Individual Regional Vice President

Security Finance

$125K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-8 years of insurance carrier representative experience
  • Professional communication and presentation skills
  • Strong decision-making and analytical abilities
  • Public speaking experience
  • Reliable attendance required
  • Bilingual in English and Spanish preferred
  • Skills in persuasion, communication, and critical thinking

Responsibilities

  • Develop and implement regional sales plans
  • Recruit and manage relationships with insurance agencies
  • Collaborate with internal teams for improved service
  • Engage with distribution partners regularly
  • Conduct business reviews with top partners
  • Deliver training on insurance products
  • Maintain CRM records and deliver sales forecasts

Benefits

  • Flexible work culture that promotes innovation
  • Remote work with occasional office visits
  • Opportunity for professional growth
  • Engagement with national account and brokerage partners
  • Dynamic territory management across several states
Full Job Description
Experience a culture that is flexible, where you can be innovative and use your creative energy. In this position, under supervision of the Vice President of Individual Sales, you will focus on increasing sales in your assigned territory.

ESSENTIAL FUNCTIONS

Sales & Production

  • Develop and execute regional sales plans to meet new business premium and to meet and/or exceed assigned annual sales goals
  • Recruit, develop, and manage a network of distribution relationships, focused on National Account and Brokerage Insurance agencies


Relationship Management

  • Work collaboratively with internal regional wholesaler to deliver exceptional service
  • Engage regularly with distribution
  • Serve as primary Company contact for top-producing distribution partners in the region
  • Conduct regular business reviews with key partners to assess production, service needs, and growth opportunities


Training and Advisory Support

  • Deliver product training to distribution partners on plan designs, positioning, and underwriting guidelines
  • Advise and support development of competitive case proposals
  • Share sales strategies and competitive insights to help distribution partners grow production


Cross-functional Collaboration

  • Work with administrative teams to identify opportunities to enhance service
  • Collaborate with marketing on programs and collateral materials
  • Provide input to product development on emerging market trends and competitive product in the individual insurance market


Reporting & Forecasting

  • Maintain accurate, up-to-date CRM records of distribution relationships and activity
  • Deliver regular sales forecasts and regional performance reports to sales leadership
  • Monitor persistency/lapse trends and develop retention action plans as needed


The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

  • Four to eight years of experience working in a carrier representative position with an insurance carrier
  • Professional oral and written communication and presentation skills required
  • Decision-making ability and analytical thinking skills required
  • Experience in public speaking
  • Consistent and reliable attendance Is an essential function of this position
  • Bilingual proficiency in English and Spanish preferred
  • Talent required in achiever, pride, persuasion, courage, communication, business sense, critical thinking, sophistication, relator, personalizer, belief, discipline, responsibility, and focus


EDUCATION AND CERTIFICATION REQUIREMENTS

  • Bachelor's degree in business or related field or equivalent.
  • Life and health insurance license preferred.


PHYSICAL AND WORK SCHEDULE REQUIREMENTS

  • This position will manage and reside in their assigned territory - Florida, Georgia, South Carolina, & North Carolina.
  • This position is remote with occasional visits to the home office located in Lincoln, NE.
  • May require work more than 40 hours a week to complete functions of position.
  • 30%- 50% travel.
  • Note: We are not currently considering applicants in CA, CO, CT, DC, HI, IL, MA, MD, MN, NV, NJ, NY, RI, VT, WA, for this position.

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