The Regional Insurance Strategist builds relationships to initiate sales of life insurance products, supports advisors, and manages insurance planning processes.

Lead and drive sales for assigned channel/team/accounts by developing strategic business plans and sales strategies. Hire, train, coach and manage sales teammates to meet revenue, retention, P&L and margin goals. Partner with operations to meet SLAs and customer satisfaction, implement lead generation and cross-selling, monitor sales results, and maintain industry product knowledge. Ensure compliance with FINRA registrations and oversee sales promotion, forecasting, and account growth.