Regional Director

This is a fully remote position, open to applicants in California.

📋 Description

• Drive sales revenue to meet designated sales quotas.

• Identify, profile, and manage both new and existing producers for insurance sales opportunities.

• Recruit new producers to enhance the business portfolio.

• Leverage internal resources to maximize team outcomes and collaborate with supporting teams to track and boost activities.

• Create an annual Business Plan aimed at achieving or surpassing sales quotas.

• Expand the book of business, accounts, and territory in accordance with strategic business objectives.

• Foster proactive sales relationships with producers through profiling, relationship cultivation, and broker-base enhancement.

• Consistently uphold monthly sales production metrics, build sales inventory, and fulfill the sales production framework.

• Maintain an effective mix of Permanent and Term business.

• Collaborate with Crump operations teams, including contracting, illustrations, case management, underwriting, and commissions, to facilitate policy issuance and placement.

• Stay informed about pertinent industry, legislative, and tax-related developments.

• Provide agents with feedback regarding product marketing, processing, and customer service concerns.

• Engage in proactive sales calls, visits, seminars, marketing campaigns, and outreach efforts.

• Keep precise CRM activity records.

• Present, conduct, and organize seminars for agents.

• Showcase technical selling expertise and product knowledge in life, annuity, long-term care, and disability offerings.

• Navigate cases from presale to placement by utilizing knowledge of the underwriting process.

⛳️ Requirements

• Must reside in Southern California.

• Strong interpersonal and written communication abilities.

• Capable of delivering excellent customer service to both internal and external clients.

• Proficient time management skills.

• Ability to prioritize and handle multiple tasks at once.

• Capability to work both independently and collaboratively within a team.

• Ability to operate in a self-directed manner.

• Experience using PCs in a Windows environment.

• Proficiency in Microsoft Office suite.

• Skilled in analyzing problems and developing effective solutions.

• Ability to communicate with individuals across all organizational levels.

• Bachelor’s degree or equivalent education, training, and relevant work experience.

• Outstanding prospecting, presentation, and conceptual selling skills.

• A minimum of four years of successful sales experience with life insurance products in the insurance sector.

• Demonstrated proficiency in creating strategic sales plans and consistently achieving or surpassing assigned quotas.

• Proven sales success in the insurance brokerage sector.

• Expert knowledge and experience in life products, complex case design, carrier limits/strengths, carrier selection, and advanced sales concepts.

• Demonstrated sales experience in recruiting new producers, developing a book of business, and converting existing relationships into increased revenue.

🏝️ Benefits

• Paid Time Off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings plan.

• Disability insurance.

• Life insurance.