First Protective Regional Director

Protective Life   •  

Orlando, FL

Industry: Accounting, Finance & Insurance

  •  

Less than 5 years

Posted 34 days ago

Description

Regional Director

First Protective has an exciting sales opportunity in the financial services industry as a Regional Director working primarily with independent financial advisors and banks in the Orlando, Tampa, and Jacksonville area. First Protective, a leading brokerage general agency with offices throughout the Southeast and an expanding national footprint, offers tremendous growth opportunities. You can achieve success by levering First Protective’s value-added sales and service value proposition and executing a business plan that will allow you to develop and grow profitable relationships with financial professionals in both the independent and institutional channels.

Duties:

  • Recruit, develop and supportfinancial advisors across First Protective’s core lines of business (life insurance, annuities and asset-based long term care insurance) as well as other insurance and investment products
  • Provide product promotion and sales support through office visits, product and sales training among independent financial advisors, financial institutions, and other production sources
  • Serve as key field liaison with First Protective case design, sales support, training, underwriting, case management, and other service areas.
  • Manage territorial support, planning and activities including territorial routing, scheduling priorities, production goals and projections, managing to an expense budget and account grading
  • Analyze business opportunities and trends to develop territorial sales plans to achieve new business objectives on a profitable basis
  • Lead and coordinate both consumer and producer seminars with involvement from carrier sponsors and other external resources
  • Conduct joint sales call activities with brokers
  • Develop and maintain a positive working relationship with financial institution department heads, regional and branch managers
  • Collaborate with our broker/dealer partner, ProEquities, on recruitment, development and support of registered representatives
  • Embody a strong entrepreneurial spirit, desire to win, and ability to seize profitable growth opportunities

Requirements:

  • 3-5 years of sales experience in life insurance wholesale industry preferred
  • Point of sale experiencepreferred
  • FINRA Series 6 or Series 7 license required. State Life license required.
  • Ability to work in a strong team environment
  • Proven ability to build strong relationships
  • Excellent presentation skills, both in creation and delivery, to current and prospective clients
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices
  • Expected to maintain a thorough knowledge of existing, new and enhanced products
  • Proven ability to grow a territory as measured by sales and persistency of business
  • Some overnight travelrequired
  • Bachelor’s degree or equivalent experience and education preferred

Qualifications

Experience

Required

3-5 years:Sales

Preferred

3-5 years:Life Insurance

Licenses & Certifications

Required

General Securities

FIRST02860