrated strong verbal and written communication skills, including presentation skills. - Required
  • Cite examples of achieving results while working under pressure with high-volume workloads and deadlines. - Required
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required
  • Cite examples demonstrating effectiveness in grasping new concepts and procedures. - Required
  • Must be able to cite examples of self-motivation and experience working under limited supervision. - Required
  • Working knowledge of Microsoft Office applications. - Required
  • Working knowledge of producer portal, mobile capabilities and product illustration software. - Required
  • Dedicated use of CRM platform for region management, sales and marketing, reporting and related functions. - Required
  • DL NUMBER - Driver License, Valid and in State Valid driver's license and satisfactory driving record. Upon Hire - Required
  • Maintain appropriate vehicle insurance. Upon Hire - Required

Work Setting/Position Demands:
  • This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Extended hours required during peak workloads or special projects/events.

Travel Requirements:
  • Ability to drive personal vehicle over relatively large geography which will include daily and overnight travel up to 50-75%


Note: Posted Hiring Salary Range

The salary ranges posted reflect our targeted base pay hiring range for the position. The final determination on base pay for any position will be determined based on multiple factors to ensure pay equity within the organization. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives whereby total compensation may exceed base salary depending on individual performance.

About Western & Southern Financial Group

Western & Southern Financial Group provides financial translators, helping to turn the complex into simple, practical financial solutions. work face-to-face with middle-market clients to help understand their needs and provide financial solutions designed to meet their goals.

Western & Southern Financial Group Careers

Join the vibrant team at Western & Southern Financial Group, a leader in the financial services industry known for its strong commitment to fostering professional growth and innovation. As part of our team, you will engage in meaningful work that directly contributes to our reputation as one of the most respected names in financial solutions.

Work You’ll Do

At Western & Southern Financial Group, you will find job opportunities that challenge and motivate you to leverage your skills and potential. Whether you are looking for a position in financial advising, customer service, or IT, our company offers a dynamic environment where career growth is supported and encouraged.

Innovate and Lead

Embrace the chance to work on projects that redefine industry standards while collaborating with a team of over 10,000 dedicated professionals. Our leadership is committed to nurturing a culture of innovation and diversity, ensuring that every team member has the opportunity to excel.

Professional Development

Western & Southern Financial Group is not just a company; it's a place where careers are built. Our employees enjoy access to comprehensive benefits and diversity training programs that promote professional development and personal well-being. From leadership workshops to networking events, we provide the tools necessary for you to advance your career.

Internship Programs

Kickstart your career with Western & Southern’s internship programs. These opportunities allow you to gain hands-on experience, build your resume, and understand the financial sector from the inside out. Interns work closely with experienced professionals, gaining insights that are crucial for future employment.

Join Our Team

Explore the array of job opportunities at Western & Southern Financial Group. We are continuously hiring and looking for individuals who bring creativity, innovation, and a strong work ethic to our team. With a focus on leadership development and employee satisfaction, we are dedicated to helping you achieve your career goals.

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Ready to take the next step in your career? Search open positions that match your skills and interests. We look for passionate, curious, and solution-driven team players who are ready to make a difference.

SEARCH WESTERN & SOUTHERN FINANCIAL GROUP JOBS

At Western & Southern Financial Group, we believe in empowering our employees to grow, innovate, and lead in every aspect of their career. Join us and be part of a team that values diversity, leadership, and the professional growth of its members. Discover the impact you can make in the financial services industry with Western & Southern.
Learn more about Western & Southern Financial Group
Size
4,700 employees
Industry
Finance & Insurance
* Ladders Estimates

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