Regional Vice President - Concourse (Seattle Territory)
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- Point of sale wholesaling with Edward Jones Financial Advisors and their clients
- Participation in and lead public seminars
- Provide client solutions and sales support to Edward Jones branch offices
- Responsible for territorial routing, scheduling priorities, production projections, production goals and manage expense budget.
- Develop and maintain a positive working relationship with the FA’s, Regional Leadership and Branch office Administrators.
- Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis
- Strong desire to be successful
- Demonstrated history of successful life insurance sales in a point of sale or retail environment
- Strong disciplined work ethic with a record of executing sales plans and achieving sales goals
- Well-developed organizational skills and the ability to successfully manage multiple issues.
- Attention to detail and quality of service in all aspects of relationship management
- Excellent customer service skills. Ability to quickly identify and respond to internal and external customer needs
- Promptly resolves internal and external customer problems with an ability to overcome obstacles in general
- A strong sense of urgency and a desire to succeed
- Strong background of fully underwritten and permanent life sales strategies
- Ability to travel within assigned territory at least 50% of the time
- State Life & Health license required
- Series 6 & 63 license required
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