Regional Sales Director

Why Saybrus?

We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters in the landmark Boat Building. We are proud to offer programs and flexibility that help employees balance work and personal time.

Job Summary

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 T&E 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
• Pertinent industry designations are a plus.
• 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