Job Description

Our client is a very well-respected leading third-party Life-insurance distributor and service provider. The Regional Director (VP Equivalent) will develop and create new business brokerage/sales activity via the distribution of Life Insurance, Disability Income, Long-term Care and/or other related insurance products to agents, clients, and/or accounts nationwide through digital, face-to-face visits to conferences, meetings, agencies and agents directly.

Responsibilities:

• Prospect, profile and manage existing producers (general agents) for new and existing insurance sales opportunities; recruit new producers into book of business.
• Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity.
• Develop a business plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota.
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production.
• Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base.
• Maintain sales production metrics monthly, build appropriate sales inventory and achieve sales production plan.
• Maintain a consistent blend of Permanent versus Term business.
• Work with and maintain strong working partnerships with client’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies.
• Remain contemporary on relevant industry, legislative and tax-related issues.
• Provide feedback from agents on product marketing, processing and other related customer service issues.

Experience:

• Strong history of working with producers (general/independent agents).
• Successful sales experience with life insurance products and/or insurance brokerage industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas.
• Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts.
• Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue.
• Effective interpersonal and written communication skills.

SE# 510705796

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