Business Underwriters Associates, LLC

Regional Vice President

Description:

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Business Underwriters Associates has an exciting sales opportunity working with Concourse Financial Group Distributors in the financial services industry as an External Point of Sale Life Wholesaler within Edward Jones Financial Advisors currently in the select territories of (IL, MN, OH, PA, IN, WI) with more to come.

Work Location:  This position is remote.

Responsibilities:

  • Point of sale activities 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 

Education and Experience:
  • Required Experience: 5-7 years of relevant experience
  • Required Education: Bachelor's degree (4-year degree)
Competencies:

  • Ability to work in a strong team environment

  • 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

  • Has either a retail or point of sale background in life insurance sales

  • State Life & Health license required

  • Series 6 & 63 license required

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $55,000-$60,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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Employment Type:

Full-Time