Regional Director

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

• Formulate regional business strategies to meet and surpass sales objectives for the designated area.

• Prioritize business strategies based on agent segmentation.

• Assess changes in the territory, market dynamics, personnel shifts, and relationship requirements.

• Update business plans, including visits and training sessions, as necessary.

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

• Lead or coordinate training sessions, webcasts, and conference calls for BGA staff and Producers.

• Schedule sales meetings and prepare their agendas.

• Outline subsequent steps and ensure follow-through on commitments.

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

• Oversee both informal and formal applications to optimize placement and production.

• Organize and maintain records in the specified CRM system.

• Report on sales activities and production metrics.

• Sustain relationships with Marketing, Compliance, Underwriting, and Operations teams.

• Stay informed about industry trends, underwriting regulations, advanced marketing concepts, and company products.

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

• Identify opportunities to add value through service and sales initiatives.

• Uphold ethical standards and compliance within the region.

• Manage the region efficiently within the allocated budget.

⛳️ Requirements

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

• Familiarity with Advanced Sales concepts.

• Strong skills in verbal and written communication.

• Exceptional presentation abilities.

• Excellent listening skills.

• Proven initiative, leadership, problem-solving capabilities, and adaptability.

• Proficient public speaking skills.

• Valid State Life & Health License.

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

• FINRA Series 6 & 63 licenses or the ability to acquire them within 120 days of starting.

• A minimum of 5+ years of experience in life insurance sales.

• Willingness to travel over 50% of the time.

🏝️ Benefits

• Competitive base salary complemented by commission opportunities.

• Comprehensive medical, dental, and vision insurance options.

• Access to mental health support and wellness programs.

• 401(k) plan with a dollar-for-dollar company match of up to 6% of eligible pay.

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

• Immediate vesting of company contributions to retirement plans.

• Confidential counseling services and resources 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 each year.

• A minimum of 24 paid time off (PTO) days.

• Reasonable accommodations provided for applicants and employees.