Senior Securities & Markets professional at MUFG responsible for data stewardship and clarity. Collaborating with teams to improve the quality and usability of Securities & Markets data.
About the role
- Regional Vice President supporting the Independent Planner Channel within Chicago, IL market. Managing advisor relationships and driving annuity sales with significant travel involved.
Responsibilities
- Develop and manage consultative relationships with existing Third Party advisors.
- Assess and identify the needs of advisor clients in order to promote new products.
- Develop new producers while retaining existing producers to grow market share in excess of 15%.
- Educate and train advisors on Annuity products.
- Champion for headquarters marketing campaigns at local client level.
- Develop new relationships. Responsible for territory management.
- Utilize internal sales desk for enhanced customer service.
- Follow up on Internal Sales Desk leads.
- Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities.
Requirements
- FINRA Series 6 or 7 and Series 63 registrations
- Resident State Life, Health and Variable Annuities Insurance license
- Thorough knowledge of Variable Annuities and Mutual Funds
- 2+ years direct sales experience
Benefits
- medical
- dental
- vision
- 401(k) plan
- paid time off
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