Regional Director
Crump Roofing
full-time
Posted on:
Location Type: Remote
Location: Remote • Massachusetts, Missouri, Montana, Pennsylvania, Virginia, West Virginia • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Drive sales growth by promoting Crump’s value proposition
- Collaborate with internal teams to support producer success
- Maintain and grow relationships across your region
- Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business
- Develop a Business Plan that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota
- Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements with a focus on high producing agents to improve retention and production
- Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
- Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
- Maintain a consistent blend of Permanent versus Term business
- Work with and maintain strong working partnerships with Crump’s operations teams (contracting, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
- Remain contemporary on relevant industry, legislative and tax-related issues
- Provide feedback from agents on product marketing, processing and other related customer service issues
- Make required volume of proactive sales calls, sales visits, seminars, marketing campaigns and outreach to drive production
- Maintain accurate customer relationship management (CRM) activity records
- Presents, conducts and organizes seminars for agents
- Demonstrates technical selling skills and product knowledge in areas of life, annuity, long-term care, and disability
- Understanding of the Underwriting process and is able to navigate a case from presale to placement
Requirements
- Bachelor’s degree or equivalent education, training and work-related experience
- Minimum four years of successful sales experience with life insurance products in the insurance industry with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas
- Successful sales experience in the insurance brokerage industry
- Expert level knowledge and experience in life products, complex case design, carrier limits/strengths, understanding of which carriers to go to, and advanced sales concepts
- Proven sales experience recruiting new producers, growing a book of business, and expanding existing relationships into increased revenue
Benefits
- Industry-leading support
- Technology
- Compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales growthbusiness plan developmentsales production metricscustomer relationship management (CRM)technical selling skillsproduct knowledgeunderwriting processlife insurance productscomplex case designadvanced sales concepts
Soft skills
collaborationrelationship buildingcommunicationstrategic planningproactive salesfeedback provisionseminar organizationterritory managementproducer profilingteam partnership
Certifications
Bachelor’s degree