Job Opening for Financial Services Sales Director in Evolution Financial Group (Philadelphia, PA)

Do you possess the professional experience and leadership qualities required to fulfill the role of Sales Director with Evolution Financial Group?

Headquartered in Media, PA with additional offices in Marlton, NJ, Evolution Financial Group, continues to build-out its growing agency in conjunction with our primary affiliate – National Life Group. As Sales Director, you will be joining a collaborative and entrepreneurial environment where your industry vision will enable us to continue to build upon our many successes as an agency.

At Evolution, we take great pride in fostering a company culture where every team member has the opportunity for unlimited personal and professional growth. No matter what position you hold at Evolution, you’re considered an important part of a growing family of dedicated professionals whose mission is to serve the financial needs of its clients while building a strong bond with fellow agents and staff members. We extend that same philosophy to our client relationships, where we aim to forge long-term friendships where we know our clients like family. We feel our company culture drives our recognition as one of the ‘Best Places to Work’* in the Greater Philadelphia region.

About National Life Group

At National Life Group, we are a mission-driven and purposed-filled business. For us, the cause of what we do is as important as the products we sell. As one of the oldest mutual insurance companies in the U.S., we are young at heart in the way we think and act all aimed to keep our promises to provide families stability in good times and in bad. We are also one of the fastest growing insurance companies with incredible growth over the past 10 years1 and our innovative culture is paving the way for future advancement in the years to come.

About the position

This Sales Director will play a critical role in building the group dedicated to marketing and selling life insurance to middle market customers (HHI $50,000+). Reporting to the President of Evolution Financial Group, the Sales Director is responsible for managing all aspects of their sales team by leveraging their industry knowledge and experience to recruit, train and on-board part-time and full-time insurance agents.

Key Responsibilities:

Execute on the firm’s strategic plan to build our Middle Market Insurance Group business unit.
Responsible for recruiting, training and on-boarding new life insurance agents who could be either part-time or full-time and working remotely.
Actively consult and advise agents to provide them with value-added strategies to increase NLG life business with their clients
Educate agents on NLG’s life product portfolio and present our products in the context of sales ideas.
Build, maintain and leverage key relationships with Internal Sales Desk, Underwriting, Advanced Markets, Marketing and Agency leadership team
Responsible for keeping agents informed of any life product portfolio enhancements, underwriting changes, new product launches, etc.

Essential Business Experience and Technical Skills:

5+ years sales experience managing a sales unit with part-time life insurance agents.
Proven ability to build strong relationships
Strong knowledge of life insurance products and their application in sales concepts.
Current network of existing life insurance agents a must
Proven ability to grow a sales unit within our geographic area
State life and health licensed (FINRA Series 6 or Series 7, preferred)2
Ability to work independently and to communicate clearly and concisely
Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale.
Bachelor’s degree in related field or equivalent experience

Compensation & Benefits3

Fixed base compensation
Overrides and renewals
Health benefits
Opportunity to qualify for recognition conferences

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT and its affiliates.

1. Among all reporting life insurance companies from 2010 – 2020 with individual life sales of at least $50 mm in 2010 – LIMRA Sales Rankings, 2020

2. To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, Rosetree Building 2, 1400 N. Providence Rd., Suite 3007, Media PA, 19063, (610)891-9700. ESI is a Registered Broker/Dealer affiliate of National Life Insurance Company.

3. Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all representatives/agents.
Evolution Financial Group has been recognized as a ‘Best Places to Work’ Honoree in 2019, 2020 and 2021 by the Philadelphia Business Journal during their annual ‘Best Places to Work Contest’.

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