Regional Vice President, External Wholesaler

Posted Yesterday
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Hiring Remotely in Zionsville, IN, USA
In-Office or Remote
125K-300K Annually
Senior level
Insurance
The Role
Drive annuity sales growth across an Illinois territory by developing business strategies, executing sales plans, managing pipelines and forecasts, conducting advisor presentations, and building relationships with bank and broker-dealer partners. Collaborate with internal sales and consulting teams on complex opportunities, use CRM and technology to manage leads and client activity, and achieve defined territory sales goals. The role requires extensive travel, strong presentation skills, proven annuity wholesaling success, and relevant financial and insurance licenses.
Summary Generated by Built In

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters:  

The Regional Vice President (RVP), is designed to help drive sales growth of Delaware Life annuity products and services; drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth.  The role responsibilities also include effective and efficient management of the territory to deliver profitable product sales.  Actively engage in the use of data and technology to mine opportunities for focused growth.  Build annual plans and review quarterly.  This role will report to the Division Sales Manager of Delaware Life Marketing and will be responsible for achieving defined sales goals. 

How You’ll Contribute:  

  • Drive the territory business strategy to maximize revenue growth opportunities. 
  • Active support and adoption of the company’s technology-focused approach through weekly recording of prospect/client meetings, pipeline opportunities, tasks, demonstrations and illustrations into the CRM. 
  • Build and execute annual sales plans and review plans quarterly. 
  • Must be willing to learn new technology and use it routinely in the role. 
  • Work with the Delaware Life Marketing National Sales Consulting team for large advisor meetings and complex sales assistance.  
  • Collaborate with the Internal Sales Team to assist in driving sales results. 
  • Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update customer records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory. 
  • Conduct in-depth sales presentations, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops and branch meetings. 
  • Leverage relationships to conduct small to large meetings using internal resources. 
  • Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients. 
  • Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing. 
  • Conduct lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology. 
  • Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships. 

What We’re Looking for: 

  • 5+ years of wholesaling experience with proven annuity sales results in the bank and/or broker-dealer channels 
  • Bachelor’s degree required and advanced degrees a plus 
  • FINRA Series 6 or 7, 63 and Life Insurance licenses required 
  • Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory 
  • Exceptional presentation and communication skills 
  • Demonstrated success in annuity sales 
  • Proven track record of advisor relationship building 
  • Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology 
  • Strong organizational skills and effective time management 
  • Microsoft Office proficiency 
  • CRM: SalesForce or other CRM proficiency 
  • Valid Driver’s license 
  • 50% travel required 

Territory: 

This position is focused on development of sales and business relationships in the established territory of Illinois. The individual in this role is required to reside in the territory to which they are assigned.  

Compensation:

Our compensation reflects the cost of labor across several U.S. geographic markets. The total compensation for this position ranges from $125,000/year in our lowest geographic market up to $300,000/year in our highest geographic market.  Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. 

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.  Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.  Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

 

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

#LI-LG1 #LI-REMOTE

Skills Required

  • 5+ years of wholesaling experience with proven annuity sales results in bank and/or broker-dealer channels
  • Bachelor's degree
  • FINRA Series 6 or 7 license
  • FINRA Series 63 license
  • Life Insurance license
  • Strong relationships with key bank and independent broker-dealer advisors and firms in the assigned territory
  • Exceptional presentation and communication skills
  • Demonstrated success in annuity sales
  • Proven advisor relationship-building track record
  • Experience in lead development, follow-up, qualification, and targeted account selling
  • Strong organizational and time-management skills
  • Microsoft Office proficiency
  • Salesforce or other CRM proficiency
  • Valid driver's license
  • Residence within the assigned Illinois territory
  • Advanced degree

Group 1001 Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Group 1001 and has not been reviewed or approved by Group 1001.

  • Fair & Transparent Compensation Pay is considered competitive for many specialized and senior roles, with employer-posted salary ranges providing clarity for candidates. Job postings indicate market-aligned compensation in several corporate, tech, and sales functions.
  • Leave & Time Off Breadth Time off is portrayed as generous, including paid holidays and multiple leave types alongside hybrid work options for eligible roles. Some positions also offer remote flexibility that supports overall work–life balance.
  • Retirement Support Retirement offerings include a 401(k) with company matching and are emphasized as a core part of total rewards. Certain postings reference immediate vesting, reinforcing attention to long-term savings.

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The Company
HQ: Indianapolis, IN
184 Employees
Year Founded: 2013

What We Do

Group 1001 Insurance Holdings, LLC (“Group 1001”) is an insurance holding company in the United States, with current combined assets under management of approximately $57.5 billion as of June 30, 2022, and a mission for setting a new standard in the insurance industry by making insurance more useful and intuitive for everyone. Group 1001 is a long-standing, nimble, and tech-driven financial services enterprise established on deep industry expertise and reliable delivery of long-term value through empowering its customers, employees, and communities. Leveraging upon its record of building successful businesses and strong operating fundamentals, Group 1001 powers the next generation of insurance businesses with useful and intuitive solutions and products accessible to everyone. Group 1001 invests in strategic partnerships as part of our mission to transform communities through sports and education. Group 1001 and our subsidiaries have a strong commitment to service and community transformation. Education and sports initiatives, coupled with impactful partnerships, allow Group 1001 to improve lives through positive change in our communities. Learn more at Group1001.com.

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