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NFP, an Aon company · 2 weeks ago

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

Colfax, WA

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 producer groups while driving growth in a high-performing territory. This role requires a strong background in life insurance and involves implementing key account strategies and managing broker relationships.

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

FINRA: Series 6 or 7, or 63

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 work effectively in a diverse group of people as a team member

Must have the ability to travel within assigned region approx 50%

MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management)

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