Agency Sales Leader

Position Overview

The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents, as well as providing sales & service support to current policyholders. The AL is additionally tasked with sourcing, identifying, and affiliating new Independent Insurance Agents and providing coaching and voluntary training to both Independent Agents and Agency Coordinators. Extensive experience in Voluntary & Worksite Benefits is required. Life, Accident and Health Insurance license is required.

Key Responsibilities

Sourcing & Development

• Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products.
• Conduct informational seminars for prospective new Independent Agents as needed.
• Represent the Agency at local job fairs or other hiring events.
• Affiliate Independent Agent candidates.
• Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator.

Field Training

• Provide in-person support to Independent Agents during sales visits and offer voluntary training and guidance as needed to support them in the sale of Combined products.
• Develop expertise in all aspects of the Sales Process and remain available for consultation and guidance to Independent Agents and Agency Coordinators.
• Provide support in developing targeted training for those requesting additional development.
• Collaborate with the Carrier Compliance Department to provide required compliance training.
• Support Agency Coordinators and Independent Agents in appointment setting as requested.

Meetings

• Lead voluntary meetings and webinars.
• Facilitate and attend training and development meetings led by AD and the carrier.
• Attend other Agency meetings as required.

Administration Support

• Assist Agency Coordinators and Independent Agents in adhering to administrative processes.
• Serve as the primary contact for administrative and implementation support queries.
• Support with sales tools and their implementation.

Management

• Meet growth goals in APV and Affiliation.
• Effectively demonstrate the Agency’s Sales Process.
• Follow Company policies, procedures, and expectations.
• Set an example for others to follow.
• Establish a local presence for the Agency.

Required Qualifications

Competencies

• Problem Solving: Takes an organized and logical approach to complex issues by breaking them into manageable parts and identifying root causes.
• Continuous Learning: Demonstrates a desire to expand expertise, develop new skills, and grow professionally through both formal and informal opportunities.
• Initiative: Willingly exceeds expectations, meets objectives with minimal supervision, and is self-motivated to make a difference.
• Adaptability: Re-directs efforts in response to changing circumstances and effectively prioritizes competing demands.
• Results Orientation: Executes plans efficiently, drives for results, and takes accountability for outcomes.
• Values Orientation: Upholds company values, acts ethically, and fosters high collaboration as a trusted team player.

Education and Experience

• Stable work history with a minimum of 3 years and a successful sales track record; experience in insurance sales is a plus.
• At least 1 year of sales team management experience; experience leading an independent contractor workforce is preferred.
• Demonstrated ability to build a team through proven sourcing and recruitment strategies.
• High School Degree or equivalent required; college degree preferred.
• Intermediate proficiency in Microsoft Office and using tablets.
• An active professional network is required.
• Must obtain a valid Life, Accident and Health license prior to employment.

Benefits & Perks

• Base Salary
• Overrides & Commissions
• Health insurance
• Dental insurance
• Tuition reimbursement
• A company-match 401(k) plan
• Disability insurance
• Life insurance
• Employee referral bonuses