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.

• Provide support to designated national and local accounts through representative appointments, educational group sessions, and conferences.

• Advocate for annuity portfolios to bank and broker-dealer representatives.

• Offer case and product design assistance, along with fact-finding and discovery support.

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

• Aid representatives in navigating the new business process.

• Create and execute an activity plan that maximizes field contacts within the assigned territory and fosters relationships.

• Keep precise records of sales calls, cases initiated, actions taken, and other crucial data.

• Evaluate actual sales outcomes, compare them with forecasts, and modify plans as necessary in collaboration with the Regional Sales Manager at least quarterly.

• Utilize and coordinate resources from the regional and Home Office.

• Employ Salesforce.com daily to log advisor data, activity details, and other relevant information.

• Represent Saybrus and annuity manufacturers at industry events.

• Build and sustain strategic relationships on national, regional, and local levels.

• Oversee a specific Travel & Expense budget.

• Collaborate with internal wholesale support.

• Comply with all regulatory requirements and standards.

⛳️ Requirements

• Strong working knowledge and established relationships within bank and broker-dealer channels.

• Familiarity with fixed, MYGA, VA, FIA, and RILA annuities.

• Understanding of how FIAs fit into a client's overall portfolio.

• Ability to articulate product-line alignment within a comprehensive solutions-based strategy.

• Extensive knowledge of products offered by registered representatives.

• Comprehension of the sales process and the ability to explain it effectively.

• Exceptional oral and written communication skills.

• Strong presentation capabilities, including face-to-face meetings, webinars, and larger groups.

• Capacity to work effectively with minimal daily supervision; self-motivated, organized, and goal-oriented.

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

• Relevant state life and annuity insurance licenses.

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

• Industry designations are advantageous.

• Proficiency with relevant technologies, including laptops and PowerPoint.

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

• Daily usage of Salesforce.com is required.

• Employment offer is contingent upon successful background screening.

🏝️ Benefits

• Competitive salaries, incentive awards, and comprehensive benefits based on individual and company performance.

• Paid Time Off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings plan.

• Disability insurance.

• Life insurance.