Regional Director

Regional Director

Job Summary

The Regional Director generates sales revenue to obtain sales quota. Position will be remote, however must be in Southern California.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business
• Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity
• Develop a Business Plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production
• Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
• Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
• Maintain a consistent blend of Permanent versus Term business
• Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
• Remain contemporary on relevant industry, legislative and tax-related issues
• Provide feedback from agents on product marketing, processing and other related customer service issues
• Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production
• Maintain accurate customer relationship management (CRM) activity records
• Presents, conducts and organizes seminars for agents
• Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the Underwriting process and is able to navigate a case from presale to placement

QUALIFICATIONS

Required Qualifications:

• The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PC’s in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor’s degree or equivalent education, training and work-related experience
• Excellent prospecting, presentation, and conceptual selling skills
• Minimum four years of successful sales experience with life insurance products in the insurance industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas
• Successful sales experience in the insurance brokerage industry
• Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts
• Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue

Preferred Qualifications:

• Life insurance license

• FINRA securities registration

• CLU, ChFC, and CFP certifications

• Compensation range between 150k-250k depending on activity and production ramp.

• What AmeriLife Offers

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

• Equal Employment Opportunity Statement

• We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

• Americans with Disabilities Act (ADA) Statement

• We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially.

• Pay Transparency Statement

• We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

• Background Screening Statement

• Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

• About Us

• Join a company where your contributions make a difference.

• The demand for financial services is growing--7 in 10 Americans agree the pandemic has been a wake-up call to re-evaluate long-term financial goals. *

• Our business units go to market under different brands (Crump, RiskRighter, Tellus Brokerage Connections, TIME, and Truist Life Insurance Services), yet we all support our mission of delivering more resources, insurance, and retirement solutions, and creating a perfect client experience for financial professionals and consumers.

• Our culture focuses on embracing diversity and inclusion, while fostering a “place I want to be” environment for teammates. If you are passionate about creating change by providing unmatched service, then we may be the place for you. We are a high-performance organization that values our teammates’ contributions to our success.

• We offer a one-stop shop working closely with the industry’s highest-rated and most competitive carriers for life, annuities, long term care, linked benefits, and disability insurance and to provide seamless access to our in-house expertise for each product line.

• Crump, a leading third-party distributor and service provider of insurance and retirement