Pacific NW Regional Sales Director - Life & Related Products (Future) jobs in United States
cer-icon
Apply on Employer Site
company-logo

NFP, an Aon company · 6 hours ago

Pacific NW Regional Sales Director - Life & Related Products (Future)

NFP, an Aon company, is one of the largest brokerage general agencies in the United States specializing in life insurance. The Regional Sales Director will focus on acquiring and growing relationships with brokers and national accounts to drive growth in a high-performing territory, providing direction on production goals and marketing initiatives.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Implement key account strategies and processes with all accounts. 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 your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
Continued 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
Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
Continued development of industry, concept, carrier, and product knowledge

Qualification

Life insurance experienceSales strategy developmentRelationship managementFINRA Series 6Salesforce proficiencyTeam orientationCustomer satisfaction focusOrganizational skillsCommunication skillsFlexibility

Required

Past sales and relationship management experience in the life insurance industry required
FINRA: Series 6 or 7, or 63 is required
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

Preferred

College degree or other higher education preferred
Life and Health License preferred

Benefits

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

Company

NFP, an Aon company

company-logo
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.

Funding

Current Stage
Public Company
Total Funding
$948.45M
Key Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M

Leadership Team

leader-logo
Douglas Hammond
CEO
linkedin
leader-logo
Caleb Noel
Executive Vice President, Chief Financial Officer
linkedin
Company data provided by crunchbase