Regional Director

Crump•Remote, MI, MI

22h

About The Position

The Regional Director generates sales revenue to achieve sales quota. The role focuses on prospecting, managing, and recruiting insurance producers; growing a book of business; and developing strategic sales activity to meet or exceed production goals. The director builds and maintains producer relationships, coordinates with internal support and operations teams to issue and place policies, and provides agents with product and customer-service feedback. The role also includes conducting agent seminars, maintaining CRM records and sales metrics, and staying current on relevant industry, legislative, and tax-related issues. Product areas include life insurance, annuities, long-term care, and disability.

Requirements

Effective interpersonal and written communication skills.
Ability to provide excellent customer service to internal and external customers.
Effective time-management skills.
Ability to prioritize and accomplish multiple tasks simultaneously.
Ability to work independently and in a team environment, and to work in a self-directed manner.
Experience using PCs in a Windows environment.
Proficiency in basic computer applications, including 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.
At least four years of successful sales experience with life insurance products in the insurance industry, with demonstrated proficiency developing strategic sales plans 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 and strengths, carrier selection, and advanced sales concepts.
Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships to increase revenue.

Nice To Haves

Life insurance license.
FINRA securities registration.
CLU, ChFC, or CFP certification.

Responsibilities

Prospect, profile, and manage existing producers for new and existing insurance sales opportunities, and recruit new producers into the book of business.
Use internal resources and coordinate with the supporting team to monitor and drive activity and team results.
Develop a fiscal-year business plan focused on producing or exceeding quota.
Grow the book of business, accounts, or territory according to strategic business plan requirements, with an emphasis on high-producing agents, retention, and production.
Maintain proactive sales relationships with producers through profiling, relationship-building, and refreshing the broker base.
Track monthly sales production metrics, build sales inventory, and achieve the sales production plan.
Maintain a consistent blend of permanent and term business.
Partner with Crump operations teams, including contracting, illustrations, case management, underwriting, and commissions, to issue and place policies effectively.
Stay current on relevant industry, legislative, and tax-related issues.
Provide agent feedback on product marketing, processing, and customer service issues.
Make the required volume of proactive sales calls and visits, and conduct seminars, marketing campaigns, and outreach to drive production.
Maintain accurate customer relationship management (CRM) activity records.
Present, conduct, and organize seminars for agents.
Demonstrate technical selling skills and product knowledge in life, annuity, long-term care, and disability products; understand underwriting and navigate cases from presale through placement.