Regional Director

Our Company Explore how you can contribute  over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

The Regional Director generates sales revenue to obtain sales quota. Position will be remote, however must be in Southern California.

• 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 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

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PC's in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor's degree or equivalent education, training and work-related experience
• Excellent prospecting, presentation, and conceptual selling skills
• 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

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

Compensation range between 150k-250k depending on activity and production ramp.

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy,…