Regional Agent

Bachelor’s degree in Business, Marketing, Communications, or related field, or equivalent professional experience. 5+ years of experience in sales, consulting, or customer-facing roles (experience in educational settings preferred). Property & Casualty license (required) FINRA Series 6 & 63 may be required at a later date. Strong product knowledge with ability to clearly explain complex benefits. Proven sales ability. Excellent seminar presentation and event coordination skills. Exceptional organizational, written, and verbal communication skills. Ability to assess seminar performance and refine strategies. Willingness and ability to travel up to 75% nationally.

Deliver engaging, compliant seminars to teachers explaining product features and benefits. Generate quality leads through seminars and meet educators for quoting/binding or directing leads. Guide participants through the enrollment process. Partner with school staff to schedule, organize, and manage seminar sessions. Maintain required licenses. Stay current with product updates, compliance requirements, and industry trends. Foster ongoing relationships with teachers. Provide thoughtful follow-up. Work closely with internal teams to refine seminar content and sales strategies.