Director of OSJ Sales - INT

The Director of OSJ sales is responsible for helping drive sales and with OSJ's and selling groups within the Independent Broker-Dealer Channel. The role reports to the Retirement VP, National Sales Manager. This individual is focused on expanding our sales and awareness, effectively growing sales within OSJ's, and executing the company's strategic vision for financial stability.

Work with VP, National Sales Manager to develop sales goals for these OSJ's and identify cross-selling opportunities for the Protection team.

Conduct monthly meetings in the field with existing OSJ relationships or with prospective OSJ relationships.

Travel to OSJ meetings and conferences quarterly, or as needed, throughout the country, as well as to b/d conferences in support of our OSJ relationships.

Coordinate a consistent recurrence of meetings with wholesaling teams to drive sales in OSJ's where capital and resource investments have been made. This may include territory reviews.

Work with DVP's and RVP's to discover important OSJ's and selling groups within the Independent b/d space.

Analyze each OSJ and selling group--using firm data, market metrics and our internal producer management-to assess their total sales potential and that their product mix aligns with our product goals.

Obtain consistent sales & activity data and market share intel from key partner contacts to deliver to sales teams and leadership.

Promote Protective's value-add program content to OSJ contacts to secure broader, brand-awareness opportunities for Protective, including national webinars, regional meeting participation, promotional marketing opportunities, etc.

Develop plans with OSJ's for continuous education and training opportunities, including OSJ key contacts, territory review opportunities, and educational demos for Protective RVPs on the firm's planning tools and systems. You will be responsible for delivering CE, Super CE, or Protective's value-add presentations as needed.

Partner with operational areas to help solve customer/advisor issues and refine processes when escalated.

Ability to collaborate with management and internal audiences to accomplish stated annual goals.

The ability to leverage influence throughout the organization (without direct authority), and work successfully on multiple projects at a time in a dynamic environment.

Must be self-motivated, results-oriented, and maintain a positive attitude.

Ability to build and maintain exceptional relationships with customers.

Demonstrated ability to navigate changing needs and set priorities, often when facing ambiguity.

Must have a strategic mindset and problem-solving skills.

Excellent verbal and written communication, organizational, and interpersonal skills with an ability to adjust communication based on the audience.

Bachelor's degree or minimum 8 years of relevant work experience

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.

Accommodations for Applicants with a Disability :

If you require an accommodation to complete the application and recruitment process due to a disability, please email martina.winston@protective.com . This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.