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 an excellent experience for the advisors they serve. NFP is recognized for its consultative approach to addressing significant risk, workforce, wealth management, and retirement challenges globally. 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 position requires a deep understanding of client organizations' needs and processes. DBS works with insurance agents, brokers, and financial advisors nationwide to facilitate life insurance products for clients seeking to protect their families or businesses. The Regional Sales Director will be responsible for driving growth in the established Mid Atlantic territory, supported by an experienced internal team. This is a fully remote position with travel requirements.

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 have the ability to travel within assigned region approximately 40-50%.
  • 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.

Benefits

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