SVP, Head of Bank & Broker-Dealer Channel Distribution

• Develop and execute a comprehensive national distribution strategy across bank and broker-dealer channels for annuity and life insurance product lines
• Establish and achieve annual sales, revenue, profitability, and market share objectives
• Identify distribution opportunities, competitive threats, industry trends, and market dynamics
• Develop multi-year channel strategies and lead strategic planning, forecasting, and business reviews
• Lead Divisional Vice Presidents, Regional Vice Presidents, wholesalers, and broader distribution teams
• Build organizational capability through talent development, succession planning, leadership coaching, and performance management
• Own channel sales performance, growth, profitability, advisor engagement, and market expansion
• Monitor business performance, pipeline activity, productivity metrics, and territory effectiveness
• Use data, analytics, and market intelligence to optimize resource allocation and channel performance
• Drive sales initiatives, campaigns, product strategies, and advisor engagement programs
• Partner with Product Development and Marketing to align solutions with advisor, platform, and customer needs
• Provide market insights influencing product innovation and competitive positioning
• Support product launches, training, and sales enablement across channels
• Collaborate with executive leadership and enterprise functions on growth strategies, operational excellence, and regulatory adherence
• Deliver executive-level reporting, strategic recommendations, and market insights
• Champion technology adoption, digital transformation, and modernization initiatives
• Represent Prosperity Life at industry conferences, broker-dealer events, leadership forums, and strategic partner meetings
• Build executive relationships with banks, independent broker-dealers, home offices, OSJs, and centers of influence
• Strengthen Prosperity Life's reputation as an annuity and life insurance provider
• Serve as a thought leader on distribution trends, retirement planning, and advisor practice growth

• 15+ years of progressive leadership experience in financial services distribution, insurance, annuities, wealth management, or retirement solutions
• 10+ years of leadership experience managing sales leaders and large-scale distribution organizations
• Proven success leading bank, wirehouse, regional broker-dealer, and independent broker-dealer distribution channels
• Deep expertise in annuity products, life insurance solutions, retirement income planning, wealth accumulation, and advisor distribution models
• Demonstrated ability to build strategic partnerships and influence executive-level stakeholders internally and externally
• Strong track record of achieving significant sales growth, increasing market share, and delivering business results
• Experience leading organizational transformation, technology adoption, and large-scale change initiatives
• FINRA Series 6 or 7, 63, and 24 preferred
• Bachelor's degree required; advanced degree preferred

Demonstrates extensive leadership in financial services distribution, with a focus on annuity and life insurance products. Proven ability to drive sales growth, build strategic partnerships, and lead large-scale distribution organizations while optimizing channel performance through data-driven insights.

• Financial Services Distribution Leadership
• Annuity Products Expertise
• Sales Growth Achievement
• Strategic Partnership Development
• Organizational Transformation Leadership

• Sales Strategy Development
• Market Analysis
• Performance Management
• Data Analytics
• Channel Optimization
• Product Launch Support
• Forecasting
• Business Review Leadership
• Advisor Engagement Programs
• Regulatory Adherence

• Leadership Coaching
• Talent Development
• Executive Relationship Building
• Influencing Stakeholders
• Collaboration

• FINRA Series 6
• FINRA Series 7
• FINRA Series 63
• FINRA Series 24

• Annuities
• Life Insurance
• Wealth Management
• Retirement Solutions
• Broker-Dealer Channels
• Distribution Strategy
• Market Share Objectives
• Sales Initiatives
• Advisor Distribution Models
• Organizational Change Initiatives

• Market Intelligence Tools
• Sales Enablement Platforms
• Digital Transformation Technologies