Purpose of the Position

The Regional Director will develop and create new business brokerage/sales activity via the distribution

of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance

products to agents, clients, and/or accounts nationwide through digital, face-to-face visits to

conferences, meetings, agencies and agents directly.

Key Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both

major and minor, which are not mentioned below. Specific activities may change from time to time.

▪ Prospect, profile and manage existing producers for new and existing insurance sales opportunities;

recruit new producers into book of business.

▪ Utilize and understand internal resources to capitalize on team results, and coordinate with

supporting team to monitor and drive activity.

▪ 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 monthly, 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.

▪ Present, conduct and organize seminars for agents.

▪ Demonstrate technical selling skills and product knowledge in areas of life, annuity, long-term care,

and disability Understanding of the underwriting process and can navigate a case from presale to

placement.

The Candidate

Professional Experience/Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the

essential functions.

▪ Successful sales experience with life insurance products and/or insurance brokerage industry with

proven proficiency in developing strategic sales plan and continually achieving or exceeding

assigned quotas.

▪ 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.

▪ Effective interpersonal and written communication skills.

▪ Ability to provide excellent customer service to both internal and external customers.

▪ Effective time management skills with the ability to prioritize and accomplish multiple tasks

simultaneously.

▪ Capable of working independently as well as in a team environment.

▪ Demonstrated proficiency in basic computer applications such as Microsoft Office.

▪ Ability to analyze problems and develop solutions.

▪ Ability to communicate with individuals at all levels of the organization.

▪ Excellent prospecting, presentation, and conceptual selling skills.

▪ Must be able to travel 25+%.

▪ Life insurance license, FINRA securities registration, CLU, ChFC, and CFP certifications and other

commercial oriented designations desirable.

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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis.