Regional Sales Director, West Coast/California (Life Ins & Related Products

Regional Sales Director

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. With over 50 years in the insurance industry, we've perfected our processes, resulting in the best possible experience for the advisors we serve. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients. 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:

• 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

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 is an inclusive Equal Employment Opportunity employer.