Regional Sales Director

🕒 6 days ago

🏈 Alabama, Florida, +1 more states – Remote

🏈 Alabama – Remote 🐊 Florida – Remote 🎸 Mississippi – Remote

⏰ Full Time

🔴 Lead

🤑 Sales

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

🏥 Healthcare

💼 Consulting

💸 Finance

💰 Secondary Market on 2022-06

Healthcare • Consulting • Finance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Achieve or exceed sales objectives established by Saybrus Institutional Annuity Management • Support assigned national and local accounts through representative appointments, educational group sessions, and conferences • Promote annuity portfolios to bank and broker-dealer representatives • Provide case and product design support, fact-finding, and discovery • Train representatives on annuity products, features, and sales ideas • Assist representatives with the new business process • Develop and implement activity plans maximizing field contacts within the assigned territory and relationships • Maintain accurate records of sales calls, cases opened, actions taken, and other pertinent data • Monitor actual sales results, compare results with forecasts, and adjust plans as needed with the Regional Sales Manager • Coordinate regional and Home Office resources • Use Salesforce.com daily to log advisor data, activity data, and other pertinent information • Support Saybrus and annuity manufacturers at industry functions • Establish and maintain strategic national, regional, and local relationships • Manage a specific Travel & Expense budget • Partner with internal wholesale support • Adhere to relevant compliance requirements and standards

🎯 Requirements

• Strong working understanding of, and solid relationships within, bank and broker-dealer channels • Working knowledge of fixed, MYGA, VA, FIA, and RILA annuities • Understanding of how FIAs are incorporated in a client’s portfolio • Ability to explain how the product line fits into an overall solutions-based plan • Broad and comprehensive knowledge of products sold by registered representatives • Understanding of and ability to explain the sales process • Excellent oral and written communication skills • Excellent presentation skills, including face-to-face meetings, webinars, and larger audiences • Ability to work effectively with little daily supervision; self-starting, organized, and goal/results oriented • FINRA Series 6 or 7, or ability to obtain within 90 days of hire • Appropriate state life and annuity insurance licenses • Current Life Insurance License (Life and Variable Lines) • Proficiency with relevant technology, including laptop computers and PowerPoint • Approximately 5 years of wholesaling experience in the bank and broker-dealer space • Pertinent industry designations are a plus

🏖️ Benefits

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance