Regional Vice President, Life Brokerage
Corebridge FinancialAbout the role
Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who we are
Corebridge Financial helps people make some of the most important decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our customer-focused service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Get to know the business
Corebridge Financial is a unique franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. It holds longstanding, leading market positions in many of the markets it serves in the U.S.
About the role
The Regional Vice President (RVP) for Life Sales is the central resource and relationship manager for their assigned territory. Reporting to the National Sales Manager of Corebridge Financial Life, this position’s primary focus is on business development with responsibility for product positioning, marketing strategies, planning, research and problem solving.
Job Functions/Responsibilities
- The RVP is responsible for developing regional business plans that achieve and exceed sales targets for their assigned territory.
- Prioritizes business plans through BGA segmentation in order to achieve highest return on sales production.
- Actively manages informal/formal applications to maximize placement and production.
- Continuously analyzes territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly. Must work closely with NSM to develop and implement segmentation initiative in the region.
- Builds and maintains strong relationships with BGA customers and Producers in order to establish and achieve sales targets. Serves as the initial contact for problem resolution. Researches accounts and/or elevates issues to solve problems.
- Leads or coordinates training, webcasts and conference calls for BGA staff and Producers.
- Proactively sets sales meetings visits and prepares agendas in advance (going in with a purpose). Afterwards, summarizes next steps and follows through on commitments.
- Partners closely with assigned Internal Wholesaler, providing continuous communication on sales ideas, case management and BGA needs in order to advance sales within region.
- Organizes and maintains up-to-date activities in our CRM.
- Reports sales activity and production as required.
- Maintains successful relationships with internal clients including but not limited to Marketing, Compliance, Underwriting and Operations.
- Maintains ongoing knowledge on industry trends, UW regulations, advanced marketing concepts and company products.
- Leverages the Company’s expertise by working effectively with areas such as Product Development, Competition & Research, Advanced Sales, etc.
- Consistently looks for “value adds” through service and selling ideas.
- Keeps an ethical and compliant region based on company and regulatory standards.
- Operates the region on a cost effective basis within budget as determined by the company.
Skills and Qualifications
- Expert knowledge of Life Insurance (Term, IUL, UL, VUL, and WL) and familiarity with Advanced Sales concepts.
- Strong communication skills (verbal and written) and excellent presentation skills.
- Strong listening skills required.
- Requires a demonstrated record of initiative, leadership, problem-solving and
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