Kuvare Holdings

Regional Sales Director – South Central Region

Kuvare Holdings

full-time

Posted on:

Location Type: Remote

Location: Louisiana • Mississippi • United States

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Job Level

Lead

About the role

  • 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.

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
  • Strong organizational skills
  • Self-motivated work ethic
  • Ability and willingness to travel (approximately 60%) as needed
  • Working knowledge of Outlook, Word, Excel, and experience with sales CRM software.
Benefits
  • Occasional evening and weekend hours to meet deadlines
  • Travel is required
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Index Annuities saleswholesalingsales CRM software
Soft Skills
organizational skillsself-motivated work ethicability to travel
Certifications
Bachelor’s DegreeLife and Health Insurance licenseSeries 6