Regional Sales Vice President

Western & Southern Financial Group•Long Beach, CA

About The Position

Regional Sales Vice Presidents are responsible for achieving regional life and annuity sales goals profitably, as established by the Senior Vice President. The role focuses on maintaining and enhancing relationships with existing General Agents (GAs) and recruiting new GAs who meet the Company's quality standards, helping grow Lafayette Life Insurance Company's regional life and annuity business. The position works with minimal supervision and independently makes a broad range of critical decisions, escalating issues to executive-level associates when appropriate. The role provides orientation, product training, and direct sales support to GAs; works closely with an Internal Wholesaler to promote products and carry out field activities; develops extensive product and operational knowledge; and shares feedback and industry intelligence with the company. It also includes prudent expense management, timely reporting, and extensive travel. The position travels and works in various office settings, frequently performs desk and computer work, and may require extended hours during peak workloads or special projects and events.

Requirements

Bachelor's degree in business or a related field, or commensurate industry experience.
Significant experience in the life insurance business, understanding of agency management, and a successful track record managing a region and recruiting new General Agents.
Subject matter expertise in life insurance and annuity products, agency management, and agency structures.
Subject matter expertise in agency/IMO agent contracting and commissions.
Strong knowledge of life insurance and annuity websites and their use as information and communication tools for General Agents, IMOs, advisors, and staff.
Strong knowledge of whole life illustration software, including integration with the various selling systems Lafayette Life uses.
Ability to create and present effective whole life and annuity product and training presentations, and to position Lafayette Life's business advantages in virtual and in-person formats.
Self-motivated and goal-oriented.
Team player who can compromise for the betterment of LLIC.
Good negotiating and problem-solving skills.
Working knowledge of Microsoft Office applications.
Working knowledge of extranets and product illustration software.
State insurance license required upon hire.
Valid driver's license and safe driving record.
Ability to communicate verbally and exchange accurate information with customers and associates.
Visual acuity to read and interpret correspondence, procedures, reports, and forms, and to inspect work for accuracy, neatness, and thoroughness.
Ability to prepare written correspondence, reports, and forms in prescribed formats and according to punctuation, grammar, diction, and style rules.
Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.

Nice To Haves

CFP, CLU, or ChFC designation.

Responsibilities

Recruit new General Agents in the assigned territory who meet company quality standards and can write profitable business.
Maintain strong, positive relationships with existing General Agents in the region who write profitable business for LLIC.
Provide orientation, product training, and direct sales support to new and existing General Agents in the assigned territory or as needed.
Coordinate closely with the Internal Wholesaler on field activities and promote LLIC products to new and existing General Agents.
Develop and use advanced knowledge of LLIC products, sales features, sales systems, product updates, and operational procedures.
Provide input to LLIC on ways to improve product sales and service.
Monitor competitors and industry trends and share timely information with the Internal Wholesaler and Home Office staff.
Manage expenses prudently within assigned parameters.
Submit regional recruiting, sales, and expense reports to management in a timely manner.
Keep up with business trends, network, and monitor competitors' strategies and major operational initiatives.
Perform other duties as assigned.
Comply with all policies and standards.