Proactively develop,maintain, and grow annuity sales relationships with financial professionals of the Territory through ongoing financial professional profiling, continual relationship-building, and refining and refreshing financial professional base. This is done via in-person and virtual meetings, while documenting activities in Salesforce.
Execute on specific territory sales goals, activity expectations, and territory management with banks, credit unions,wirehouse, national/regional broker dealers, and independent broker dealers to maximize opportunities.
Develop and execute a strategic territory business plan, coordinate linkage between segmentation strategy and zones/rotation execution to drive top line revenue and sales results.
Completeminimumof 20 in-person meetings per week.
Deep understanding and knowledge of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends,demonstrateunderstanding of the annuity industry and competitive landscape.
Subject Matter Expert for MMSD Annuity products and positioning,be viewedas a resource for financial professionals for competitive situations.
Understand the selling process, including questioning techniques to discover and confirm client needs, strong listening skills, acknowledging of client questions, concerns, and overcoming objections. Demonstrateproficiencyof sales presentations skills, both virtual and in person,demonstrateadvanced presentation skills for variety size of audience, ability to present with a high degree of audience participation and buy-in. Possess experience with a variety of presentation medium (Zoom, PowerPoint, etc.).
Communicate confidently with your customer base to drive sales in partnership with your territory’s internal wholesaler, speak & present ideas effectively, communicating in person, virtually, in writing, phone, e-mail, and other methods,possesseffective conflict resolution.
Optimizetime management by prioritizing high-value tasks, streamlining communications with financial professionals and team members, while managingutilizationand allocation of resources appropriately and efficiently.
Be trustworthy, adhere to high ethical standards, adhere to the letter and spirit of applicable laws, rules, regulations, and company policies. Ability to be seen astrustedand valued business partner. Lead by example and inspire trust.
Effectively partner with internalwholesaler, new business, key account manager team, and relationship management team on escalations/prioritizations in territory to achieve goals.
Travel- up to 90% Travelrequired,typicallyinvolvingregular drivingwithin territory,managetravel & expense budget,maximization ofbudget resources.
Other duties as assigned.
