Kuvare Holdings · 16 hours ago
Regional Sales Director - South Central Region
Austin, TX
Full-time
Onsite
Mid Level
3+ years expKuvare Holdings is dedicated to simplifying retirement solutions for consumers and financial professionals. The Regional Sales Director will grow and manage the South-Central regional sales territory, working with agents and advisors to drive sales growth and strengthen relationships.
Asset ManagementFinanceInsurance
Responsibilities
Recruit qualified and successful financial advisors and General Agents through referrals from other agents and cold calling
Motivate, educate, and support appointed producers to increase sales of United Life insurance and annuity products
Facilitate the onboarding of newly appointed producers in partnership with other team members to get them writing products of United Life
Facilitate the onboarding process of newly recruited institutions and producers in partnership with other company responsible parties (selling agreements, suitability, contracting, etc.)
Work in partnership with Internal Wholesaler to determine and execute the most effective way to achieve sales goals
Facilitate group meetings and webinars for Agencies and Financial Institutions to help increase awareness of and sales of United Life products
Build marketing plans with financial institution partners, leveraging input and participation from the United Life sales team
Maintain a productive territory through appointing new agents and cancelling nonproducing agents
Serve as a liaison between companies and agencies to resolve problems and promote positive working relationships. Monitor agency performance to recognize problems and recommend solutions
Provide feedback on the product, price, and services that the agency desires
Maintain knowledge of competitor products and the competitive advantages of United Life products to share with producers
Interpret marketing and sales reports, incorporating reported results into new solutions and processes to improve territory performance
Review agencies with underwriting and compliance teams. Be responsible for communicating issues and improvement needs to agencies (at least on a quarterly basis) and facilitate cancellation of the Agency if goals are not met
Track activities and field interactions in the company's CRM
Qualification
Required
Bachelor's Degree
Life and Health Insurance license
Have or obtain Series 6
3+ years of experience in Index Annuities sales and/or wholesaling
Able to work independently with limited supervision
Strong organizational skills
Self-motivated work ethic
Strong communication skills
Excellent interpersonal skills
Ability and willingness to travel (approximately 60%) as needed
Dynamic individual and group presentation skills
Must project a positive, professional image and conduct
Working knowledge of Outlook, Word, Excel, and experience with sales CRM software
Occasional evening and weekend hours to meet deadlines
Travel is required
Ability to type / perform data entry
Ability to read from a computer screen and paper reports
Express ideas and otherwise communicate with the spoken word
Company
Kuvare Holdings
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2016-03-11Private Equity
Leadership Team
Dhiren Jhaveri
President & CEO
Recent News
Business Wire
2026-01-21
2024-04-10
2024-04-10
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