Regional Sales Director

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

📋 Description

• Meet or surpass the sales targets set by Saybrus Institutional Annuity Management.

• Assist designated national and local accounts through representative meetings, educational group sessions, and conferences.

• Market annuity portfolios to representatives from banks and broker-dealers.

• Offer support in case and product design, including fact-finding and discovery processes.

• Educate representatives on annuity products, features, and sales strategies.

• Help representatives with the new business procedure.

• Create and execute activity plans that optimize field contacts within the assigned territory and relationships.

• Keep precise records of sales calls, cases initiated, actions taken, and other relevant information.

• Track actual sales outcomes, compare them with forecasts, and adjust plans as needed in collaboration with the Regional Sales Manager.

• Coordinate resources from both the regional and Home Office.

• Utilize Salesforce.com daily to document advisor data, activity logs, and other relevant details.

• Represent Saybrus and annuity manufacturers at industry events.

• Build and maintain strategic relationships at the national, regional, and local levels.

• Manage a designated Travel & Expense budget.

• Collaborate with internal wholesale support teams.

• Comply with applicable regulatory requirements and standards.

⛳️ Requirements

• Strong understanding of and solid connections within bank and broker-dealer channels.

• Proficient knowledge of fixed, MYGA, VA, FIA, and RILA annuities.

• Insight into how FIAs are integrated into a client’s investment portfolio.

• Capability to articulate how the product line fits into a comprehensive solutions-based strategy.

• Extensive knowledge of products offered by registered representatives.

• Familiarity with the sales process and the ability to explain it effectively.

• Exceptional oral and written communication skills.

• Strong presentation skills, suitable for face-to-face meetings, webinars, and larger audiences.

• Capacity to work efficiently with minimal daily supervision; self-motivated, organized, and results-driven.

• Possession of FINRA Series 6 or 7, or the ability to acquire it within 90 days of hire.

• Appropriate state life and annuity insurance licenses.

• Current Life Insurance License (Life and Variable Lines).

• Proficiency in relevant technology, including laptops and PowerPoint.

• Approximately 5 years of wholesaling experience in the bank and broker-dealer sector.

• Relevant industry designations are advantageous.

🏝️ Benefits

• PTO

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings

• Disability insurance

• Life insurance