The Regional Vice President (RVP) is a key Franklin Madison brand champion in market responsible for driving business development and sales within his/her assigned territory of Financial Institutions. This role is instrumental in driving growth for the Insurance Services Division by leading the full sales cycle, from prospecting and relationship-building to deal negotiation and closing. The ideal candidate will demonstrate a consultative sales approach, deep industry knowledge, and the ability to build and maintain executive-level relationships with financial institution leaders. 

Responsibilities:

Business Development 

• Identify and curate relationships with decision makers at prospective banks and credit unions to introduce and promote insurance protection products.
• Develop and leverage strategic partnerships with brokers and consultants to gain access to select financial institutions utilizing a variety of networking channels.
• Demonstrate a client-centered approach in seeking to understand their needs and leveraging mastery of the Franklin Madison value proposition to position relevant solutions as part of a personalized engagement approach. 
• Utilize approved CRM tools and reporting to ensure pipeline is actively managed and appropriate documentation visible to senior leaders.

Deal Development and Contracting 

• Qualify prospects and collect the needed data to perform preliminary marketing estimates.
• Collaborate with Finance (and others as appropriate) to initiate the proposal process.
• Leverage internal resources to finalize presentation, which incorporates supporting sales collateral and approved proforma.
• Negotiate mutually agreeable deal terms, leveraging SMEs as needed to finalize contracts and secure authorized signatures.

Onboarding Meetings and Documentation

• Partner with appropriate support resources to coordinate a “kick-off meeting” where all relevant stakeholders from the financial institution, broker or consultant (if utilized), and internal departments to review expectations and ensure maximum engagement and alignment with marketing terms.
• Leverage established processes and tools to document all phases of implementation to ensure a smooth onboarding journey for the client.
• Transition day-to-day client engagement and relationship management to assigned colleague yet remain involved for key meetings (e.g.; QBRs) and as an escalation point for critical issues.

Additional Strategic Actions 

• Develop and continuously refine sales strategy to achieve key milestones and sales goals assigned by leadership.
• Strategically leverage databases and social media to grow professional network.
• Become a respected thought leader that professionally represents the Franklin Madison brand and contributes meaningfully to industry discourse related to select topics.
• Collaborate with other Sales Team members to identify and cross-pollinate best practices and solicit feedback to assist with professional development and growth.
• Be a role model for colleagues by acting with integrity and honesty.
• Fostering open communication, respect, and build trust across the organization.
• Be willing to take risks and challenge the status quo to pursue greatness.

• Bachelor’s degree (business administration, finance, insurance, or a related major preferred).
• Minimum 7+ years of experience in sales, with at least 2 years in business development or B2B sales roles. 
• Have an existing network in the financial institution space and the ability to connect confidently with senior-level decision makers.
• Demonstrated history of successful contract negotiation in complex sales situations.
• Ability to demonstrate passion for the product and process.
• Ability to manage rapidly changing priorities and opportunities.
• Self-motivated sales professional with strong organizational skills and attention to detail.
• Persistent, results driven individual with a strategic mindset. 
• Excellent communication skills, both verbal and written.
• Familiarity with Salesforce and Microsoft Office products.
• Ability to travel up to 50%