Regional Director – Annuity Sales

F&G

. Conduct in-person sales activity throughout the assigned West territory, including advisor/producer meetings, training seminars, agent conferences, back-office training meetings, appointments, and other field engagements .

Posted 9/21/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in territory sales management, relationship building, and effective communication within the insurance industry. Proficient in utilizing Salesforce and other tools to drive sales initiatives and maximize opportunities.

Highest-signal resume keywords

Territory Sales ManagementSalesforce ProficiencyWholesaling ExperienceInsurance Industry KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Strategy DevelopmentExpense ReportingData AnalysisSales Campaign ExecutionPresentation Skills

Soft Skills

Time ManagementOrganizational SkillsRelationship BuildingCollaborationFollow-Up Skills

Tools & Technologies

SalesforceMS TeamsPowerPointIllustration Software

Certifications & Qualifications

CLUChFCCFP

Industry Keywords

Annuity SalesAdvisor RelationshipsField EngagementsSales ObjectivesCompetitive Landscape

About the role

Key responsibilities & impact

Conduct in-person sales activity throughout the assigned West territory, including advisor/producer meetings, training seminars, agent conferences, back-office training meetings, appointments, and other field engagements
Develop and maintain relationships with advisors through proactive communication and visitation
Identify new advisor relationships and business opportunities and support them through targeted sales campaigns, calls, follow-up, and virtual meetings
Develop and execute a territory sales plan with sales leadership and distribution partners
Prioritize advisor opportunities, travel, competing activity requests, and sales initiatives to maximize annuity sales
Use company reporting, Salesforce, and other data to identify opportunities, evaluate territory trends, direct sales activity, and document interactions and follow-up
Manage travel, entertainment, sponsorship, and other territory resources
Complete accurate expense reporting and identify efficiency and return-on-investment opportunities
Maintain expert knowledge of F&G products, programs, practices, resources, and the competitive landscape
Collaborate with National Sales, National Accounts, Senior Internal Wholesalers, and other internal partners
Communicate product, competitive, relationship, and territory information to internal and external stakeholders
Execute territory priorities and established sales objectives
Participate in team discussions, share best practices, and support the broader sales organization
Perform other functions, duties, and projects as assigned

Requirements

What you’ll need

Bachelor's degree; Business or Marketing preferred, or equivalent industry experience
Industry-recognized designation preferred, such as CLU, ChFC, or CFP
3+ years of wholesaling experience preferred
Demonstrated success in sales and/or marketing functions
Ability to work independently and within a collaborative home office environment
Proficiency or ability to develop proficiency in Salesforce, illustration software, MS Teams, and PowerPoint
Excellent verbal and written communication skills
Excellent presentation skills
Strong time management, organization, prioritization, and follow-up skills
Insurance industry and/or securities knowledge
Ability to foster effective working relationships within the organization
Strong PC skills
Regular and punctual attendance
Approximately 50% travel is required

Benefits

Comp & perks

Ability for in-office, hybrid and remote work arrangements, decided with the leader during the hiring process
Employee-centric flexible/hybrid work environment
Reasonable accommodations for applicants and candidates with disabilities
Equal opportunity employer
Professional development and continued development opportunities