Regional Sales Director

Summary/Objective

The Regional Sales Director (External Wholesaler) will grow and manage a multi-state regional sales territory, in the field, comprised of producing agents and advisors. The Regional Sales Director will create strategies, recruit new relationships, manage relationships with current agents/advisors and be responsible for overall growth in the regional territory. The individual will be part of the sales team and will collaborate and partner with the Internal Wholesaler also assigned to the region to achieve sales goals. The individual will work with peers who manage other regional territories, as well as sales support, underwriting and other home office staff at all levels of the company and across all functions.

Duties And Responsibilities

Duties and responsibilities include, but are not limited to 

• Recruit qualified and successful financial advisors and General Agents through referrals from other agents and cold calling.
• Motivate, educate, and support appointed producers in an attempt to increase sales of United Life insurance and annuity products.
• Facilitate the onboarding of newly appointed producers in partnership with other team members to get them writing products of United Life.
• Facilitate the onboarding process of newly recruited institutions and producers in partnership with other company responsible parties (selling agreements, suitability, contracting, etc.).
• Work in partnership with Internal Wholesaler to determine and execute the most effective way to achieve sales goals.
• Facilitate group meetings and webinars for Agencies and Financial Institutions to help increase awareness of and sales of United Life products.
• Build marketing plans with financial institution partners leveraging input and participation from the United Life sales team.
• Maintain a productive territory through appointing new agents and cancelling nonproducing agents.
• Serve as liaison between company and agency to resolve problems and promote positive working relationships. Monitor agency performance to recognize problems and recommend solutions.
• Provide feedback on product, price, and services that agency desires.
• Maintain knowledge of competitor products and the competitive advantages of United Life products to share with producers.
• Interpret marketing and sales reports, incorporating reported results into new solutions and processes to improve territory performance.
• Review agencies with underwriting and compliance teams. Be responsible for communicating issues and improvement needs to agencies (at least on a quarterly basis) and facilitate cancellation of the Agency if goals are not met.
• Track activities and field interactions in company CRM.
  
  

Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Experience

• Bachelor’s Degree. Life and Health Insurance license.
• 3 years of experience in life insurance sales and/or wholesaling.
  
  

Skills/Competencies

• Able to work independently with limited supervision.
• Strong organizational skills.
• Self-motivated work ethic.
• Strong communication skills.
• Excellent interpersonal skills
• Ability and willingness to travel (approximately 60%) as needed.
• Dynamic individual and group presentation skills.
• Must project a positive, professional image and conduct.
• Working knowledge of Outlook, Word, Excel, and experience with sales CRM software.
  
  

Physical Demands

• Occasional evening and weekend hours to meet deadlines
• Travel is required
• Ability to type / perform data entry
• Ability to read from a computer screen and paper reports
• Express ideas and otherwise communicate with the spoken word