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Regional Director

2 months ago

Charlotte, North Carolina, United States Truist Full time
Job Description

Job Summary:

The Regional Director is a key leadership position responsible for generating sales revenue to achieve sales quota. This role requires a strong understanding of the insurance industry and the ability to develop and manage relationships with producers to drive business growth.

Key Responsibilities:

  • Prospect, profile, and manage existing producer groups to generate revenue through relationship development, phone canvassing, foot canvassing, vertical marketing, direct mail, and referrals.
  • Focus on high-producing agents to improve agent retention and increase productivity, maintaining a consistent blend of permanent and term business.
  • Develop a business plan with sales leadership that details activities to be followed during the fiscal year, focusing on producing or exceeding quota.
  • Present, conduct, and organize seminars for agents to enhance their product knowledge and sales skills.
  • Demonstrate technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability, understanding the underwriting process and navigating cases from presale to placement.
  • Work to improve both product and professional skills by participating in training sessions within Crump and through independent efforts.
  • Visit at least eight agents per month, maintaining accurate records of all activities (calls, presentations, sales, etc.) within their assigned producer group to maximize marketing and territory potential.
  • Act as a mentor to team members across the sales force, hosting producer study group meetings twice a year.
  • Develop agents to increase business and raise the level of production, attaining a level of productivity to incorporate personal business travel to meet one-on-one with highly productive agents.
  • Employ a direct, constructive, consultative sales approach with producers.

Qualifications:

  • Bachelor's degree in business or equivalent education and relevant experience.
  • Effective interpersonal and written communication skills.
  • Ability to provide excellent customer service to both internal and external customers.
  • Effective time management skills.
  • Ability to prioritize and accomplish multiple tasks simultaneously.
  • Capable of working independently as well as in a team environment.
  • Ability to work in a self-directed fashion.
  • Experience with PCs in a Windows environment.
  • Progressive, entrepreneurial selling skills.
  • Expert-level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced concepts.
  • Proven experience in recruiting their own book of business.
  • Excellent knowledge of sales process.
  • Excellent presentation skills, including the ability to present advanced sales concepts to producers.
  • Ability to build, manage, and develop strong interpersonal relationships.
  • Excellent prospecting, presentation, and conceptual selling skills.
  • Ability to display maturity, competitiveness, and good work ethic.
  • Demonstrated ability to achieve up to $500,000 in annual revenue production.
  • Five years of successful experience as a Sales Associate with proven proficiency in developing strategic sales plans and continually achieving or exceeding assigned quotas, or experience in the Life product industry with proven proficiency in product and industry knowledge.
  • Effective presentation skills.

Preferred Qualifications:

  • Life License and Securities registration (Series 6 & 63 minimum) along with CLU, ChFC, CFP certifications.

Benefits:

Truist offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, and tax-preferred savings accounts. Eligible employees may also participate in a deferred compensation plan and/or have an ownership interest in Truist in the form of profits interest or capital interest.