Regional Vice President - Concourse (Southern CA Territory) at Protective

This role is ideal for an experienced life insurance professional who thrives in a "point of sale" environment. You should have a proven track record of selling

Work type: remote

Location: Work From Home

Salary: $125,000/yr

Type: Full-time

Summary

This role is ideal for an experienced life insurance professional who thrives in a "point of sale" environment. You should have a proven track record of selling fully underwritten and permanent life insurance products and feel comfortable partnering directly with financial advisors to close deals. While the title is "Regional Vice President," the focus is on external wholesaling and territory management within the Edward Jones network. This is a **fully remote, territory-based position** covering Southern California, offering a base salary of $125,000. It combines the independence of remote work with the high-energy pace of field sales, requiring about 50% travel. You’ll have significant autonomy over your territorial routing, expense budget, and sales plans, making it a great fit for a disciplined self-starter who enjoys relationship management. **You might be a good fit if you:** * Already hold your **State Life & Health, Series 6, and Series 63** licenses. * Have deep expertise in permanent life insurance strategies and the underwriting process. * Are a confident public speaker capable of leading seminars for both advisors and clients. * Live in Southern California and are comfortable with frequent regional travel.

Job Description

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.

## 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

• 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

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