National Financial Partners
Regional Sales Director, Life Products (Remote, IL Pref.)
National Financial Partners, Frankfort, Kentucky, United States, 40601
Who We Are
This position will support Diversified Brokerage Services (a subsidiary of NFP). NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary
This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. FINRA: Series 6 or 7, or 63 is required.
Are you a person that is ready for a new challenge? Do you have life insurance experience and knowledge? Perhaps you have what it takes to be one of the National field relationship managers for one the country's largest brokerage general agencies: DBS. We are looking to bring in new talent in our Central Region.
This is a full-time, salary plus commission role working remotely within the central region. You will travel within your assigned region to support clients and your target premium revenue goals (approximately 40% travel). An experienced candidate from Chicago, IL preferred, but we are open to consider candidates in other states within the region.
Essential Duties and Responsibilities
This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.
Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing planDevelop existing broker/account relationships and manage recruiting for new broker/accountsRegularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding processContinued development of industry, concept, carrier, and product knowledgeContribute to the overall success and profitability of the agencyMeet or exceed acquired and assigned account production goalsImplement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing planRegularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding processContinued development of industry, concept, carrier, and product knowledgeEducation and/or ExperiencePast sales and relationship management experience in the life insurance industry requiredFINRA: Series 6 or 7, or 63 is requiredCollege degree or other higher education preferredLife and Health License preferredKnowledge, Skills, and/or AbilitiesLeadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritizeTeam Participation: Must work effectively in a diverse group of people as a team memberMust have the ability to travel within assigned region approx. 40% (typically, same-day or short overnight trips and others as required)MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) requiredAble to quickly learn new business/communications systems and technologiesAbility to communicate in a professional mannerHigh focus on quality and customer satisfactionFlexible and able to react to change in a productive and positive mannerStrong work ethic and ability to work with a sense of urgencyEnsures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteousLife POS experience a plusWhat We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
This position will support Diversified Brokerage Services (a subsidiary of NFP). NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary
This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. FINRA: Series 6 or 7, or 63 is required.
Are you a person that is ready for a new challenge? Do you have life insurance experience and knowledge? Perhaps you have what it takes to be one of the National field relationship managers for one the country's largest brokerage general agencies: DBS. We are looking to bring in new talent in our Central Region.
This is a full-time, salary plus commission role working remotely within the central region. You will travel within your assigned region to support clients and your target premium revenue goals (approximately 40% travel). An experienced candidate from Chicago, IL preferred, but we are open to consider candidates in other states within the region.
Essential Duties and Responsibilities
This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.
Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing planDevelop existing broker/account relationships and manage recruiting for new broker/accountsRegularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding processContinued development of industry, concept, carrier, and product knowledgeContribute to the overall success and profitability of the agencyMeet or exceed acquired and assigned account production goalsImplement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing planRegularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding processContinued development of industry, concept, carrier, and product knowledgeEducation and/or ExperiencePast sales and relationship management experience in the life insurance industry requiredFINRA: Series 6 or 7, or 63 is requiredCollege degree or other higher education preferredLife and Health License preferredKnowledge, Skills, and/or AbilitiesLeadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritizeTeam Participation: Must work effectively in a diverse group of people as a team memberMust have the ability to travel within assigned region approx. 40% (typically, same-day or short overnight trips and others as required)MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) requiredAble to quickly learn new business/communications systems and technologiesAbility to communicate in a professional mannerHigh focus on quality and customer satisfactionFlexible and able to react to change in a productive and positive mannerStrong work ethic and ability to work with a sense of urgencyEnsures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteousLife POS experience a plusWhat We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.