Sales Director

Job Summary

Building and managing relationships with financial advisors and insurance producers, the full-time Sales Director will focus on serving high-net-worth clients and self-generating business through various outreach methods, while working remotely or onsite in Irvine.

Key responsibilities

• Develop and maintain relationships with financial advisors and insurance producers
• Self-generate business through conferences, seminars, and outbound outreach
• Manage a consultative sales cycle from initial introduction to closing

Required qualifications

• 8+ years of experience in life insurance, annuities, or financial services
• Proven track record of selling to or through financial advisors and broker-dealers
• Experience with a relationship-based sales cycle and pipeline management
• Ability to confidently present to groups and engage with high-net-worth clients