SVP, Head of Bank & Broker-Dealer Channel Distribution

Stellenbeschreibung:

  • 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. 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

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Stelleninformationen

  • Veröffentlichungsdatum:

    16 Sep 2026
  • Standort:

    WorkFromHome
  • Typ:

    Vollzeit
  • Arbeitsmodell:

    Vor Ort
  • Kategorie:

  • Erfahrung:

    2+ years
  • Arbeitsverhältnis:

    Angestellt

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