KKR

1 month ago

VP, Regional Vice President - Minnesota

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Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Regional VP selling Global Atlantic financial products in Minnesota, responsible for meeting/exceeding territory sales, building and maintaining relationships with financial advisors, developing business plans, coordinating with internal wholesalers, and leveraging CRM tools to maximize market share while ensuring licensing requirements are met.

Location: Minnesota

Workplace: Remote

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Sr. Director level

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.
•Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
•Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
•Demonstrate effective use of client and territory management tools including Salesforce.

Pay and Benefits

Salary: USD 60,000

Key Requirements

•5-7+ years of financial services sales experience preferred.
•Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
•Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority; Series 7, Series 63, and all non-resident state licensing for all states in the territory.
•Proven track record of consistently meeting and/or exceeding performance expectations.
•Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.

Experience:Financial servicesSalesWholesalingRelationship management

Skills:PresentationCommunicationRelationship managementSelf-motivatedNegotiation

Licenses:Life InsuranceHealth InsuranceSeries 7Series 63

Certifications:Series 7Series 63Life and Health Licenses

Languages:English

Tech Stack:Salesforce

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