In this position, under supervision of the Vice President of Worksite Sales, you will focus on increasing sales in your assigned territory.
ESSENTIAL FUNCTIONSSales & Production- Develop and execute regional sales plans to meet new business premium and case count targets
- Recruit, develop, and manage a network of distribution relationships, focused on classic worksite brokers, and small employee benefits brokers in the 25-500 life employer market
Relationship Management- Work collaboratively with internal regional wholesaler to deliver exceptional service
- Engage regularly with distribution
- Serve as primary Company contact for top-producing agencies/brokers in the region
- Conduct regular business reviews with key partners to assess production, service needs, and growth opportunities
Training and Advisory Support- Deliver product training to distribution partners on plan designs, positioning, and underwriting guidelines
- Advise and support development of competitive case proposals
- Advise on enrollment methods, communication strategy, and re-enrollment planning to maximize participation and retention
Cross-functional Collaboration- Work with administrative teams to identify opportunities to enhance service
- Collaborate with marketing on programs and collateral materials
- Provide input to product development on emerging voluntary benefit needs
Reporting & Forecasting- Maintain accurate, up-to-date CRM records of distribution relationships and activity
- Deliver regular sales forecasts and regional performance reports to sales leadership
- Monitor persistency/lapse trends and develop retention action plans as needed
The list of essential functions is not exhaustive and may be substituted as necessary.EXPERIENCE AND SKILL REQUIREMENTS- Four to eight years of experience working in a carrier representative position with a worksite focused carrier.
- Professional oral and written communication and presentation skills required.
- Decision-making ability and analytical thinking skills required.
- Experience in public speaking.
- Consistent and reliable attendance Is an essential function of this position.
- Talent required in achiever, pride, persuasion, courage, communication, business sense, critical thinking, sophistication, relator, personalizer, belief, discipline, responsibility, and focus.
EDUCATION AND CERTIFICATION REQUIREMENTS- Bachelor's degree in business or related field or equivalent.
- Life and health insurance license preferred.
PHYSICAL AND WORK SCHEDULE REQUIREMENTS- This position will manage their assigned territory - North Texas, Oklahoma, Arkansas.
- This position is remote with occasional visits to the home office located in Lincoln, NE.
- May require work more than 40 hours a week to complete functions of position.
- 30%- 50% travel.
- Note: We are not currently considering applicants in CA, CO, CT, DC, HI, IL, MA, MD, MN, NV, NJ, NY, RI, VT, WA, for this position.