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

About the role

This position exists to provide Diversified Brokerage Services (DBS) with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports.

Responsibilities

• Drive growth in an established, high-performing territory covering California (Orange County & Los Angeles) and Hawaii.
• Implement key account strategies and processes with all accounts including 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.

Requirements

• 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.

Qualifications

• 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.
• Able to quickly learn new business/communications systems and technologies.
• Able 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.

Skills

• Knowledge of MS Office Suite and Salesforce (or similar CRM).
• Experience with Concur (or related expense management).

Benefits

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.

Pay

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.

Schedule

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.