Job Details

Regional VP, Bank & BD - Pac West Region VirtualJob Description Posted Thursday, March 19, 2026 at 5:00 AMRegional Vice President, Bank & Broker Dealer ChannelsThis role is needed to specifically support the Pac West Region (CA, OR, WA, ID, MT, NV, HI, AK).About Us:We're a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater, and the same is true for our people. As we grow, we're redefining how great talent connects with meaningful work; enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you're a relationship-focused wholesaler who enjoys rolling up your sleeves, developing advisors, driving sales, and executing territory strategy - you'll thrive here!About the Role:We're looking for a Regional Vice President (RVP) of Bank & Broker Dealer Channels who thrives in the field, builds lasting advisor relationships, and is motivated by driving annuity sales growth. In this role, you'll take ownership of an assigned territory, working directly with bank and broker dealer partners to position Prosperity's annuity solutions within client portfolios.You'll collaborate closely with an Internal Wholesaler and sales leadership to execute a dynamic territory strategy centered on advisor education, engagement, and production momentum. The ideal RVP combines strong annuity expertise with a hands-on, relationship driven approach and a proven ability to consistently deliver results.What You'll Do:Drive Annuity Sales GrowthOwn and execute annuity sales growth within an assigned geographic territory across Prosperity's bank and broker dealer‑ partnersDevelop and implement a comprehensive territory business plan aligned with production, asset, and growth goalsIdentify, cultivate, and expand relationships with high potential‑ advisors and strategic partner firmsBuild & Deepen Distribution RelationshipsDevelop strong, trusted relationships with financial advisors, branch leadership, and home office‑ investment teamsServe as a consultative partner, understanding advisor needs and positioning Prosperity's annuity solutions within client portfoliosStrengthen Prosperity's presence and credibility across bank and broker dealer‑ platformsDeliver impactful group presentations, branch training sessions, and client seminarsEducate advisors on annuity products, retirement income strategies, and portfolio applicationsAct as a subject matter‑ expert on Prosperity's solutions and competitive positioningExecute Coordinated Team SellingPartner closely with an assigned Internal Wholesaler to execute proactive outreach, call campaigns, and follow-up‑ strategiesCollaborate with Product, Marketing, and Sales Leadership to align territory initiatives and sales messagingContribute field insights that help refine product positioning and go to market‑ strategiesManage Pipeline & Territory ActivityMaintain a disciplined, data driven‑ approach to CRM usage, pipeline development, and activity trackingMonitor territory performance, advisor engagement, and sales momentum to ensure consistent coverageUse activity and pipeline data to prioritize efforts and drive predictable resultsOperate with Integrity & ComplianceMaintain full compliance with all regulatory, supervisory, and firm policiesRepresent Prosperity with professionalism and integrity in all advisor and partner interactionsWhat You'll Bring:5+ years of wholesaling or financial advisor experienceStrong knowledge of annuities, retirement income strategies, and competitive positioningProven track record of sales growth and effective territory managementExcellent presentation, communication, and relationship building skillsFINRA Series 6 or 7 and Series 63 (or ability to obtain within required timeframe)Ability to thrive in a fast paced, highly relationship-driven distribution environmentCore Competencies:Sales Execution Excellence: Consistently drives annuity production by balancing strategic territory planning with disciplined, hands-on field executionRelationship Leadership: Builds deep, trusted relationships with financial advisors, branch leadership, and home office partners across bank and broker‑ dealer channelsConsultative Selling: Identifies advisor's needs, positions appropriate annuity solutions, and guides the sales process with credibility and confidenceTerritory & Pipeline Management: Operates with structure and accountability—using CRM, activity metrics, and pipeline data to manage coverage and forecast resultsCollaboration & Team Selling: Partners effectively with Internal Wholesalers, Product, Marketing, and Sales Leadership to deliver coordinated sales effortsCommunication & Influence: Delivers clear, compelling presentations and education that resonate with advisors and senior stakeholdersBusiness Acumen: Understands annuity products, retirement income strategies, and competitive positioning within complex distribution environmentsAdaptability: Thrives in a fast paced, growth-oriented organization and adjusts approach as markets, products, and priorities evolveIntegrity & Compliance: Operates with professionalism, accountability, and strict adherence to regulatory and firm standardsWhat We Offer:A collaborative, inclusive environment that values authenticity, accountability, and partnershipThe opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's nextA variable compensation package with a base range of $90k-100kA competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insuranceRemote/hybrid work arrangement with significant travelAt Prosperity, we are committed to equal employment opportunities and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.#J-18808-Ljbffr