Regional Director

AmeriLife•Remote, CA, CA

10d•$150,000 - $250,000•Remote

About The Position

The Regional Director generates sales revenue to obtain sales quota. Position will be remote, however must be in Southern California.

Requirements

Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PC’s in a Windows environment
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor’s degree or equivalent education, training and work-related experience
Excellent prospecting, presentation, and conceptual selling skills
Minimum four years of successful sales experience with life insurance products in the insurance industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas
Successful sales experience in the insurance brokerage industry
Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts
Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue

Nice To Haves

Life insurance license
FINRA securities registration
CLU, ChFC, and CFP certifications

Responsibilities

Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business
Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity
Develop a Business Plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota
Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production
Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
Maintain a consistent blend of Permanent versus Term business
Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
Remain contemporary on relevant industry, legislative and tax-related issues
Provide feedback from agents on product marketing, processing and other related customer service issues
Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production
Maintain accurate customer relationship management (CRM) activity records
Presents, conducts and organizes seminars for agents
Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the Underwriting process and is able to navigate a case from presale to placement