Pacific NW Regional Sales Director Related Products

Overview

Who We Are:

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’ve grown from a family run business since 1968 to the present, refining our processes to deliver the best possible experience for the advisors we serve. 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 address risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Summary

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 expanding relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives by gaining 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 insuring thousands of people nationwide as a leading distributor of life insurance in the nation.

The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation’s most established and successful brokerage agencies.

This will be a fully remote role with travel opportunity and offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion.

Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available.

Essential Duties and Responsibilities

Note:

This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job.

• Implement key account strategies and processes with all accounts. 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 your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
• 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
• Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
• Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
• Continued development of industry, concept, carrier, and product knowledge

• 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 preferred

• 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…