Summary

The Divisional Vice President (DVP) serves as a senior sales leader responsible for driving annuity sales growth across Prosperity’s bank and broker‑dealer distribution channels. This role oversees a team of Regional Vice Presidents, providing strategic direction, coaching, and territory leadership to ensure execution of sales objectives and alignment with the firm’s distribution strategy.

The DVP plays a critical role in talent development, performance management, and strengthening advisor and partner relationships across the division. The ideal candidate combines deep annuity expertise with strong leadership capability, strategic planning skills, and the ability to manage high‑impact field distribution teams.

Skills

• Sales Leadership: Demonstrated ability to lead, motivate, and develop high‑performing wholesaling teams.
• Strategic Planning: Proven ability to design and execute regional sales strategies and territory plans.
• Annuity & Retirement Expertise: Deep understanding of annuity products, retirement income solutions, and competitive positioning.
• Relationship Management: Strong ability to cultivate and maintain relationships with key advisors, centers of influence (COIs), and strategic distribution partners.
• Performance Management: Skilled at setting expectations, driving accountability, and coaching teams to exceed production goals.
• Cross‑Functional Collaboration: Ability to partner effectively with Product, Marketing, Compliance, and senior leadership to support enterprise growth.
• Market Awareness: Knowledge of industry trends, regulatory changes, and competitive landscape.
• Financial & Operational Discipline: Ability to prudently manage territory travel & expense (T&E) budgets.
• Communication Excellence: Strong executive‑level communication, presentation, and influencing skills.
• Talent Development: Ability to identify, recruit, onboard, and grow high‑potential sales talent.
• Technology: Strong command of CRM systems, sales enablement platforms, and analytics tools, with the ability to translate data into actionable strategy.

Major Duties and Responsibilities

• Lead, coach, and develop a team of Regional Vice Presidents to drive annuity sales across bank and broker‑dealer partner firms.
• Establish and execute regional sales strategies and coordinate territory plans.
• Monitor sales performance, pipeline development, and activity metrics to ensure consistent progress toward production goals.
• Conduct regular field travel, including joint advisor meetings, branch visits, and coaching sessions with team members.
• Collaborate with Product, Marketing, and leadership teams to ensure alignment of sales strategies and competitive positioning.
• Manage T&E budgets responsibly while supporting growth objectives and maximizing field impact.
• Partner with senior leadership on distribution strategy, strategic initiatives, and emerging market opportunities.
• Support and deepen key advisor relationships, COIs, and large strategic partner firms.
• Ensure alignment with all compliance, supervisory, and regulatory standards.
• Recruit, onboard, and develop top sales talent to strengthen distribution capacity and performance.
• Leads the adoption and integration of digital tools, CRM enhancements, and sales technology platforms across the Bank and Broker Dealer channels to improve productivity, visibility, and scalability.
• Uses advanced analytics, market intelligence, and performance insights to shape channel strategy, optimize territory design, and identify growth opportunities.
• Champions a data‑driven culture by ensuring divisional leaders and wholesalers understand and effectively use reporting tools, dashboards, and analytics to drive performance.

Key Success Metrics

• Achievement of regional sales growth and production targets
• Team productivity, advisor activity levels, and pipeline development
• Advisor engagement and penetration within key partner firms
• Talent development, team retention, and leadership bench strength
• Strength of strategic partner relationships and market positioning

Job Qualifications

• 10+ years of financial services sales or wholesaling experience, preferably in annuities and retirement solutions.
• 5+ years of leadership experience managing external wholesale or field sales teams (preferred).
• Deep knowledge of annuity products, retirement income strategies, and bank/BD distribution dynamics.
• Proven track record of building, developing, and leading high‑performing sales teams.
• FINRA Series 6 or 7, 63, 24, and/or 26 are not required but preferred.
• Strong communication, relationship management, and executive‑level presentation skills.
• Ability to thrive in a fast‑paced, growth‑oriented distribution environment with significant travel expectations.
• Demonstrated ability to lead teams through digital transformation and technology adoption.