Job Summary
The Regional Sales Director (RSD) is responsible for achieving/exceeding sales objectives established by the Saybrus Institutional Annuity Management. The sales objective will include overall production by distribution channel, product, and penetration rate. The RSD functions as an external wholesaler of annuity products, working with representatives of client firms. This individual must be competent in offering bank and broker-dealer representatives clear context perspective, effective sales concepts, and product/technical guidance.Job Description
Duties and Responsibilities:
Supporting assigned national and local accounts through individual representative appointments, educational group sessions and conferences
Promoting annuity portfolio to bank and broker-dealer representatives
Case and product design support, fact-finding, and discovery with assigned representatives
Training representatives on annuity products, features, and sales ideas
Assisting representatives with the new business process
Developing and implementing an activity plan that maximizes field contacts within assigned territory and/or assigned relationships
Maintaining accurate records of sales calls, cases opened, actions taken and other pertinent data
Monitoring actual sales results; comparing results to plan forecast and adjusting as needed. This is done at least quarterly, with the Regional Sales Manager (RSM)
Leveraging and coordinating regional and Home Office resources
Leveraging technology (Salesforce.com) to log advisor data, activity data and other pertinent information. Daily use of Salesforce is mandatory.
Support Saybrus and annuity manufacturers at industry functions, local, regional, and potentially national level.
Establish and maintain strategic national, regional, and local relationships within the region.
Manage to a specific Travel & Expense budget.
Effectively partner with internal wholesale support.
Adhere to all relevant compliance requirements and standards.

Skills, Knowledge and/or Experience:
Have a strong working understanding of, and solid relationships within, bank and broker/dealer channels
Working knowledge of all forms of annuities (i.e., fixed, MYGA, VA, FIA, RILA). Understand how FIAs are incorporated in a client's portfolio. Understand and explain how product line fits into an overall solutions-based plan.
A broad and comprehensive knowledge of products sold by registered representatives
Understanding and ability to explain sales process
Excellent oral and written communication skills
Excellent presentation skills with ability to conduct face to face meetings, webinars and speak in front of larger audiences
Ability to work effectively with little daily supervision-self-starting, exhibits a high degree of organizational discipline, and is goal/results oriented
FINRA Series 6 or 7 or obtained within 90 days of hire and appropriate state life & annuity insurance licenses. Pertinent industry designations are a plus.
Current Life Insurance License (Life and Variable Lines)
Proficient in utilizing relevant technology (i.e., laptop computers, PowerPoint)
Approximately 5 years of wholesaling experience in the bank and broker/dealer space
A broad and comprehensive knowledge of products sold by registered representatives

What AmeriLife Offers

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