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Jobs · Business Development · California

Regional Sales Director, California & Hawaii (Life Ins. and Related Products)

Aon · California, United States · 2 mo ago
On-siteBusiness Development$64k–$75k/yrFull-time

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. Founded in 1968 as a family-run business, we’ve grown while maintaining our core values and perfecting our processes to deliver the best possible experience for the advisors we serve. As part of NFP—a multiple Best Places to Work award winner—we help companies and individuals globally address risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.

About the role

This independent-contributor position focuses on acquiring and growing relationships with new individual brokers, producer groups, and national accounts, as well as deepening existing relationships. The role provides direction on production goals, account status, trends, and marketing initiatives by maintaining a deep understanding of client organizations’ wants, needs, and processes. The Regional Sales Director will drive growth in an established, high-performing territory covering California (Orange County & Los Angeles) and Hawaii, supported by an experienced internal team.

Responsibilities

  • Implement key account strategies and processes (Gold Sheet, action plan, strategic marketing plan) with all accounts
  • Develop existing broker/account relationships and manage recruiting for new broker/accounts
  • Regularly communicate account status to the DBS team, especially during onboarding
  • Continuously develop 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

Requirements

  • Past sales and relationship management experience in the life insurance industry
  • FINRA Series 6 or 7, or 63 license
  • College degree or other higher education preferred
  • Life and Health License
  • Leadership, organizational, and interpersonal skills
  • Ability to travel within the assigned region approximately 40-50% of the time (typically same-day or short overnight trips)
  • Proficiency in MS Office Suite, Salesforce (or similar CRM), and Concur (or related expense management)
  • Ability to quickly learn new business/communications systems and technologies
  • Strong written and oral communication skills
  • High focus on quality and customer satisfaction
  • Flexibility to react to change productively and positively
  • Strong work ethic and ability to work with a sense of urgency
  • Commitment to providing complete, accurate, prompt, confidential, and courteous service to all DBS customers

Pay

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 experience, credentials, education, certifications, skill level, scope of the position, and geographic location. This position may also be eligible for performance-based incentives.

Benefits

  • Competitive salary
  • Paid time off (PTO) and paid holidays
  • 401(k) with company match
  • Exclusive discount programs
  • Health and wellness programs

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