Regional Director
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Job Description
Regional Director driving life insurance sales and producer growth for Crump. Managing producers, strategic sales plans, quotas, and policy placement across Southern California.
Responsibilities:
- Generate sales revenue to obtain sales quota
- Prospect, profile, and manage existing producers for new and existing insurance sales opportunities
- Recruit new producers into the book of business
- Utilize internal resources and coordinate with supporting teams to monitor and drive activity
- Develop a fiscal-year business plan focused on producing or exceeding quota
- Grow the book of business, accounts, and territory according to strategic business plan requirements
- Maintain proactive sales relationships with producers through profiling, relationship-building, and broker-base refinement
- Maintain monthly sales production metrics and achieve the sales production plan
- Maintain a consistent blend of Permanent versus Term business
- Partner with operations teams including contracting, illustrations, case management, underwriting, and commissions to issue and place policies
- Stay current on relevant industry, legislative, and tax-related issues
- Provide agent feedback on product marketing, processing, and customer service issues
- Conduct proactive sales calls, sales visits, seminars, marketing campaigns, and outreach
- Maintain accurate CRM activity records
- Present, conduct, and organize seminars for agents
- Demonstrate technical selling skills and product knowledge in life, annuity, long-term care, and disability products
- Navigate cases from presale to placement through understanding of the underwriting process
Requirements:
- Must be in Southern California
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently and in a team environment
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Proficiency in Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Bachelor’s degree or equivalent education, training and work-related experience
- Excellent prospecting, presentation, and conceptual selling skills
- Minimum four years of successful sales experience with life insurance products in the insurance industry
- Proven proficiency in developing strategic sales plans and continually achieving or exceeding assigned quotas
- Successful sales experience in the insurance brokerage industry
- Expert-level knowledge and experience in life products, complex case design, carrier limits/strengths, carrier selection, and advanced sales concepts
- Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue
Benefits:
- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
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