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 Worksite 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 case count targets.
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Recruit, develop, and manage a network of distribution relationships, focused on classic worksite brokers, and small employee benefits brokers in the 25-500 life employer market.
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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 agencies/brokers 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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Advise on enrollment methods, communication strategy, and re-enrollment planning to maximize participation and retention.
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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 voluntary benefit needs.
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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 a worksite focused carrier.
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Professional oral and written communication and presentation skills.
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Decision-making ability and analytical thinking skills.
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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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Talent required in achiever, pride, persuasion, courage, communication, business sense, critical thinking, sophistication, relator, personalizer, belief, discipline, responsibility, and focus.
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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Manage and travel within an assigned multi-state territory. Current territory assignments may include the Gulf Coast (Georgia, Mississippi, Alabama), Mid-Central (Utah, Idaho, South Dakota, North Dakota, and Minnesota), or Atlantic Coast (North Carolina, South Carolina, Virginia, Kentucky, and Tennessee) region.
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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.