The posting
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Regional Vice President (MN, ND, SD, Northern WI), Eagle Life based in the United States.
The Regional Vice President will drive annuity sales and develop strategic relationships with financial advisors across Minnesota, North Dakota, South Dakota, and Northern Wisconsin. This field-based role focuses on growing distribution through bank and broker-dealer channels while helping advisors identify retirement solutions that meet their clients’ needs. You will develop territory sales strategies, strengthen existing partnerships, and expand the network of active producers. By combining product expertise, market intelligence, and disciplined sales execution, you will help advisors grow their businesses and achieve ambitious sales goals. The role offers an opportunity to represent a portfolio of retirement products in a relationship-driven financial services environment. You will work closely with sales leadership and leverage in-person and virtual engagement to build brand awareness and generate new business. This is a remote position with extensive territory travel, expected to reach up to 75%.
Accountabilities
- Build, strengthen, and maintain relationships with financial advisors, banks, broker-dealers, and other key industry partners through in-person and virtual engagement.
- Develop a deep understanding of advisor practices, firm priorities, and customer needs to recommend appropriate product strategies and business solutions.
- Identify cross-selling opportunities, develop new business relationships, and expand adoption of available annuity products and retirement strategies.
- Maintain comprehensive knowledge of products, sales tools, systems, processes, and technologies to communicate value effectively and support successful sales execution.
- Develop and implement strategic territory plans that support long-term growth, maximize sales opportunities, and exceed established targets.
- Generate demand, maintain a strong sales pipeline, forecast accurately, and consistently move opportunities through the sales process.
- Prospect regularly to expand the producer network, re-engage inactive or former producers, and increase distribution across the territory.
- Prioritize accounts and sales activities using market intelligence, performance data, and strategic business objectives.
- Conduct field-based and virtual sales activities, including advisor meetings, client seminars, product training, point-of-sale support, and continuing education sessions.
- Collaborate with internal sales leadership and relevant teams to coordinate resources, share market insights, and improve territory performance.
- Manage time, travel, and territory resources effectively while maintaining strong organization, productivity, and follow-through.
- Perform additional related duties as assigned.
- A bachelor’s degree from a four-year college or university, at least six years of relevant sales or wholesaling experience, or an equivalent combination of education and experience.
- At least two years of external annuity wholesaling experience preferred; candidates with a successful background in internal wholesaling may also be considered.
- Life and Health insurance licensing preferred.
- FINRA Series 6 and/or Series 7 and Series 63 licenses preferred; additional relevant professional designations are encouraged.
- Strong customer service orientation and the ability to build and sustain trusted relationships with financial advisors and business partners.
- Excellent verbal and written communication skills, including the ability to deliver product presentations, lead training sessions, prepare business correspondence, and respond effectively to questions.
- Strong analytical and mathematical skills, with attention to detail and the ability to interpret information, evaluate opportunities, and draw sound conclusions.
- Effective planning, organization, territory management, and time management skills.
- Proficiency in Microsoft Office applications and the ability to use sales systems and business tools effectively.
- Strong problem-solving and decision-making abilities, including the capacity to address complex situations with limited standardized procedures.
- Ability to collaborate effectively with colleagues, customers, and external stakeholders while managing competing priorities.
- Resilience and adaptability in a fast-paced, target-driven environment, with the ability to meet deadlines and maintain sales momentum.
- Willingness and ability to travel extensively throughout the assigned territory, up to 75% of the time.
- Opportunity to develop your career in the retirement and financial services industry.
- A comprehensive employee benefits offering.
- Opportunities for educational advancement, ongoing learning, and professional development.
- A collaborative and inclusive work environment that values employee contributions and engagement.
- Emphasis on work-life balance and employee well-being.
- Opportunities to build meaningful relationships with financial professionals and contribute to long-term business growth.
- Remote work arrangement, with extensive travel throughout Minnesota, North Dakota, South Dakota, and Northern Wisconsin.
- Compensation details were not specified in the provided job posting.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
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