Worksite Regional Vice President
Assurity · Dallas, TX · 1 wk ago
HybridSalesFull-time
Sales & Production
- Develop and execute regional sales plans to meet new business premium and case count targets
- Recruit, develop, and manage a network of distribution relationships, focused on classic worksite brokers, and small employee benefits brokers in the 25-500 life employer market
Relationship Management
- Work collaboratively with internal regional wholesaler to deliver exceptional service
- Engage regularly with distribution
- Serve as primary Company contact for top-producing agencies/brokers in the region
- Conduct regular business reviews with key partners to assess production, service needs, and growth opportunities
Training and Advisory Support
- Deliver product training to distribution partners on plan designs, positioning, and underwriting guidelines
- Advises and supports the development of competitive case proposals
- Advise on enrollment methods, communication strategy, and re-enrollment planning to maximize participation and retention
Cross-functional Collaboration
- Work with administrative teams to identify opportunities to enhance service
- Collaborate with marketing on programs and collateral materials
- Provide input to product development on emerging voluntary benefit needs
Reporting & Forecasting
- Maintain accurate, up-to-date CRM records of distribution relationships and activity
- Deliver regular sales forecasts and regional performance reports to sales leadership
- Monitor persistency/lapse trends and develop retention action plans as needed
Experience and Skill Requirements:
- Four to eight years of experience working in a carrier representative position with a worksite focused carrier
- Professional oral and written communication and presentation skills required
- Decision-making ability and analytical thinking skills required
- Experience in public speaking
- Consistent and reliable attendance
Talent Required:
- Achiever
- Pride
- Persuasion
- Courage
- Communication
- Business Sense
- Critical Thinking
- Sophistication
- Relator
- Personalizer
- Belief
- Discipline
- Responsibility
- Focus
Education and Certification Requirements:
- Bachelor’s degree in business or related field or equivalent
- Life and health insurance license preferred
Physical and Work Schedule Requirements:
- This position will manage their assigned territory - North Texas, Oklahoma, Arkansas
- This position is remote with occasional visits to the home office located in Lincoln, NE
- May require work more than 40 hours a week to complete functions of position
- 30%- 50% travel