区域副总裁 - Concourse(南加州区域)
Regional Vice President - Concourse (Southern CA Territory)
我们的工作影响数百万人的生活,你可以成为其中一员。
我们帮助客户抵御生活中的不确定性。无论你在公司哪个岗位,你都将帮助客户在最需要的时候获得保障和安心。
Concourse Distributors 在金融服务业有一个令人兴奋的销售机会,作为外部销售点人寿批发商,在南加州地区拜访 Edward Jones 金融顾问。
员工福利:
我们致力于通过广泛的福利计划保护员工及其家庭的福祉。除了提供全面的健康、牙科和视力保险外,我们还通过心理健康福利和员工援助计划支持员工的情绪健康。工作与生活的平衡很重要,Protective 提供多种带薪休假福利(例如带薪休假、带薪育儿假、短期残疾假期和文化纪念日)。员工的财务健康与身体和情绪健康同样重要。一些财务健康福利包括对医疗账户的贡献、养老金计划以及有公司匹配的 401(k) 计划。所有员工都被鼓励通过参与 ProHealth Rewards——Protective 的平台,改善健康状况并赚取现金奖励,以保护自身的整体健康。
某些福利的资格可能根据职位不同而有所差异,具体以公司福利计划条款为准。
有残疾申请人的便利措施:
如果你因残疾需要在申请和招聘过程中获得便利措施,请发送邮件至 eric.hess@protective.com。此信息将被保密,并仅用于确定适合的便利措施。
请注意,上述邮箱仅用于有残疾的申请人请求便利措施。一般性的就业问题不应通过此流程发送。
我们自豪地作为一家平等机会雇主,致力于包容性,吸引、保留并发展一支多元化的团队。
职责
- 与 Edward Jones 金融顾问及其客户进行销售点批发
- 参与并主持公开研讨会
- 为 Edward Jones 分支办公室提供客户解决方案和销售支持
- 负责区域路线规划、优先级安排、生产预测、产品推广
查看英文原文
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Concourse Distributors has an exciting sales opportunity in the financial services industry as an External Point of Sale Life Wholesaler while calling on Edward Jones Financial Advisors in the Southern California Territory.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Responsibilities
- 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
Required Qualifications
- 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