Regional Sales Director, North - Life Insurance & Related Products

Overview

Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance. We’re proud of our roots, starting as a family‑run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed our strengths and refined our processes to deliver the best possible experience for the advisors we serve.

We invite you to learn more about us and discover the “DBS Difference” for yourself!

We’re part of NFP, a Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach.

This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts, as well as growing relationships with existing brokers, producer groups and national accounts. It is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives.

This will be accomplished by gaining and maintaining a deep understanding of the client organization’s wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation.

• Implement key account strategies and processes with all accounts, including Gold Sheet, action plan, and strategic marketing plan.
• Develop existing broker/account relationships and manage recruiting for new broker/accounts.
• Regularly communicate the status of accounts to the DBS team, keeping them informed of pertinent issues, especially during onboarding.
• Continued development of industry, concept, carrier, and product knowledge.
• Contribute to the overall success and profitability of the agency.
• Meet or exceed acquired and assigned account production goals.
• Maintain and execute key account strategies and processes across all accounts, including Gold Sheet, action plan, and strategic marketing plan.
• Regularly communicate account status to the DBS team, especially during onboarding.
• Ensure timely and accurate information flow and issue resolution to support broker relationships.

• Past sales and relationship management experience in the life insurance industry required.
• FINRA:
  Series 6 or 7, or 63 is required.
• College degree or other higher education preferred.
• Life and Health License.

• Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize.
• Team participation: must work effectively in a diverse group of people as a team member.
• Ability to travel within the assigned region approximately 40–50% (same-day or short overnight trips as required).
• MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required.
• Able to quickly learn new business/communications systems and technologies.
• Ability to communicate in a professional manner; high focus on quality and customer satisfaction.
• Flexible and able to react to change in a productive and positive manner.
• Strong work ethic and ability to work with a sense of urgency.
• Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous.

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $64,000 to $75,000.

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP is an inclusive Equal Employment Opportunity employer.