Regional Vice President, Independent SE Remote (anywhere in Maryland) + 1 more

The Company is seeking a Regional Vice President to build and manage relationships with broker-dealer advisors and grow sales across an assigned territory. Responsibilities include developing a territory business plan, recruiting and supporting advisors, and delivering product and sales training through meetings, seminars, and conferences. The role also involves coordinating with internal sales partners, managing territory resources and expenses, maintaining advisor and sales activity records, and following up on leads and campaigns. The successful candidate will work independently and spend substantial time meeting with advisors. Applicants must have a bachelor’s degree and at least three years of sales experience in investments, mutual funds, insurance, or annuities; five or more years and external wholesaling experience are preferred. Required credentials include the Securities Industry Essentials exam, FINRA Series 6 or 7, FINRA Series 63, and a state insurance license. Candidates should bring strong presentation, communication, sales, and marketing skills, along with experience growing a territory and proficiency with CRM systems, databases, and other technology. Knowledge of investment and annuity products and the ability to travel extensively are also required.

Hiring Company

PPM America, Inc.