Role Description
Assurity is looking for enthusiastic, driven and collaborative people to join our team. In this position, under supervision of the Vice President of Individual Sales, you will focus on increasing sales in your assigned territory.
Essential Functions
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Sales & Production
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Develop and execute regional sales plans to meet new business premium and to meet and/or exceed assigned annual sales goals.
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Recruit, develop, and manage a network of distribution relationships, focused on National Account and Brokerage Insurance agencies.
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Relationship Management
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Work collaboratively with internal regional wholesaler to deliver exceptional service.
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Engage regularly with distribution.
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Serve as primary Company contact for top-producing distribution partners in the region.
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Conduct regular business reviews with key partners to assess production, service needs, and growth opportunities.
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Training and Advisory Support
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Deliver product training to distribution partners on plan designs, positioning, and underwriting guidelines.
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Advise and support development of competitive case proposals.
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Share sales strategies and competitive insights to help distribution partners grow production.
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Cross-functional Collaboration
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Work with administrative teams to identify opportunities to enhance service.
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Collaborate with marketing on programs and collateral materials.
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Provide input to product development on emerging market trends and competitive product in the individual insurance market.
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Reporting & Forecasting
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Maintain accurate, up-to-date CRM records of distribution relationships and activity.
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Deliver regular sales forecasts and regional performance reports to sales leadership.
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Monitor persistency/lapse trends and develop retention action plans as needed.
Qualifications
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Four to eight years of experience working in a carrier representative position with an insurance carrier.
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Professional oral and written communication and presentation skills required.
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Decision-making ability and analytical thinking skills required.
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Experience in public speaking.
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Consistent and reliable attendance is an essential function of this position.
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Bilingual proficiency in English and Spanish preferred.
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Talent required in achiever, pride, persuasion, courage, communication, business sense, critical thinking, sophistication, relator, personalizer, belief, discipline, responsibility, and focus.
Education and Certification Requirements
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Bachelorβs degree in business or related field or equivalent.
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Life and health insurance license preferred.
Physical and Work Schedule Requirements
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This position will manage and reside in their assigned territory - Florida, Georgia, South Carolina, & North Carolina.
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This position is remote with occasional visits to the home office located in Lincoln, NE.
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May require work more than 40 hours a week to complete functions of position.
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30%-50% travel.