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Crump Life Insurance Services · 3 days ago

Regional Director (Life Insurance Wholesaler)

United States

Full-time

Remote

Senior Level, Lead/Staff

$150K/yr - $250K/yr

Crump Life Insurance Services is a leading third-party distributor and service provider of insurance and retirement products. The Regional Director will develop and create new business brokerage/sales activity via the distribution of life insurance and related products to agents and clients nationwide.

BankingFinancial ServicesInsuranceLife InsuranceRetirement

Responsibilities

Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business

Utilize and understand internal resources to capitalize on team results, and coordinate with supporting team to monitor and drive activity

Develop a business plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota

Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production

Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base

Maintain sales production metrics monthly, build appropriate sales inventory and achieve sales production plan

Maintain a consistent blend of Permanent versus Term business

Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies

Remain contemporary on relevant industry, legislative and tax-related issues

Provide feedback from agents on product marketing, processing and other related customer service issues

Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production

Maintain accurate customer relationship management (CRM) activity records

Present, conduct and organize seminars for agents

Demonstrate technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability Understanding of the underwriting process and can navigate a case from presale to placement

Qualification

Life insurance productsSales strategy developmentRecruiting producersCustomer relationship managementProblem analysisMicrosoft OfficeCommunication skillsTime managementConceptual sellingCustomer serviceTeam collaborationPresentation skillsIndependent work

Required

Successful sales experience with life insurance products and/or insurance brokerage industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas

Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts

Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue

Effective interpersonal and written communication skills

Ability to provide excellent customer service to both internal and external customers

Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously

Capable of working independently as well as in a team environment

Demonstrated proficiency in basic computer applications such as Microsoft Office

Ability to analyze problems and develop solutions

Ability to communicate with individuals at all levels of the organization

Excellent prospecting, presentation, and conceptual selling skills

Must be able to travel 25+%

Life insurance license, FINRA securities registration, CLU, ChFC, and CFP certifications and other commercial oriented designations desirable

Bachelor's degree or equivalent education, training and work-related experience