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Regional Sales Director
Saybrus PartnersRegional Sales Director wholesaling life insurance and annuity solutions for banks and broker-dealers. Building advisor relationships, training representatives, and driving regional sales growth.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in promoting and supporting annuity products within bank and broker-dealer channels, leveraging strong relationships and effective communication skills to achieve sales objectives. Proficient in utilizing Salesforce.com for tracking sales activities and maintaining compliance with industry standards.
Highest-signal resume keywords
Salesforce.com ProficiencyAnnuity Product KnowledgeFINRA Series 6 or 7Life Insurance LicenseWholesaling Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Annuity SalesProduct Design SupportSales Process UnderstandingData AnalysisActivity Planning
Soft Skills
Excellent Communication SkillsPresentation SkillsSelf-StartingOrganizational SkillsGoal-Oriented
Tools & Technologies
Salesforce.comPowerPointLaptop Computers
Certifications & Qualifications
FINRA Series 6 or 7Life Insurance LicenseState Life and Annuity Insurance Licenses
Industry Keywords
Bank and Broker-Dealer ChannelsFixed AnnuitiesMYGAVAFIARILAWholesaling ExperienceCompliance RequirementsSales ObjectivesStrategic Relationships
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Achieve or exceed sales objectives established by Saybrus Institutional Annuity Management
- Support assigned national and local accounts through representative appointments, educational group sessions and conferences
- Promote annuity portfolios to bank and broker-dealer representatives
- Provide case and product design support, fact-finding and discovery
- Train representatives on annuity products, features and sales ideas
- Assist representatives with the new business process
- Develop and implement an activity plan maximizing field contacts within assigned territory and relationships
- Maintain accurate records of sales calls, cases opened, actions taken and other pertinent data
- Monitor actual sales results, compare results to forecasts and adjust plans as needed with the Regional Sales Manager at least quarterly
- Leverage and coordinate regional and Home Office resources
- Use Salesforce.com daily to log advisor data, activity data and other pertinent information
- Support Saybrus and annuity manufacturers at industry functions
- Establish and maintain strategic national, regional and local relationships
- Manage a specific Travel & Expense budget
- Partner with internal wholesale support
- Adhere to compliance requirements and standards
Requirements
What you’ll need- Strong working understanding of and solid relationships within bank and broker-dealer channels
- Working knowledge of fixed, MYGA, VA, FIA and RILA annuities
- Understanding of how FIAs are incorporated into a client’s portfolio
- Ability to explain product-line fit within an overall solutions-based plan
- Broad and comprehensive knowledge of products sold by registered representatives
- Understanding of and ability to explain the sales process
- Excellent oral and written communication skills
- Excellent presentation skills, including face-to-face meetings, webinars and larger audiences
- Ability to work effectively with little daily supervision; self-starting, organized and goal/results oriented
- FINRA Series 6 or 7, or ability to obtain within 90 days of hire
- Appropriate state life and annuity insurance licenses
- Current Life Insurance License (Life and Variable Lines)
- Pertinent industry designations are a plus
- Proficiency with relevant technology, including laptop computers and PowerPoint
- Approximately 5 years of wholesaling experience in the bank and broker/dealer space
- Daily use of Salesforce.com is mandatory
- Employment offer contingent upon successful background screening
Benefits
Comp & perks- Salaries, incentive awards and comprehensive benefits based on individual and company performance
- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance