Regional Director – Annuity Sales, SE Territory

This is a fully remote position, open to applicants in Alabama, +7 more states.

📋 Description

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

• Build and sustain business relationships with advisors through proactive outreach and visits.

• Discover new advisor partnerships and business prospects, supporting them through focused sales campaigns, phone calls, follow-ups, and virtual meetings.

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

• Prioritize advisor opportunities, travel, competing activity requests, and sales initiatives to optimize annuity sales and enhance territorial impact.

• Utilize company reporting, Salesforce, and other resources to pinpoint opportunities, assess territory trends, direct sales efforts, and document advisor interactions and follow-ups.

• Manage travel, entertainment, sponsorship, and other territorial resources in a responsible manner.

• Complete precise expense reporting and identify opportunities for increased efficiency and return on investment.

• Stay updated on F&G products, programs, practices, resources, and the competitive landscape.

• Promote F&G solutions, address advisor requirements, and identify sales opportunities.

• Collaborate with the National Sales VP, National Accounts VPs, National Account Managers, Senior Internal Wholesalers, and other internal stakeholders.

• Relay product, competitive, relationship, and territory information to both internal and external parties.

• Take ownership of commitments, organization, follow-through, and execution in line with territory priorities and sales goals.

• Participate in team discussions, share best practices, and assist the wider sales organization.

• Undertake additional functions, duties, and projects as assigned.

⛳️ Requirements

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

• Preferred industry-recognized designations include CLU, ChFC, or CFP.

• A minimum of 3 years of wholesaling experience is preferred.

• Proven success in sales and/or marketing roles.

• Capability to work independently as well as collaboratively within a home office setting.

• Proficiency in company applications, including Salesforce, illustration software, MS Teams, and PowerPoint, or the ability to acquire proficiency.

• Outstanding verbal and written communication skills.

• Exceptional presentation abilities.

• Strong skills in time management, organization, prioritization, and follow-up.

• Knowledge of the insurance industry and/or securities.

• Ability to cultivate effective working relationships within the organization.

• A coachable attitude and a commitment to ongoing personal development.

• Strong computer skills.

• Regular and punctual attendance is required.

• Approximately 50% travel is expected.

🏝️ Benefits

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

• Employee-focused flexible work environment.

• Opportunities for professional development and continued growth in industry knowledge, product understanding, competitive insights, sales skills, and overall professional expertise.

• An environment that values coaching, collaboration, dynamism, and authenticity.

• Reasonable accommodations for applicants and candidates with disabilities.