Pacific NW Regional Sales Director - Life & Related Products (Future)

National Financial Partners Corp.Tigard, OR
69d$60,000 - $75,000Remote

About The Position

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 Washington, Oregon, Northern California, Idaho, Montana, and Alaska. 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 will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, 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. Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available.

Requirements

  • 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 preferred
  • 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 approx 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

Responsibilities

  • 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

Benefits

  • competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Funds, Trusts, and Other Financial Vehicles

Number of Employees

5,001-10,000 employees

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