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Fidelityguarantylife
Fidelityguarantylife

RVP, Financial Institutions Channel

salesfull-timeRemote
SALARY
Not listed
WORK TYPE
remote
JOB TYPE
full-time
INDUSTRY
fintech
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About the role

Job Summary

F&G is growing very quickly in the Bank and Independent Broker-Dealer channel. The Regional Vice President is responsible for growing market share for F&G’s fixed, indexed, and registered index-linked annuity products. This position strongly prefers candidates to reside in or within a reasonable commuting distance of the state of Florida. The role involves regular travel to local client sites, making proximity essential to effectively support client needs and maintain strong relationships.

This position will work closely with and report directly to the Divisional VP, Financial Institutions Channel, partner with a Senior Internal Wholesaler (SIW) and liaise with National Accounts Team to grow annuity market share for F&G in the assigned territory.

Duties & Responsibilities

  • Deliver a winning business and marketing plan to build out a multi-state territory, establishing F&G as a leader in our space
  • Develop deep relationships with financial professionals based on the value you provide, the knowledge you share, and the integrity you operate with
  • Partner with Bank Program Managers, OSJs and other key centers of influence to help educate advisors and grow their businesses
  • Demonstrate with advisors how F&G’s annuity solutions can help create a more predictable retirement for their clients via phone, video, and face-to-face meetings
  • Collaborate with our National Accounts Team to uncover opportunities for broader exposure at each bank or Broker-Dealer we partner with
  • Partner and plan with Senior Internal Wholesaler to effectively operate your territory as a team
  • Represent F&G at industry conferences, distributor meetings, and other events as requested
  • Prioritize your time and budget effectively to meet or exceed sales targets for the territory

Supervisory Responsibilities

This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills, & Abilities

  • Extensive knowledge of retirement income planning and annuities
  • Expert delivery of presentations to all audience sizes
  • Clearly articulated history of growing territories
  • Well-respected by the financial professional community in your territory
  • Proficiency in utilizing web-based sales and training tools, including Microsoft 365 and Salesforce
  • Creativity: the ability to package often commonly available information and ideas in a creative and memorable way
  • Superior communication skills: oral, written, and interpersonal communication skills are critical
  • Be comfortable with change and able to adjust as we grow

Minimum Qualifications

  • Bachelor's Degree - Combination of education and experience considered in lieu of degree.
  • 10+ year of relevant experience successfully wholesaling in the bank and IBD channels
  • Licenses/Certifications - Life Health Licenses, FINRA Series 6 or 7, Series 63 (or 65 or 66) Licenses

Other Requirements

  • This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
  • Perform other functions, duties and projects as assigned
  • Regular and punctual attendance
  • Ability to travel up to: 80% of the time
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RVP, Financial Institutions Channel at Fidelityguarantylife — Remote