Job Summary
The Regional Director generates sales revenue to obtain sales quota.
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
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
