Worksite Regional Vice President

Security Finance

$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-8 years of experience in a carrier representative role with a focus on worksite solutions.
  • Strong oral and written communication skills required.
  • Proven decision-making and analytical thinking capabilities.
  • Experience with public speaking.
  • Consistent and reliable attendance is essential.
  • Demonstrated abilities in persuasion, critical thinking, and relationship management.

Responsibilities

  • Develop and execute regional sales plans to achieve business targets.
  • Recruit and manage relationships with brokers in targeted employer markets.
  • Collaborate with internal teams to ensure exceptional service quality.
  • Serve as the main contact for top-performing agencies and brokers.
  • Conduct business reviews to identify growth opportunities with partners.
  • Deliver training on products and enrollment strategies to distribution partners.
  • Provide input into product development based on market needs.

Benefits

  • Remote work flexibility with travel to the office as needed.
  • Opportunity to manage a defined territory in North Texas, Oklahoma, and Arkansas.
  • Engagement in a collaborative sales environment with cross-functional teams.
  • Access to professional development through training and support.
  • Involvement in a dynamic and growing market focused on employee benefits.
Full Job Description
In this position, under supervision of the Vice President of Worksite Sales, you will focus on increasing sales in your assigned territory.

ESSENTIAL FUNCTIONS

Sales & 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.

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