Regional Sales Director - South Central Region

Kuvare Holdings • Austin, TX

1d

About The Position

The Regional Sales Director (External Wholesaler) will be responsible for growing and managing the South-Central regional sales territory (TX/OK/AR/MS/LA/NM). This field-based role involves working directly with producing agents and advisors to drive sales growth and strengthen relationships. The Regional Sales Director will create strategies, recruit new relationships, manage relationships with current agents/advisors, and be responsible for overall growth in the regional territory. The individual will be part of the sales team and will collaborate and partner with the Internal Wholesaler also assigned to the region to achieve sales goals. The individual will work with peers who manage other regional territories, as well as sales support, underwriting and other home office staff at all levels of the company and across all functions.

Requirements

• Bachelor’s Degree. Life and Health Insurance license.
• Have or obtain Series 6
• 3+ years of experience in Index Annuities sales and/or wholesaling
• Able to work independently with limited supervision.
• Strong organizational skills.
• Self-motivated work ethic.
• Strong communication skills.
• Excellent interpersonal skills
• Ability and willingness to travel (approximately 60%) as needed.
• Dynamic individual and group presentation skills.
• Must project a positive, professional image and conduct.
• Working knowledge of Outlook, Word, Excel, and experience with sales CRM software.

Responsibilities

• Recruit qualified and successful financial advisors and General Agents through referrals from other agents and cold calling.
• Motivate, educate, and support appointed producers to increase sales of United Life insurance and annuity products.
• Facilitate the onboarding of newly appointed producers in partnership with other team members to get them writing products of United Life.
• Facilitate the onboarding process of newly recruited institutions and producers in partnership with other company responsible parties (selling agreements, suitability, contracting, etc.).
• Work in partnership with Internal Wholesaler to determine and execute the most effective way to achieve sales goals.
• Facilitate group meetings and webinars for Agencies and Financial Institutions to help increase awareness of and sales of United Life products.
• Build marketing plans with financial institution partners, leveraging input and participation from the United Life sales team.
• Maintain a productive territory through appointing new agents and cancelling nonproducing agents.
• Serve as a liaison between companies and agencies to resolve problems and promote positive working relationships. Monitor agency performance to recognize problems and recommend solutions.
• Provide feedback on the product, price, and services that the agency desires.
• Maintain knowledge of competitor products and the competitive advantages of United Life products to share with producers.
• Interpret marketing and sales reports, incorporating reported results into new solutions and processes to improve territory performance.
• Review agencies with underwriting and compliance teams. Be responsible for communicating issues and improvement needs to agencies (at least on a quarterly basis) and facilitate cancellation of the Agency if goals are not met.
• Track activities and field interactions in the company's CRM.

What This Job Offers

• Job Type: Full-time
• Career Level: Director