Regional Sales Director – Life Insurance Sales

Job Description

Regional Sales Director, California & Hawaii (Life Ins. and Related Products) | TalentAlly

The Tone:
This is a fully remote role with travel opportunities for Diversified Brokerage Services (DBS), covering California (Orange County & Los Angeles) and Hawaii. DBS, part of NFP, is one of the largest brokerage general agencies specializing in life insurance, with roots dating back to 1968. The company supports insurance agents, brokers, and financial advisors nationwide by helping them secure life insurance products for their clients. This role is critical for acquiring new individual brokers, producer groups, and national accounts, as well as growing existing relationships, directly contributing to the agency’s expansion and success in a key territory.

The TL;DR
• Role: Full Time
• Location: Remote, California & Hawaii (Orange County & Los Angeles focus)
• Pay: $64000–$75000 yearly
• Team: Independent contributor role with no direct reports, reporting to the DBS team.
• Mission: Acquire and grow relationships with new and existing individual brokers, producer groups, and national accounts to drive production goals and business expansion.
• Tech Stack: MS Office Suite, Salesforce (or similar CRM), Concur (or related expense management)

What You’ll Actually Do
• Account Development: Recruit new individual brokers, producer groups, and national accounts while strengthening relationships with existing ones in the assigned territory.
• Strategy Implementation: Develop and execute key account strategies, including Gold Sheet plans, action plans, and strategic marketing plans with all accounts.
• Performance Management: Achieve or exceed production goals for both newly acquired and assigned accounts.
• Client Communication: Maintain regular communication with the DBS team, providing updates on account status and pertinent issues, especially during client onboarding.
• Market Expertise: Continuously expand knowledge of industry trends, concepts, carrier offerings, and life insurance products to best serve clients.

The Must-Haves
• Background: Director-level professional with past sales and relationship management experience specifically within the life insurance industry.
• Experience: Demonstrated experience in wholesale and point-of-sale strategies, with proven ability to travel approximately 40-50% within the assigned California and Hawaii region.
• Skills: Required FINRA Series 6 or 7, or 63; a valid Life and Health License; strong organizational, leadership, and communication abilities; proficiency with MS Office Suite, Salesforce, and Concur.
• Bonus: A college degree or other higher education is preferred.