[Hiring] Regional Director @AmeriLife

Role Description

The Regional Director generates sales revenue to obtain sales quota. Position will be remote, however must be in Southern California.

Essential Duties and Responsibilities

• Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business.
• Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity.
• Develop a Business Plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota.
• Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production.
• Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base.
• Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan.
• Maintain a consistent blend of Permanent versus Term business.
• Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies.
• Remain contemporary on relevant industry, legislative and tax-related issues.
• Provide feedback from agents on product marketing, processing and other related customer service issues.
• Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production.
• Maintain accurate customer relationship management (CRM) activity records.
• Presents, conducts and organizes seminars for agents.
• Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability.
• Understanding of the Underwriting process and is able to navigate a case from presale to placement.

Qualifications

• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service to both internal and external customers.
• Effective time management skills.
• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently as well as in a team environment.
• Ability to work in a self-directed fashion.
• Experience with PCs in a Windows environment.
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
• Ability to analyze problems and develop solutions.
• Ability to communicate with individuals at all levels of the organization.
• Bachelor’s degree or equivalent education, training and work-related experience.
• Excellent prospecting, presentation, and conceptual selling skills.
• Minimum four years of successful sales experience with life insurance products in the insurance industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas.
• Successful sales experience in the insurance brokerage industry.
• Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts.
• Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue.

Requirements

• Life insurance license.
• FINRA securities registration.
• CLU, ChFC, and CFP certifications.

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.