Note: The job is a remote job and is open to candidates in USA. Wealthspire is a leading brokerage agency specializing in life insurance. The Regional Sales Director will focus on acquiring and growing relationships with individual brokers and national accounts, driving growth in the Pacific Northwest territory.
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
- 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
Skills
- Past sales and relationship management experience in the life insurance industry required
- FINRA: Series 6 or 7, or 63 is required
- Life and Health License
- 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
- 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
- College degree or other higher education preferred
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview