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 large community and small regional banks.  The 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 to introduce and promote insurance protection products.
• Develop and leverage strategic partnerships with consultants, associations and other networking groups to gain access to prospect banks.
• 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 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 banking 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%