Regional Director – Annuity Sales, SE Territory

F&G

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in territory sales planning and execution, with a strong focus on building and maintaining advisor relationships. Proficient in utilizing Salesforce and other tools to drive sales initiatives and maximize territory impact.

Highest-signal resume keywords

Territory Sales PlanningAdvisor Relationship ManagementSalesforce ProficiencyInsurance Industry KnowledgeStrong 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 PlanningSales Strategy DevelopmentExpense ReportingData AnalysisPresentation Skills

Soft Skills

Time ManagementOrganizationCollaborationCoachable MindsetFollow-Through

Tools & Technologies

SalesforceMS TeamsPowerPointIllustration Software

Certifications & Qualifications

CLUChFCCFP

Industry Keywords

Wholesaling ExperienceInsurance IndustrySecurities KnowledgeAdvisor EngagementSales Initiatives

About the role

Key responsibilities & impact

Conduct in-person sales activity throughout the assigned territory, including advisor/producer meetings, training seminars, agent conferences, back-office training meetings, appointments, and other field-based engagements
Develop and maintain business relationships with advisors through proactive communication and visitation
Identify new advisor relationships and business opportunities and support them through targeted sales campaigns, phone calls, follow-up, and virtual meetings
Develop and execute a territory sales plan with sales leadership and key distribution partners
Prioritize advisor opportunities, travel, competing activity requests, and sales initiatives to maximize annuity sales and territory impact
Use company reporting, Salesforce, and other data/resources to identify opportunities, evaluate territory trends, direct sales activity, and document advisor interactions and follow-up
Manage travel, entertainment, sponsorship, and other territory resources responsibly
Complete accurate expense reporting and identify opportunities for efficiency and return on investment
Maintain current knowledge of F&G products, programs, practices, resources, and the competitive landscape
Position F&G solutions, support advisor needs, and identify sales opportunities
Collaborate with National Sales VP, National Accounts VPs, National Account Managers, Senior Internal Wholesalers, and other internal partners
Communicate product, competitive, relationship, and territory information to internal and external stakeholders
Maintain ownership of commitments, organization, follow-through, and execution against territory priorities and 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 in company applications, including Salesforce, illustration software, MS Teams, and PowerPoint, or ability to develop proficiency
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
Coachable mindset and commitment to continuous development
Strong PC skills
Regular and punctual attendance
Approximately 50% travel is required

Benefits

Comp & perks

Ability for in-office, hybrid, and remote work arrangements, determined with the leader during the hiring process
Employee-centric flexible work environment
Professional development and continued development of industry, product, competitive, sales, and professional expertise
Coachable, collaborative, dynamic, and authentic work culture
Reasonable accommodations for applicants and candidates with disabilities