Regional Director

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

📋 Description

• Drive sales revenue to achieve sales targets.

• Identify, profile, and manage current producers for new and ongoing insurance sales opportunities.

• Recruit new producers to expand the book of business.

• Leverage internal resources and collaborate with support teams to track and enhance activity.

• Create a business plan for the fiscal year aimed at meeting or surpassing sales goals.

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

• Foster proactive sales relationships with producers through profiling, relationship-building, and refining the broker base.

• Track monthly sales production metrics and meet the sales production objectives.

• Maintain an appropriate balance between Permanent and Term business.

• Collaborate with operations teams including contracting, illustrations, case management, underwriting, and commissions to issue and place policies.

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

• Provide feedback to agents regarding product marketing, processing, and customer service matters.

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

• Keep accurate records of CRM activities.

• Present, conduct, and organize seminars for agents.

• Exhibit technical selling skills and product knowledge in life, annuity, long-term care, and disability products.

• Guide cases from presale to placement by understanding the underwriting process.

⛳️ Requirements

• Must reside in Southern California.

• Strong interpersonal and written communication skills.

• Ability to deliver exceptional customer service to both internal and external customers.

• Effective time management capabilities.

• Ability to prioritize and manage multiple tasks simultaneously.

• Competent in working independently as well as part of a team.

• Self-directed work style.

• Experience with PCs in a Windows environment.

• Proficient in Microsoft Office software applications.

• Ability to analyze issues and devise solutions.

• Capable of communicating with individuals at all levels within the organization.

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

• Exceptional prospecting, presentation, and conceptual selling abilities.

• At least four years of successful sales experience with life insurance products in the insurance sector.

• Proven track record in developing strategic sales plans and consistently meeting or exceeding assigned quotas.

• Successful sales background in the insurance brokerage industry.

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

• Demonstrated success in recruiting new producers, growing a book of business, and transforming existing relationships into increased revenue.

🏝️ Benefits

• Paid Time Off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings plan.

• Disability insurance.

• Life insurance.