Essential Duties and Responsibilities:
This position will lead the development and execution of national sales strategies to drive production, profitability, and growth within the Life Company. This individual will be responsible for achieving sales targets, managing key distribution relationships, and promoting Security National Life’s pre-need insurance products.
The ideal candidate is a dynamic and strategic sales leader with deep knowledge of the pre-need insurance industry, strong producer and agency relationships, and a proven record of meeting or exceeding production goals. This position requires frequent travel to develop business opportunities and strengthen relationships nationwide.
- Develop and implement a comprehensive national sales strategy to achieve company production goals and market share growth.
- Drive performance against established sales and production metrics, ensuring continuous progress toward organizational objectives.
- Recruit, train, and motivate field sales representatives, and distribution partners to optimize results.
- Build and maintain strong relationships with key producers, agencies, and brokerage partners across assigned territories.
- Represent the company at industry conferences, trade events, and client meetings to enhance brand presence and partnership opportunities.
- Collaborate closely with senior leadership to align sales initiatives with company goals and long-term business plans.
- Provide regular reporting and analysis on sales performance, competitive trends, and market opportunities.
- Partner with product development and marketing teams to ensure competitive positioning and effective promotion of pre-need life insurance offerings.
- Maintain a thorough understanding of company products, underwriting guidelines, and regulatory requirements.
- Maintain a thorough understanding of peer industry products, underwriting guidelines, and regulatory requirements.
- Lead by example with integrity, professionalism, and commitment to the company’s mission and values.
Education and/or Work Experience Requirements:
- Bachelor’s degree in Business, Finance, Marketing, or a related field required; MBA preferred.
- Minimum 7–10 years of progressive experience in life insurance sales or distribution management, including national or regional leadership experience.
- Proven record of meeting or exceeding sales and production goals.
- In-depth understanding of life insurance products, distribution channels, and industry regulations.
- Existing network of producer and agency relationships strongly preferred.
- Exceptional leadership and communication skills with the ability to inspire and influence teams and partners.
- Strong strategic thinking, analytical, and problem-solving abilities.
- Excellent presentation and negotiation skills.
- Ability to travel extensively (up to 25-50%) as business needs require.
- Proficiency with CRM platforms and Microsoft Office Suite.
Physical & Office Requirements:
- Regularly required to sit, stand, and work at a computer for extended periods.
- Must be able to travel frequently by air and ground transportation.
- Occasionally required to lift or move presentation materials and equipment (up to 25 lbs).
- Work performed in both office and professional event environments.
- Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
- Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.