Aon

Regional Sales Director, Mid Atlantic (Life Ins. & Related Products)

Aon$64K — $250K *
US-AnywhereRemote in Minnesota, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of sales and relationship management experience in the life insurance sector required
  • FINRA Series 6, 7, or 63 is required
  • Life and Health License mandatory
  • Preferred: College degree or equivalent higher education
  • Strong understanding of wholesale and point-of-sale strategies in life insurance.

Responsibilities

  • Implement key account management strategies across all accounts
  • Develop and manage relationships with existing and new brokers/accounts
  • Regularly communicate account status and issues to the DBS team
  • Enhance product and industry knowledge continuously
  • Contribute to agency's overall success and profitability
  • Meet or exceed production goals for assigned accounts
  • Execute strategic marketing plans effectively.

Benefits

  • Competitive base salary and earnings potential
  • Generous PTO and paid holidays
  • 401(k) plan with employer match
  • Employee health and wellness programs
  • Exclusive discount programs
  • Supportive PeopleFirst culture focusing on employee relations
Full Job Description
Posting Description

This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation.

The Regional Sales Director will drive growth in an established, high-performing territory covering the Mid Atlantic. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies.

This is a fully remote with travel opportunity that offers a competitive base salary of $75,000 + overrides, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion.

Essential Duties and Responsibilities:

This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.
  • Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan
  • Develop existing broker/account relationships and manage recruiting for new broker/accounts
  • Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
  • Continued development of industry, concept, carrier, and product knowledge
  • Contribute to the overall success and profitability of the agency
  • Meet or exceed acquired and assigned account production goals
  • Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
  • Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
  • Continued development of industry, concept, carrier, and product knowledge

Education and/or Experience:
  • Past sales and relationship management experience in the life insurance industry required
  • FINRA: Series 6 or 7, or 63 is required
  • College degree or other higher education preferred
  • Life and Health License

Knowledge, Skills, and/or Abilities:
  • Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize
  • Team Participation: Must work effectively in a diverse group of people as a team member
  • Must have the ability to travel within assigned region approximately 40-50% (typically, same-day or short overnight trips and others as required)
  • MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
  • Able to quickly learn new business/communications systems and technologies
  • Ability to communicate in a professional manner
  • High focus on quality and customer satisfaction
  • Flexible and able to react to change in a productive and positive manner
  • Strong work ethic and ability to work with a sense of urgency
  • Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $64,000 to $75,000 plus overrides, with top performers capable of earning $250,000+ annually. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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About Aon

Aon plc is a leading global professional services firm that provides a broad range of risk, retirement and health solutions. The company was founded in 1982 and is headquartered in London, England. Aon operates in more than 120 countries and has a team of over 50,000 employees. The company's services include risk management, insurance brokerage, reinsurance brokerage, human capital consulting, and retirement solutions. Aon is committed to helping clients manage risk and achieve their goals, and is known for its innovative solutions and industry expertise. The company is listed on the New York Stock Exchange under the ticker symbol AON.
Learn more about Aon
Size
50,000 employees
Market Cap
$62.1 billion
Industry
Net Income
$1.9 billion
5 Year Trend
+5.3%
Revenue
$11 billion
NASDAQ

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