Regional Account Executive Jobs in Oregon

Regional Sales Director, Pacific Northwest (Life Ins. & Related Products)

Portland, OR, US

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, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!

We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

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 growing 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. This will be accomplished by gaining and maintaining 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 the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation.

The Regional Sales Director will drive growth in an established, high-performing territory covering the Pacific Northwest. 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 is a fully remote with travel opportunity that offers a competitive base salary of $75,000 + overrides, 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.

Essential Duties and Responsibilities:

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

Education and/or Experience:

• 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

Knowledge, Skills, and/or Abilities:

• 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 prioritize
• Team Participation: Must work effectively in a diverse group of people as a team member
• Must have the ability to travel within assigned region approximately 40-50% (typically, same-day or short overnight trips and others as required)
• MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
• Able to quickly learn new business/communications systems and technologies
• Ability to communicate in a professional manner
• High focus on quality and customer satisfaction
• Flexible and able to react to change in a productive and positive manner
• Strong work ethic and ability to work with a sense of urgency
• Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous

What We Offer:

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $64,000 to $75,000 plus overrides, with top performers capable of earning $250,000+ annually. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.