Regional Director - Annuity Sales

New
RemoteFull-TimeDirector
Salary not disclosed
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Job Details

Experience
3+ years of wholesaling experience preferred.
Required Skills
Business DevelopmentSalesforcePowerPointRelationship management

Requirements

  • Bachelor's degree; Business or Marketing preferred, or equivalent industry experience.
  • 3+ years of wholesaling experience preferred.
  • Industry-recognized designation preferred (e.g., CLU, ChFC, or CFP).
  • Expert knowledge or ability to develop proficiency in Salesforce, illustration software, MS Teams, and PowerPoint.
  • Demonstrated success in sales and/or marketing functions.
  • Strong insurance industry and/or securities knowledge.
  • Excellent verbal, written, and presentation skills.
  • Strong time management, organization, and prioritization capabilities.
  • Ability to work independently and within a collaborative environment.
  • Coachable mindset and commitment to continuous development.
  • Approximately 50% travel required.

Responsibilities

  • Conduct in-person sales activity throughout the assigned territory, including advisor/producer meetings, training seminars, agent conferences, and back-office training.
  • Develop and maintain successful business relationships with advisors through frequent, proactive communication and visitation.
  • Execute a territory sales plan in collaboration with sales leadership to prioritize advisor opportunities and drive annuity sales.
  • Utilize Salesforce and internal reporting data to identify opportunities, evaluate trends, and document advisor interactions.
  • Manage travel, entertainment, and sponsorship resources responsibly within company guidelines.
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