NFP, an Aon company · 2 weeks ago
Pacific NW Regional Sales Director - Life & Related Products (Future)
NFP, an Aon company, is a leading brokerage agency specializing in life insurance. The Regional Sales Director will focus on acquiring and growing relationships with brokers and national accounts, driving growth in an established territory while collaborating with an internal team.
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
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
Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required)
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
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Recent News
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