
Western & Southern Financial Group
Financial Services · 5.3k people
Regional Sales Vice President
Posted 29 Oct
What’s this role about? The Regional Sales Vice President is responsible for meeting regional life and annuity sales goals by recruiting and maintaining relationships with General Agents. They provide product training, sales support, and strategic market insights to ensure profitable business growth within their assigned territory.
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Company
About Western & Southern Financial Group Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. is the parent company of a group of diversified financial services businesses that includes the following: • The Western and Southern Life Insurance Company • Western-Southern Life Assurance Company • Columbus Life Insurance Company • Gerber Life Insurance Company¹ • Integrity Life Insurance Company • The Lafayette Life Insurance Company • National Integrity Life Insurance Company • Eagle Realty Group, LLC • Fabric by Gerber Life • Fort Washington Investment Advisors, Inc.² • Gerber Life Agency³ • Touchstone Advisors, Inc.² • Touchstone Securities, Inc.⁴ • W&S Brokerage Services, Inc.² ⁴ • W&S Financial Group Distributors, Inc.⁵ ¹Gerber Life is a registered trademark. Used under license from Société des Produits Nestlé S.A. and Gerber Products Company. ²An SEC registered investment adviser. ³In the State of California, Gerber Life Agency, LLC is known as and does business as Gerber Life Insurance Agency, LLC. ⁴A registered broker-dealer and member FINRA/SIPC. ⁵ W&S Financial Group Distributors, Inc. (doing business as W&S Financial Insurance Services in CA). For more information on the Western & Southern family of companies, visit www.westernsouthern.com. For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures.
Western & Southern Financial Group

Responsibilities
- Recruits new GAs in assigned territory who meet the Company's quality standards to write profitable business. Maintains strong and positive relationships with existing GAs in their region who write profitable business for LLIC.
- Provides orientation, product training and direct sales support to new and existing GAs in assigned territory or as directed when needed.
- Develops close coordination and working relationship with Internal Wholesaler in executing field activities. Works closely with the Internal Wholesaler to solicit and promote the sale of LLIC products with new and existing GAs.
- Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes all LLIC products, embedded sales driven features, sales systems, product introductions and enhancements/updates. Operational procedures knowledge includes new business submissions, underwriting and issue procedures, securities office procedures, commissions and state filing approvals.
- Offers input to LLIC on ways to improve product sales and service. Maintains a high level of awareness of competitors and shares timely information with Internal Wholesaler and other Home Office staff on competitors' products and industry trends.
- Manages expenses prudently within assigned expense parameters. Provides regional recruiting, sales and expense reports to management in a timely manner.
- Keeps up with the trends in our business, networking and being aware of our competitors' strategies and major operational initiatives.
- Performs other duties as assigned.
- Complies with all policies and standards.
Qualification
Required
- Bachelor's Degree In business or related field or commensurate industry experience. - Required
- Proven significant experience in the life insurance business. Understands agency management and has a successful track record of managing a region and recruiting new GAs. - Required
- Demonstrated subject matter expertise of life insurance and annuity products and understands agency management and structures - Required
- Demonstrated subject matter expertise on agency/IMO agent contracting and commissions. - Required
- Proven strong knowledge of life insurance and annuity websites and its uses as an information and communication tool for GA's, IMO's, advisors and staff - Required
- Demonstrated strong knowledge of whole life illustration software including integration with the various selling systems Lafayette Life interacts with - Required
- Demonstrated ability to create and present effective whole life and annuity product presentations, training presentations and can position Lafayette Life's business advantages in all virtual media and in-person formats - Required
- Proven ability to be self-motivated and goal-oriented. - Required
- Demonstrated team player and able to compromise for the betterment of LLIC. - Required
- Proven good negotiating and problem-solving skills. - Required
- Working knowledge of Microsoft Office applications. - Required
- Working knowledge of extranet and product illustration software - Required
- State insurance license. Upon Hire - Required
- Extensive travel required (50-70%).
- The salary ranges posted reflect our targeted base pay hiring range for the position. The final determination on base pay for any position will be determined based on multiple factors to ensure pay equity within the organization. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives whereby total compensation may exceed base salary depending on individual performance.
Preferred
- This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Extended hours required during peak workloads or special projects/events.
- Valid Driver's License with a safe driving record
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