Regional Sales Director, Annuities
Core
Drive annuity sales growth and deepen advisor engagement across a designated territory using consultative sales strategies.
Role type
Regional Sales Director (Annuities)
Builds
Annuity sales and advisor business plans
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
consultative sales, relationship management, territory management, CRM tools, business intelligence, regulatory compliance, product expertise
Preferred skills
annuity product knowledge, advisor distribution channels, industry trend analysis
Technologies
CRM tools, proprietary systems, business intelligence, sales reports
Responsibilities
Develop and expand relationships with financial advisors, create territory business plans, conduct outbound sales calls and presentations, leverage CRM and BI tools to identify opportunities, monitor industry trends and regulatory changes, manage workload and travel for sales activities
Seniority
Mid-level, hands-on sales leader