Regional Sales Director

Posted 2 Days Ago
Be an Early Applicant
4 Locations
Remote
Senior level
Insurance
The Role
Drive annuity sales within an assigned territory by wholesaling to bank and broker-dealer representatives. Provide product and case support, training, and presentations; use Salesforce daily to log activity; manage relationships, travel, and expense budgets; monitor results and coordinate with internal teams while ensuring compliance.
Summary Generated by Built In

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife 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.

Job Summary

The Regional Sales Director (RSD) is responsible for achieving/exceeding sales objectives established by the Saybrus Institutional Annuity Management. The sales objective will include overall production by distribution channel, product, and penetration rate. The RSD functions as an external wholesaler of annuity products, working with representatives of client firms. This individual must be competent in offering bank and broker-dealer representatives clear context perspective, effective sales concepts, and product/technical guidance.

Job Description

Duties and Responsibilities: Supporting assigned national and local accounts through individual representative appointments, educational group sessions and conferences Promoting annuity portfolio to bank and broker-dealer representatives Case and product design support, fact-finding, and discovery with assigned representatives Training representatives on annuity products, features, and sales ideas Assisting representatives with the new business process Developing and implementing an activity plan that maximizes field contacts within assigned territory and/or assigned relationships Maintaining accurate records of sales calls, cases opened, actions taken and other pertinent data Monitoring actual sales results; comparing results to plan forecast and adjusting as needed. This is done at least quarterly, with the Regional Sales Manager (RSM) Leveraging and coordinating regional and Home Office resources Leveraging technology (Salesforce.com) to log advisor data, activity data and other pertinent information. Daily use of Salesforce is mandatory. Support Saybrus and annuity manufacturers at industry functions, local, regional, and potentially national level. Establish and maintain strategic national, regional, and local relationships within the region. Manage to a specific Travel & Expense budget. Effectively partner with internal wholesale support. Adhere to all relevant compliance requirements and standards. Skills, Knowledge and/or Experience: Have a strong working understanding of, and solid relationships within, bank and broker/dealer channels Working knowledge of all forms of annuities (i.e., fixed, MYGA, VA, FIA, RILA). Understand how FIAs are incorporated in a client’s portfolio. Understand and explain how product line fits into an overall solutions-based plan. A broad and comprehensive knowledge of products sold by registered representatives Understanding and ability to explain sales process Excellent oral and written communication skills Excellent presentation skills with ability to conduct face to face meetings, webinars and speak in front of larger audiences Ability to work effectively with little daily supervision—self-starting, exhibits a high degree of organizational discipline, and is goal/results oriented FINRA Series 6 or 7 or obtained within 90 days of hire and appropriate state life & annuity insurance licenses. Pertinent industry designations are a plus. Current Life Insurance License (Life and Variable Lines) Proficient in utilizing relevant technology (i.e., laptop computers, PowerPoint) Approximately 5 years of wholesaling experience in the bank and broker/dealer space A broad and comprehensive knowledge of products sold by registered representatives

What AmeriLife Offers

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

Equal Employment Opportunity Statement

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, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Skills Required

  • FINRA Series 6 or 7 (or obtain within 90 days of hire)
  • Appropriate state life and annuity insurance licenses (Life and Variable Lines)
  • Approximately 5 years of wholesaling experience in the bank and broker/dealer space
  • Daily use of Salesforce.com; ability to log advisor and activity data
  • Working knowledge of annuity products (fixed, MYGA, VA, FIA, RILA) and how they fit client portfolios
  • Strong relationships and understanding of bank and broker/dealer distribution channels
  • Excellent oral and written communication and presentation skills (in-person and webinar)
  • Self-starting, able to work with little supervision, goal/results oriented
  • Proficient with laptop computers and PowerPoint for presentations
  • Pertinent industry designations (e.g., advanced annuity or sales credentials)

AmeriLife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AmeriLife and has not been reviewed or approved by AmeriLife.

  • Strong & Reliable Incentives Incentive structures offer uncapped commission and performance bonuses that can scale earnings for high producers. Compensation can be attractive for roles that consistently generate sales.
  • Healthcare Strength Corporate roles include major medical, dental, and vision coverage, with recent additions such as expanded mental‑health sessions. Coverage is positioned as competitive and is viewed positively in several instances.
  • Leave & Time Off Breadth Time‑off programs include generous PTO, paid maternity benefits, and dedicated volunteer time off. Wellness resources are highlighted alongside leave options for eligible roles.

AmeriLife Insights

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The Company
HQ: Clearwater, FL
1,001 Employees
Year Founded: 1971

What We Do

Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers. For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.

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