Regional Vice President-Financial Institutions​/Broker Dealer- TX

Join Western & Southern - Somewhere You Want to Be

At Western & Southern, is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 135 years, our long-term success is fueled by a deep commitment to customer service and our community.

Recognized again as one of the top 100 companies by the American Opportunity Index (AOI) for our commitment to career growth and employee development. We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.

Hear what our associates say about their experience at W&S!

Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

A Regional Vice President or External Wholesaler initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors within assigned territory. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis.

Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry in Dallas, Texas.

• FINRA Series 6 or 7, 63 and appropriate state insurance licenses upon hire
• Prepares business plans and schedules; conducts outside and inside sales calls to financial professionals to influence them to sell and promote fixed income and variable annuities, life insurance and mutual funds within an assigned territory.
• Conducts one-on-one meetings, seminars and training sessions with both financial professionals and retail clients; generally uses W&SFGD prepared materials; and may collaborate with RTDM/RSM and/or VP, Business Development, and/or VP, Wholesaler Development, for materials and approach.
• Coaches individual sales personnel on selling techniques.
• Conducts product and non-product-specific educational seminars to bank and non-bank customers.
• Reviews periodicals on the market, fund performance, economy and product position strategy, and manager philosophy to engage in topical conversations in the financial institutions environment.

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.

Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at