Regional Director – Annuity Sales

This is a fully remote position, open to applicants in Alaska, +12 more states.

📋 Description

• Engage in face-to-face sales activities across the designated West territory, which includes meetings with advisors/producers, training seminars, agent conferences, back-office training sessions, appointments, and various field engagements.

• Establish and nurture relationships with advisors through proactive communication and visits.

• Discover new advisor partnerships and business possibilities, providing support via targeted sales campaigns, calls, follow-ups, and virtual meetings.

• Formulate and implement a territory sales strategy in collaboration with sales leadership and distribution partners.

• Prioritize advisor prospects, travel, requests for competitive activities, and sales initiatives to optimize annuity sales.

• Utilize company reporting tools, Salesforce, and other data sources to identify opportunities, assess territory trends, guide sales efforts, and document interactions and follow-ups.

• Oversee travel, entertainment, sponsorships, and other resources within the territory.

• Complete precise expense reports and pinpoint efficiency and return-on-investment opportunities.

• Maintain in-depth knowledge of F&G products, programs, practices, resources, and the competitive environment.

• Collaborate with National Sales, National Accounts, Senior Internal Wholesalers, and additional internal partners.

• Share product, competitive, relationship, and territory insights with internal and external stakeholders.

• Implement territory priorities and achieve established sales goals.

• Engage in team discussions, exchange best practices, and support the larger sales organization.

• Perform other responsibilities, tasks, and projects as assigned.

⛳️ Requirements

• Bachelor's degree; preferably in Business or Marketing, or equivalent industry experience.

• Industry-recognized certifications preferred, such as CLU, ChFC, or CFP.

• Over 3 years of wholesaling experience preferred.

• Proven success in sales and/or marketing roles.

• Capability to work autonomously as well as collaboratively in a home office setting.

• Proficiency in or willingness to learn Salesforce, illustration software, MS Teams, and PowerPoint.

• Exceptional verbal and written communication abilities.

• Strong presentation skills.

• Excellent time management, organizational, prioritization, and follow-up capabilities.

• Knowledge of the insurance industry and/or securities.

• Ability to cultivate effective working relationships within the organization.

• Strong computer skills.

• Regular and timely attendance is essential.

• Willingness to travel approximately 50% of the time.

🏝️ Benefits

• Options for in-office, hybrid, and remote work arrangements, determined with the leader during the hiring process.

• Employee-focused flexible/hybrid work environment.

• Reasonable accommodations available for applicants and candidates with disabilities.

• Equal opportunity employer.

• Opportunities for professional development and ongoing training.