State Licensed Regional Sales Director
Job Summary
To achieve and exceed sales objectives, the full-time State Licensed Regional Sales Director will manage relationships with bank and broker-dealer representatives, promote annuity products, and provide training and support, all while working remotely.
Key responsibilities
- Support assigned national and local accounts through individual appointments and educational sessions
- Promote the annuity portfolio and assist representatives with the new business process
- Develop and implement an activity plan to maximize field contacts and maintain accurate sales records
Required qualifications
- Approximately 5 years of wholesaling experience in the bank and broker/dealer space
- Current Life Insurance License (Life and Variable Lines) and FINRA Series 6 or 7 (to be obtained within 90 days of hire)
- Strong understanding of various annuity products and their integration into clients' portfolios
- Proficient in utilizing technology such as Salesforce.com for logging data and activity
- Excellent presentation skills and ability to conduct meetings and webinars effectively
Complete Job Description
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