KKR

3 months ago

VP, Regional Vice President - External Wholesaler - LA County, CA

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Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Regional VP in the Los Angeles market responsible for meeting/exceeding sales goals and developing/managing relationships with financial advisors. This sales role involves territory planning, client visits, presenting Global Atlantic products, and collaborating with internal wholesalers, with base salary plus monthly commission in a results-driven environment.

Location: United States

Workplace: Onsite

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.
•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.

Travel: Low travel

Pay and Benefits

Salary: USD 60,000 annually

Key Requirements

•Proven track record of consistently meeting and/or exceeding performance expectations.
•Drive performance targets to completion.
•Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
•Responsible, conscientious, and self-motivated.
•Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.

Experience:Financial servicesWholesalingRetirement plansRelationship management

Skills:CommunicationPresentationCustomer relationship managementPlanningTeam collaboration

Licenses:Series 7Series 63LifeHealth

Certifications:Series 7Series 63Life & Health License

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