Regional Director

This is a fully remote position, open to applicants in Maine, +2 more states.

📋 Description

• Create regional business strategies to meet and surpass sales objectives

• Prioritize business strategies by segmenting agents

• Evaluate changes in territory, trends, personnel shifts, and relationship necessities; adjust plans as needed

• Develop and execute regional segmentation initiatives in collaboration with the National Sales Manager

• Establish and nurture relationships with BGA clients and producers

• Act as the primary contact for resolving issues and escalate concerns when necessary

• Lead or coordinate training sessions, webcasts, and conference calls

• Schedule sales meetings and visits, create agendas, summarize next steps, and ensure follow-through

• Collaborate with the Internal Wholesaler on sales strategies, case management, and BGA requirements

• Oversee both informal and formal applications to optimize placement and output

• Keep organized records in the designated CRM

• Report on sales activities and production metrics

• Foster relationships with Marketing, Compliance, Underwriting, and Operations teams

• Stay informed about industry trends, underwriting regulations, advanced marketing strategies, and company offerings

• Work with Product Development, Competition & Research, and Advanced Sales teams

• Identify opportunities for value-added services and sales

• Uphold ethical standards and compliance within the region

• Manage the region effectively within budget constraints

⛳️ Requirements

• In-depth knowledge of Life Insurance products (Term, IUL, and WL)

• Understanding of Advanced Sales principles

• Strong written and verbal communication abilities

• Exceptional presentation and public speaking skills

• Excellent listening capabilities

• Proven initiative, leadership, problem-solving skills, and adaptability

• State Life & Health License required

• Bachelor’s Degree along with insurance designations (CLU and/or ChFC)

• FINRA Series 6 & 63 licenses or the ability to obtain them within 120 days of employment

• Minimum of 5 years of experience in life insurance sales

• Willingness to travel over 50%

🏝️ Benefits

• Medical, dental, and vision insurance options

• Mental health support and wellness programs

• 401(k) Plan with a dollar-for-dollar Company matching contribution of up to 6% of eligible pay

• Company contribution of 3% of eligible pay to the 401(k) Plan

• Immediate vesting of Company retirement contributions

• Confidential counseling services and resources available through the Employee Assistance Program

• Matching charitable donations at a 1:1 ratio, up to $5,000

• Up to 16 hours of volunteer time off annually

• A minimum of 24 Paid Time Off (PTO) days

• Opportunity for remote work within the assigned territory