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NFP, an Aon company · 7 hours ago

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

Boise, ID

Full-time

Hybrid

Senior Level, Lead/Staff

$60K/yr - $75K/yr

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 while driving growth in an established territory, requiring a strong background in life insurance and sales strategies.

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 orientationOrganizational skillsCommunication skillsFlexibilityWork ethic

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

Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize

Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as 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