ESSENTIAL FUNCTIONS:
Drive Regional Sales Growth & Business Results:
- Achieve regional production goals, including new business and quarterly/annual sales targets
- Identify market opportunities and develop strategic growth plans with distribution targets
- Execute sales and marketing initiatives that drive profitable business growth
- Maintain strong business persistency and quality standards
Build & Expand Distribution Relationships:
- Identify, recruit and develop high-performing distribution partners and producers
- Establish and maintain trusted relationships with IMO’s, MGA’s, General Agents and producers
- Lead Onboarding and integration of new distribution partners
- Conduct regular agency visits and maintain ongoing communication with key partners
- Leverage internal resources to strengthen and expand distribution relationships
Manage Partner Performance & Market Strategy:
- Conduct regular business reviews to evaluate production results and growth opportunities with distribution partners
- Monitor sales performance against established sales and business objectives and standards
- Develop and implement action plans to improve results and address performance gaps
Deliver Sales Support, Product Expertise and Training, & Operational Support:
- Serve as subject matter expert on the company’s product portfolio and sales solutions
- Support new product launches and promote existing product offerings
- Conduct live/virtual presentations, workshops and training sessions for distribution partners
- Collaborate with Sales and Marketing teams to enhance field effectiveness
- Partner with internal departments to resolve operational and service-related issues
KEY REQUIREMENTS & SKILLS:
- Bachelor’s degree
- 7 years of insurance industry experience with demonstrated knowledge of life insurance products (like Whole Life, Indexed Universal Life, Term Life and annuity) and life insurance marketing concepts; proven track record of recruiting producing Independent Distribution (IMOs, MGAs, PPGAs and writing agents)
- Excellent verbal, written and consultative selling and presentation skills
- Proven ability to cross functionally collaborate (Operations, Marketing, and other sales teams)
- Willinngesss and ability to travel 50% or more
Preferred Experience:
- Sales territory management experience
- Existing and established relationships with insurance agencies, producers and prospective distribution contacts
- Experience leading business reviews, sales planning discussions, and product or concept-based training sessions
- Proficiency with Microsoft Office suite and other business technology, sales reporting tools, presentation and insurance sales illustration software
- Bilingual (English & Spanish) a plus
What We Offer:
- Competitive compensation package (base salary & bonus incentive)
- Comprehensive benefits, including medical, dental, 401(k), paid time off, and tuition reimbursement
- Medical and dental coverage effective the first of the month following 30 days of service
- Remote / Hybrid work opportunities