About The Position

Diversified Brokerage Services (DBS), part of NFP and an Aon company, is a leading brokerage general agency specializing in life insurance since 1968. This role is for a dedicated resource focused on acquiring and growing relationships with new and existing individual brokers, producer groups, and national accounts. The position is an independent contributor role with no direct reports, focusing on providing direction on production goals, account status, trends, and marketing initiatives by understanding client needs. The Regional Sales Director will drive growth in the established Mid Atlantic territory, supported by an experienced internal team. This is a fully remote position with travel required approximately 40% of the time for client engagement, industry events, and business expansion. DBS works with insurance agents, brokers, and financial advisors nationwide to secure life insurance products for their clients.

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.
  • MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required.
  • Ability to travel within assigned region approximately 40-50% (typically, same-day or short overnight trips and others as required).
  • 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.
  • 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.

Benefits

  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
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