Regional Director

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

📋 Description

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

• Recruit new producers to expand the book of business.

• Leverage internal resources and collaborate with supporting teams to monitor and enhance activity.

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

• Strategically grow the book of business, accounts, and territory by focusing on high-performing agents to boost retention and production.

• Maintain proactive sales relationships with producers through profiling, relationship-building, and broker-base development.

• Track monthly sales production metrics, build sales inventory, and fulfill the sales production objectives.

• Ensure a consistent mix of Permanent and Term business.

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

• Stay informed on industry trends, legislative updates, and tax-related matters.

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

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

• Keep precise CRM activity records.

• Present, conduct, and organize seminars for agents.

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

• Guide cases from presale through to placement.

⛳️ Requirements

• Strong interpersonal and written communication skills.

• Capability to deliver exceptional customer service to both internal and external clients.

• Proficient time management abilities.

• Ability to prioritize and manage multiple tasks concurrently.

• Capacity to work independently as well as collaboratively within a team.

• Ability to operate in a self-directed manner.

• Familiarity with PCs in a Windows environment.

• Proficiency in Microsoft Office software applications.

• Skills in analyzing problems and formulating solutions.

• Ability to engage with individuals at all organizational levels.

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

• Excellent skills in prospecting, presentation, and conceptual selling.

• At least four years of successful sales experience with life insurance products in the insurance sector, demonstrating proficiency in developing strategic sales plans and achieving or exceeding quotas.

• Proven sales success in the insurance brokerage field.

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

• Established track record of 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.