Aon

3 weeks ago

Regional Sales Director, West Coast/California (Life Ins & Related Products)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Drive growth in an established territory covering the West Coast/California for a life insurance brokerage agency. Build and maintain relationships with individual brokers, producer groups, and national accounts, while recruiting new brokers/accounts. Lead account strategy and production goal management using tools like Gold Sheet and strategic marketing plans, and provide ongoing status updates to the DBS team. Role is fully remote with travel within the region (about 40%).

Location: California

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Seniority: Director level

Key Responsibilities

•Implement key account strategies and processes, including Gold Sheet, action plans, and strategic marketing plans.
•Develop and manage broker/account relationships, including recruiting new brokers/accounts.
•Regularly communicate account status and pertinent onboarding issues to the DBS team.
•Maintain and expand knowledge of the industry, concepts, carriers, and products to support account growth.
•Meet or exceed acquired and assigned account production goals to drive profitability and agency success.

Travel: High travel

Pay and Benefits

Salary: USD 64,000 - 75,000 annually

Perks:401kPaid LeaveHealth InsuranceDentalVision

Key Requirements

•Past sales and relationship management experience in the life insurance industry.
•FINRA Series 6 or 7, or Series 63 required.
•Life and Health license knowledge.
•Strong leadership, organizational, and communication skills with the ability to plan and prioritize.
•Proficiency with MS Office Suite and Salesforce (or similar CRM), and Concur (or related expense management).

Experience:Life insurance

Education:Bachelor's

Skills:LeadershipOrganizational skillsCommunicationPlanningCustomer focus

Licenses:Life licenseHealth license

Certifications:FINRA Series 6FINRA Series 7FINRA Series 63

Tech Stack:SalesforceMS OfficeConcurCRM

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon