Regional Sales Director, West Coast/California (Life Ins & Related Products)
Mannsville, Oklahoma, United States · Remote OK
Senior
Posting Description Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of …
Posting Description Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of …
Skills: Time management, Organizational skills, Problem-solving, Customer service, Verbal communication
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Commercial Lines Associate Broker (East Coast hybrid or remote)
Charlotte, North Carolina, United States · Remote OK
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Pleasant Hill, California, United States · On-site
Senior+
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Pleasant Hill, California, United States · On-site
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Posting Description Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individ…
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Pleasant Hill, California, United States · On-site
Mid level
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Pleasant Hill, California, United States · On-site
Mid level
Posting Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and indivi…
Skills: Account Management, Client Relationship Management, Verbal Communication, Written Communication, Microsoft Word
Regional Sales Director, West Coast/California (Life Ins & Related Products)
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Full-time
bachelor degree
Competitive salary, Paid time off, Paid holidays, 401(k) with match, Exclusive discount programs, Health & wellness programs
Posted 26d ago
Apply by Jun 30
~40 hrs/week
Remote in California, United States
Responsibilities
The Regional Sales Director is responsible for acquiring and growing relationships with new and existing individual brokers, producer groups, and national accounts. This includes implementing key account strategies and driving production goals within the West Coast/California territory.
Requirements
Candidates must have past sales and relationship management experience in the life insurance industry and hold a Life and Health License. Required certifications include FINRA Series 6, 7, or 63, with a college degree preferred.
Full job description
Posting Description
Who We Are:
Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who 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.
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.
The Regional Sales Director will drive growth in an established, high-performing territory covering the West Coast/California . The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation’s most established and successful brokerage agencies.
This is a fully remote with travel opportunity that offers a competitive base salary of $75,000 + overrides, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion.
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 plan
Develop existing broker/account relationships and manage recruiting for new broker/accounts
Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
Continued development of industry, concept, carrier, and product knowledge
Contribute to the overall success and profitability of the agency
Meet or exceed acquired and assigned account production goals
Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
Continued development of industry, concept, carrier, and product knowledge
Education and/or Experience:
Past sales and relationship management experience in the life insurance industry required
FINRA: Series 6 or 7, or 63 is required
College degree or other higher education preferred
Life and Health License
Knowledge, Skills, and/or Abilities:
Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize
Team Participation: Must work effectively in a diverse group of people as a team member
Must have the ability to travel within assigned region approximately 40-50% (typically, same-day or short overnight trips and others as required)
MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
Able to quickly learn new business/communications systems and technologies
Ability to communicate in a professional manner
High focus on quality and customer satisfaction
Flexible and able to react to change in a productive and positive manner
Strong work ethic and ability to work with a sense of urgency
Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous
What 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. The base salary range for this position is $64,000 to $75,000 plus overrides, with top performers capable of earning $250,000+ annually. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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Related keywords
Life InsuranceBrokerage General AgencyFINRA Series 6FINRA Series 7FINRA Series 63Life and Health LicenseSalesforceCRMConcurWholesalePoint-of-SaleAccount ManagementStrategic Marketing PlanGold SheetNational AccountsProducer Groups
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US