Regional Development Manager
We're looking for a Regional Development Manager-Remote to lead the launch, training, and development of financial representatives across our division offices. In this role, you'll play a key part in aligning development activities with company sales strategies to boost production and improve retention. You’ll also lead impactful marketing initiatives and create tailored marketing plans for advisors, agents, and financial representatives—empowering them to execute with confidence and achieve strong, measurable results.
WHAT WE CAN OFFER YOU
- Base salary: $51,000 – $70,000 annually
- Variable compensation: Performance‑based commission tied to advisor development and individual performance; not guaranteed
- 401(k) plan with a 2% company contribution and 6% company match.
- Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
- Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO
- Drive New Agent Success: Lead onboarding and training programs for new financial representatives, including pre-contract, launch, and post-launch phases, ensuring smooth transitions into field activity and early productivity.
- Coach for Performance: Provide one-on-one coaching, case design support, and mentorship to new representatives in collaboration with the field development team to enhance sales effectiveness and long-term success.
- Lead Training & Development: Manage and continuously improve training programs that support representative development, including product knowledge, sales methods, and continuing education for industry designations and licenses.
- Promote Growth & Market Expertise: Deliver advanced markets education (e.g., estate planning, retirement, tax strategies) and collaborate with internal experts to implement impactful marketing and training initiatives.
- Champion Operational Excellence: Evaluate and enhance development processes for efficiency and effectiveness, monitor key performance metrics, and proactively align tools, resources, and strategies with business objectives.
WHAT YOU’LL BRING
- Deep Industry Expertise: Extensive knowledge of insurance products, sales strategies, and marketing approaches, with a strong grasp of business, estate, and retirement planning concepts.
- Active Life & Health licenses
- Contracting & Compliance Know-How: Proven understanding of producer contracting, compensation programs, and state regulations governing licensing and insurance sales.
- Skilled Trainer & Motivator: Demonstrated ability to train, coach, and inspire others, with excellent communication, relationship-building, and negotiation skills.
- Flexible & Field-Ready: Willingness to travel up to 70% to support field offices and agent development; valid driver’s license and clean MVR required.
- You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
- Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.
PREFERRED
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Registration as a FINRA Registered Representative.
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Registration as an Investment Advisor Representative.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
If you have questions about your application or the hiring process, email our Talent Acquisition area at [email protected]. Please allow at least one week from time of applying if you are checking on the status.
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