Offer summary

Qualifications:

Bachelor’s degree or at least 8 years of relevant experience., Strong ability to develop and maintain relationships with OSJs and selling groups., Excellent communication, organizational, and interpersonal skills., Results-oriented with strategic thinking and problem-solving abilities..

Key responsibilities:

Drive sales growth within OSJs and selling groups in the Independent Broker-Dealer Channel.

Conduct meetings with existing and prospective OSJs to promote Protective’s solutions.

Analyze OSJ and selling group data to assess sales potential and product alignment.

Collaborate with internal teams to develop educational and training plans for OSJs.

Job description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Director of OSJ sales is responsible for helping drive sales and with OSJ’s and selling groups within the Independent BrokerDealer Channel. The role reports to the Retirement VP, National Sales Manager. This individual is focused on expanding our sales and awareness, effectively growing sales within OSJ’s, and executing the company’s strategic vision for financial stability.

Responsibilities

Achieve Sales Targets: Consistently meet or exceed established sales goals by executing targeted strategies, optimizing OSJ engagement, and driving advisor adoption of Protective’s solutions
Work with VP, National Sales Manager to develop sales goals for these OSJ’s and identify crossselling opportunities for the Protection team.
Conduct monthly meetings in the field with existing OSJ relationships or with prospective OSJ relationships.
Travel to OSJ meetings and conferences quarterly, or as needed, throughout the country, as well as to bd conferences in support of our OSJ relationships.
Coordinate a consistent recurrence of meetings with wholesaling teams to drive sales in OSJ’s where capital and resource investments have been made. This may include territory reviews.
Work with DVP’s and RVP’s to discover important OSJ’s and selling groups within the Independent bd space.
Analyze each OSJ and selling groupusing firm data, market metrics and our internal producer management—to assess their total sales potential and that their product mix aligns with our product goals.
Obtain consistent sales & activity data and market share intel from key partner contacts to deliver to sales teams and leadership.
Promote Protective’s valueadd program content to OSJ contacts to secure broader, brandawareness opportunities for Protective, including national webinars, regional meeting participation, promotional marketing opportunities, etc.
Develop plans with OSJ’s for continuous education and training opportunities, including OSJ key contacts, territory review opportunities, and educational demos for Protective RVPs on the firm’s planning tools and systems. You will be responsible for delivering CE, Super CE, or Protective’s valueadd presentations as needed.
Partner with operational areas to help solve customeradvisor issues and refine processes when escalated.

Knowledge, Skills, Attributes
Ability to collaborate with management and internal audiences to accomplish stated annual goals.
The ability to leverage influence throughout the organization (without direct authority), and work successfully on multiple projects at a time in a dynamic environment.
Must be selfmotivated, resultsoriented, and maintain a positive attitude.
Ability to build and maintain exceptional relationships with customers.
Demonstrated ability to navigate changing needs and set priorities, often when facing ambiguity.
Must have a strategic mindset and problemsolving skills.
Excellent verbal and written communication, organizational, and interpersonal skills with an ability to adjust communication based on the audience.
Requirements Bachelor’s degree or minimum 8 years of relevant work experience

Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Worklife balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, shortterm disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email martina.winston@protective.com . This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.