Regional Sales Director, West Coast/California (Life Ins and Related Products)

NFP•Telecommuter, CA

10d•Remote

About The Position

Diversified Brokerage Services (DBS), part of NFP and an Aon company, is a leading brokerage general agency specializing in life insurance. With over 50 years of experience, DBS focuses on providing the best possible experience for the advisors they serve. NFP is a global organization known for its consultative approach to risk, workforce, wealth management, and retirement challenges. This role is an independent contributor position with no direct reports, focused on acquiring and growing relationships with new and existing individual brokers, producer groups, and national accounts. The Regional Sales Director will drive growth in an established territory covering the West Coast/California, supported by an experienced internal team. The position is fully remote with travel requirements and offers a competitive compensation structure.

Requirements

Past sales and relationship management experience in the life insurance industry required.
FINRA: Series 6 or 7, or 63 is required.
Life and Health License.
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.
Must work effectively in a diverse group of people as a team member.
Must have the ability to travel within assigned region approximately 40-50% (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.

Nice To Haves

College degree or other higher education preferred.

Responsibilities

Implement key account strategies and processes with all accounts, including 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 accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process.
Continue 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.