Note: The job is a remote job and is open to candidates in USA. Daybright Financial is one of the largest independently owned insurance brokerage firms in the country, providing a full range of employee benefits and HR consulting services. The Regional Vice President of Sales will be responsible for achieving sales goals, developing new clients and distribution partners, and managing sales metrics and trends.
Responsibilities
- Achieves sales goals and objectives
- Adds new clients through virtual/in person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors
- Drafts and executes business development and sales plans
- Prepares and communicates activity and pipeline reports
- Assists in the development of new distribution partners
- Ensures effective control of sales metrics and budgets
- Monitors, evaluates, and communicates sales trends
- Monitors and communicates competitor information, including marketing activities, trends, products, services, and pricing
- Manages contacts, pipelines, and customer experience through the use of CRM tools
- Provides feedback and constructive solutions on sales and marketing strategies
- Establishes successful track record of selling retirement and employee benefit programs
- Other duties as assigned
Skills
- 5+ years' related business development experience, including experience selling qualified retirement plans through multiple distribution channels
- Advanced problem solving and analytical skills
- Strong written and verbal communication
- Proficient in Microsoft Office
- Excellent organization, time-management, and client relationship skills
- Strong process management
- Team player
- NASD Series 65 or 66/63 required or within 90 days of employment
- Bachelors in Business Administration preferred
Company Overview