Regional Vice President, Banks/Wires/Agencies Remote (anywhere in United States)

The Company is seeking a Regional Vice President to build and manage relationships with financial advisors across banks, wirehouses, and agencies, with the goal of growing sales in the assigned territory. Responsibilities include developing territory business plans, recruiting and supporting advisors, delivering product and sales training, and coordinating with internal sales partners to develop leads and follow up. The role also involves managing territory resources and expenses, maintaining advisor and sales activity records, and keeping advisors informed about product and service updates. Candidates 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 is preferred. External wholesaling experience in annuities or investments is also preferred. Required credentials include the Securities Industry Essentials exam, FINRA Series 6 or 7, FINRA Series 63, and a state insurance license. Applicants should bring strong presentation, communication, sales, and marketing skills, a record of territory growth, and confidence using technology and customer databases.

Hiring Company

PPM America, Inc.