RVP External Wholesaler (Houston)

Regional Vice President (Tampa/St. Pete) External WholesalerSoftware Guidance & Assistance, Inc., (SGA), is searching for a Regional Vice President (Tampa/St. Pete) External Wholesaler for a full time assignment with a leading global alternative investment and insurance platform. This is a fully remote field-based position requiring regular travel throughout the Tampa/St. Pete Florida territory.We are seeking a high-performing External Wholesaler / Regional Vice President to drive sales growth and advisor engagement across the St. Pete/Tampa Florida Territory. The firm manages a broad platform spanning alternatives, retirement, insurance with a focus on annuities, and investment solutions and is known for its institutional-caliber product suite, strong brand recognition, and entrepreneurial culture.This is a highly visible territory management role focused on growing advisor relationships, driving annuity and insurance sales, and partnering closely with internal sales teams to expand market share across key distribution channels.What You'll Be DoingOwn and grow a high-potential Florida (Tampa/St. Pete) territory focused on financial advisors, independent broker dealers, wirehouses, RIAs, and insurance-affiliated distribution partnersBuild and deepen relationships with advisors through consistent in-person meetings, territory travel, branch presentations, workshops, and client eventsDrive territory sales growth through strategic business development and disciplined territory managementPartner closely with Internal Wholesalers to execute coordinated sales strategies and maximize advisor penetrationPosition retirement and insurance solutions effectively by understanding advisor practices, client needs, and market trendsConduct educational presentations, seminars, and portfolio discussions with advisors and centers of influenceMaintain a strong activity pipeline and leverage CRM/sales tools to manage territory performance and advisor engagementDevelop and execute business plans around target firms, high-opportunity advisors, and key growth channelsLooking ForProven success as an External Wholesaler, Regional VP, or financial services sales professional within annuities, retirement, insurance, asset management, or wealth distributionStrong relationship-building and territory development skills with the ability to drive new business while maintaining existing advisor relationshipsTrack record of meeting or exceeding sales goals in a highly competitive marketStrong presentation and communication skills with the ability to influence financial advisors and branch leadershipHighly self-motivated, entrepreneurial, organized, and comfortable operating independently in the fieldExperience working closely with Internal Wholesalers and broader distribution teamsFamiliarity with Salesforce or similar CRM platforms preferredAbility to quickly learn product lines, market positioning, and competitive landscapeLicensing RequirementsActive Series 7 and 63 licenses requiredActive Life & Health licenses requiredAbility to obtain and maintain non-resident licenses throughout the territory as neededPreferred Background510+ years of wholesaling or financial services distribution experienceExperience covering Tampa/St. Pete Florida advisor relationships strongly preferredBackground in annuities, retirement income solutions, alternatives, or insurance-based products is highly attractiveStrong upside potential tied directly to territory production and growthComprehensive benefits package and long-term career growth opportunity within a highly respected global platform