Regional Insurance Sales Manager (Life and Annuity)
Integrity · Needham, MA · 3 mo ago
Business DevelopmentFull-time
Job Summary
We are seeking an eager, self-starting brokerage manager to help grow our business. This role functions as a consultative Account Executive and External Wholesaler, responsible for driving production through independent advisors within an assigned territory.
Primary Responsibilities
- Build and manage a book of 100-200 active advisors
- Able to increase sales from current book of advisors
- Pro-actively engage prospects, understand customer needs and develop consultative sales and account management strategies to penetrate new accounts
- Work closely with internal sales support to develop winning sales proposals for customers
- Develop and maintain long and short range sales plans. Provide accurate sales forecasting
- Track new case processing from submission through completion
- Monitor, analyze, and communicate monthly sales data to contribute to product/service planning
- Develop and enhance industry and product knowledge to effectively communicate and build credibility with independent agents and financial advisors
Primary Skills & Requirements
- 3+ years’ experience in an increasingly responsible sales role
- Self-starter with a proven track record of exceptional performance exceeding goals on a continuous basis
- Experience brokering life, annuity, long-term care and disability insurance products preferred
- Strong negotiation and problem solving skills
- Excellent consultative sales and customer relation skills
- Articulate and persuasive communicator (both written and oral)
- Experience building and managing a sales pipeline using a CRM solution
- Proficiency in Microsoft Office
- Must possess a strong work ethic, a positive attitude, good organizational skills, account management skills, ability to energetically drive the sales process and be detail oriented
- Conduct oneself with a focus on service excellence, fair dealing, and client-first decision making
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.
Benefits
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability