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- Develop and execute a comprehensive national distribution strategy across bank and broker-dealer channels for annuity and life insurance product lines
- Establish and achieve annual sales, revenue, profitability, and market share objectives
- Identify distribution opportunities, competitive threats, industry trends, and market dynamics
- Develop multi-year channel strategies and lead strategic planning, forecasting, and business reviews
- Lead Divisional Vice Presidents, Regional Vice Presidents, wholesalers, and broader distribution teams
- Build organizational capability through talent development, succession planning, leadership coaching, and performance management
- Own channel sales performance, growth, profitability, advisor engagement, and market expansion
- Monitor business performance, pipeline activity, productivity metrics, and territory effectiveness
- Use data, analytics, and market intelligence to optimize resource allocation and channel performance
- Drive sales initiatives, campaigns, product strategies, and advisor engagement programs
- Partner with Product Development and Marketing to align solutions with advisor, platform, and customer needs
- Provide market insights influencing product innovation and competitive positioning
- Support product launches, training, and sales enablement across channels
- Collaborate with executive leadership and enterprise functions on growth strategies, operational excellence, and regulatory adherence
- Deliver executive-level reporting, strategic recommendations, and market insights
- Champion technology adoption, digital transformation, and modernization initiatives
- Represent Prosperity Life at industry conferences, broker-dealer events, leadership forums, and strategic partner meetings
- Build executive relationships with banks, independent broker-dealers, home offices, OSJs, and centers of influence
- Strengthen Prosperity Life's reputation as an annuity and life insurance provider
- Serve as a thought leader on distribution trends, retirement planning, and advisor practice growth
Requirements
- 15+ years of progressive leadership experience in financial services distribution, insurance, annuities, wealth management, or retirement solutions
- 10+ years of leadership experience managing sales leaders and large-scale distribution organizations
- Proven success leading bank, wirehouse, regional broker-dealer, and independent broker-dealer distribution channels
- Deep expertise in annuity products, life insurance solutions, retirement income planning, wealth accumulation, and advisor distribution models
- Demonstrated ability to build strategic partnerships and influence executive-level stakeholders internally and externally
- Strong track record of achieving significant sales growth, increasing market share, and delivering business results
- Experience leading organizational transformation, technology adoption, and large-scale change initiatives
- FINRA Series 6 or 7, 63, and 24 preferred
- Bachelor's degree required; advanced degree preferred
Core Competencies
Demonstrates extensive leadership in financial services distribution, with a focus on annuity and life insurance products. xayajpt Proven ability to drive sales growth, build strategic partnerships, and lead large-scale distribution organizations while optimizing channel performance through data-driven insights.
Highest-signal resume keywords
- Financial Services Distribution Leadership
- Annuity Products Expertise
- Sales Growth Achievement
- Strategic Partnership Development
- Organizational Transformation Leadership
Hard Skills
- Sales Strategy Development
- Market Analysis
- Performance Management
- Data Analytics
- Channel Optimization
- Product Launch Support
- Forecasting
- Business Review Leadership
- Advisor Engagement Programs
- Regulatory Adherence
Soft Skills
- Leadership Coaching
- Talent Development
- Executive Relationship Building
- Influencing Stakeholders
- Collaboration
Certifications & Qualifications
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 24
Industry Keywords
- Annuities
- Life Insurance
- Wealth Management
- Retirement Solutions
- Broker-Dealer Channels
- Distribution Strategy
- Market Share Objectives
- Sales Initiatives
- Advisor Distribution Models
- Organizational Change Initiatives
Tools & Technologies
- Market Intelligence Tools
- Sales Enablement Platforms
- Digital Transformation Technologies
SVP, Head of Bank & Broker-Dealer Channel Distribution Arbeitgeber: Jobtailor
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