Regional Sales Director, California & Hawaii (Life Insurance)
New
D
Diversified Brokerage ServicesLife insurance
Source API remote eligibility restrictions: United States; This is a fully remote with travel opportunityFull-TimeDirector
SalaryThe base salary range for this position is $64,000 to $75,000 plus overrides, with top performers capable of earning $250,000+ annually.
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Job Details
- Required Skills
- SalesforceMS OfficeRelationship managementCRM
Requirements
- Have sales and relationship management experience in the life insurance industry.
- Hold a FINRA Series 6, Series 7, or Series 63 license.
- Hold a Life and Health License.
- Have experience with MS Office Suite.
- Have experience with Salesforce or a similar CRM.
- Have experience with Concur or related expense-management software.
- Be able to travel within the assigned region approximately 40–50% of the time.
- A college degree or other higher education is preferred.
- Have the ability to manage a budget and plan and prioritize work.
- Work effectively as a team member in a diverse group.
Responsibilities
- Implement key account strategies and processes, including Gold Sheets, action plans, and strategic marketing plans.
- Develop relationships with existing brokers and accounts.
- Recruit new brokers and accounts.
- Communicate account status and pertinent issues to the DBS team, especially during onboarding.
- Continue developing industry, concept, carrier, and product knowledge.
- Meet or exceed acquired and assigned account production goals.
- Provide direction on production goals, account status, trends, and marketing initiatives.
- Travel within the assigned region to engage with clients, attend industry events, and drive business expansion.
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