KKR

1 month ago

VP, Regional Vice President - Southeast/Southwest Florida

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Last checked: 12 hours agoStatus: Live

Job Summary

Senior sales leadership role overseeing the Southeast/Southwest Florida territory. Responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with financial advisors, and collaborating with internal wholesalers to grow territory, using Salesforce and other tools to manage activity and pipelines in a remote Florida market.

Location: Florida

Workplace: Remote

Employment Type: Full time

Job Function: Executive & General Management

Key Responsibilities

•Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
•Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
•Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
•Work closely with internal wholesalers to continue to develop already established territories.
•Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.

Pay and Benefits

Salary: USD 60,000 annually

Key Requirements

•5-7+ years of financial services sales experience preferred.
•Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority plus Series 7 and Series 63 and all non-resident state licensing for all states in the territory.
•Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
•Ability to create and deliver presentations, seminars, workshops, and branch meetings to brokers.
•Develop a business strategy within the territory and implement business plans focusing on opportunities.

Experience:5-7 yearsFinancial servicesWholesalingRetirement plansRelationship management

Skills:SalesPresentationRelationship managementCalendar managementCRMSalesforce

Licenses:Series 7Series 63LifeHealthVariable

Certifications:Series 7Series 63

Languages:English

Tech Stack:Salesforce

Eligibility

Work Authorization:Sponsorship available.

Company Brief

KKR

Global investment firm providing alternative asset management and capital markets services across private equity, credit, real assets, and hedge funds, serving institutional and private clients worldwide.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1976

Website LinkedIn

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KKR