Regional Sales Manager

Phoenix Companies   •  

Hartford, CT

Industry: Professional, Scientific & Technical Services


5 - 7 years

Posted 38 days ago

Duties and Responsibilities:

Sales and Marketing

  • The RSM functions as an external wholesaler of annuity products, working with representatives of client firms. The RSM's primary responsibility is achieving/exceeding the assigned territory sales objectives. This individual must be competent in offering bank and broker-dealer representatives clear context perspective, effective sales concepts, and product/technical guidance.
  • The individual must:
  • Articulate sales strategy
  • Implement activities that achieve sales goals
  • Demonstrate product knowledge
  • Show a high level of integrity and conviction
  • The RSM will be committed to achievement of sales goals for the assigned territory as defined by the RMD/NSM.
  • This is accomplished by:
  • 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 RMD/NSM.
  • Leveraging and coordinating regional and Home Office resources
  • Leveraging technology ( to log advisor data, activity data and other pertinent information. Daily use of Salesforce is mandatory.
  • Relationship ManagementSupport 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.

Personal Growth and Development

  • Exercise leadership and sound judgment in concert with core values of Saybrus Partners.
  • Strive for personal growth within role using available resources.
  • Manage to a specific T&E budget.
  • Effectively partner with internal wholesale support.
  • Adhere to all relevant compliance requirements and standards.

Skills, Knowledge and/or Experience:

  • College degree or equivalent work experience
  • Have a strong working understanding of, and solid relationships within, bank and broker/dealer channels
  • A demonstrated ability to drive sales
  • Working knowledge of all forms of annuities (i.e., fixed, MYGA, VA, FIA). Have an understanding of 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 speak in front of larger audiences
  • Competence in conducting face-to-face meetings, webinars, and large group sessions
  • Ability to work effectively with little daily supervision—self-starting, exhibits a high degree of organizational discipline, and is goal/results oriented
  • Licensing: FINRA Series 6 or 7 or obtained within 90 days of hire and appropriate state life & annuity annuity licenses. Pertinent industry designations are a plus.
  • 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

Special Working Conditions:

  • Position may require extensive travel
  • Significant deadline pressure with respect to meeting/exceeding sales forecast results (yearly/quarterly/monthly quotas)
  • May be required to work out of home
  • Must be comfortable with leveraging technology