Regional Director - Transactional Markets Group Life Sales

Posted 18 Days Ago
Be an Early Applicant
Houston, TX
Mid level
Financial Services
The Role
The Regional Director develops market plans, builds relationships with key accounts, provides training, and analyzes market changes for profitable growth in life insurance sales.
Summary Generated by Built In

Regional Director – Transactional Markets Group

Job Overview: The Regional Director (RD) is the central business development resource and relationship manager for principals, key office personnel (marketing, operations and case management) and agents for their assigned accounts within the Transactional Markets Group (TMG). The RD supports their key accounts, supporting our distribution partners’ efforts to meet production commitments for TMGs Simplified Issue Whole Life (SIWL) and Guaranteed Issue Whole Life (GIWL) products available within TMG.

Reporting to the National Sales Manager (NSM) of Distribution for COREBRIDGE FINANCIAL’s Transactional Markets Group channel, this position is designed as a “hybrid” role with approximately 20-30% travel per year.

Job Functions / Responsibilities:

  • The RD is responsible for developing and executing a market development plan, that included identifying new sales & distribution opportunities as well as tactics and plans needed for the profitable growth of existing key relationship.  This can include but in not limited to support and training activities necessary to achieve and exceed sales targets for their assigned accounts.
  • Establish and balance a support schedule between field travel and use of technology tools such as webinars to ensure appropriate frequency of interaction for assigned accounts. Train agencies and agents on COREBRIDGE FINANCIAL products, sales support, programs, systems and processes.  
  • Attend and present on stage to distribution partners’ agents at educational and business development conferences.
  • Conduct oneself in an ethical and compliant manner based on company and regulatory standards.
  • Demonstrate strong executive presence and ability to interact with senior leadership of key Senior Markets Brokerage General Agencies (BGAs).
  • Work on a collaborative basis with internal wholesaling team, cross-functional business support team (product, marketing, new business, licensing, contracting and commissions, contact center /operations, etc.) and NSM to continue development of specialty markets and products available for distribution by TMG.
  • Build and maintain strong relationships with assigned accounts in order to establish and achieve sales targets. Serves as the key contact for problem resolution for their internal sales and case management staff. Works with key COREBRIDGE FINANCIAL operations personnel to resolve customer issues.
  • Continuously analyze relationships to assess market changes, competition, trends, personnel changes or relationship needs, and provide input for potential revisions with business plan (visits, trainings, etc.) accordingly with NSM.
  • Report sales activity within Salesforce on a timely basis.
  • Help manage distributor profitability through scorecard discussions and proactive actions to help ensure productive and profitable relationships.
  • Travels 20-30% of the time.

The Ideal Candidate Will Have:

  • Expert knowledge of guaranteed issue and simplified issue life products and specialty / senior markets opportunities / existing distribution partners
  • Excellent written, oral and webinar presentation skills
  • Outstanding self-sufficiency and problem-solving aptitudes
  • Sound discretion and judgment abilities
  • Strong listening skills
  • Excellent understanding of technology and savviness of electronic application submission platforms
  • Demonstrated track record of problem-solving and adaptability
  • Ability to plan, organize, develop and deliver effective presentations to a targeted audience

Education:

  • Four year college degree recommended
  • 3+ years of direct sales and/or wholesaling experience
  • Life & Health Insurance License, knowledge and understanding of BGA distribution models.

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

SC - Sales Commission

Estimated Travel Percentage (%):

Relocation Provided:

American General Life Insurance Company

Top Skills

Electronic Application Submission Platforms
Salesforce
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The Company
HQ: Houston, TX
2,198 Employees
On-site Workplace

What We Do

At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes.​

Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States.​

We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. ​

We believe no one achieves a financially secure future by accident—great things happen when people take action.​

Products and services offered through wholly owned affiliates of Corebridge Financial.

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