Regional Sales Director (life and related products)

Who We Are 

This position will support Diversified Brokerage Services (a subsidiary of NFP). NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

 Summary

This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization’s wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. FINRA: Series 6 or 7, or 63 is required.

Are you a person that is ready for a new challenge? Do you have life insurance experience and knowledge? Perhaps you have what it takes to be one of the National field relationship managers for one the country’s largest brokerage general agencies: DBS.  We are looking to bring in new talent in our Northwest Region for client coverage in the following States: Washington State, Oregon, California (northern), Idaho, Montana and Alaska. If you are ready to take the next step in your career and you have the required experience and credentials, we’d like to talk to you.

This is a full-time, salary plus commission role working remotely within one of the regions listed. You will travel within your assigned region to support clients and your target premium revenue goals.  

Essential Duties and Responsibilities

This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.

• Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan
• Develop existing broker/account relationships and manage recruiting for new broker/accounts
• Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
• Continued development of industry, concept, carrier, and product knowledge
• Contribute to the overall success and profitability of the agency
• Meet or exceed acquired and assigned account production goals
• Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
• Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
• Continued development of industry, concept, carrier, and product knowledge

Education and/or Experience

• Past sales and relationship management experience in the life insurance industry required
• FINRA: Series 6 or 7, or 63 is required
• College degree or other higher education preferred
• Life and Health License preferred

Knowledge, Skills, and/or Abilities

• Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize
• Team Participation: Must work effectively in a diverse group of people as a team member
• Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required)
• MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
• Able to quickly learn new business/communications systems and technologies
• Ability to communicate in a professional manner
• High focus on quality and customer satisfaction
• Flex