Field Life Agent responsible for selling life and health insurance products while generating leads. Collaborating with team members to meet sales goals with established commission structures.
About the role
- Life Insurance Sales Manager overseeing sales agents in Tennessee and Georgia. Managing activities, training personnel, and implementing sales strategies for the region.
Responsibilities
- Oversee and direct the activities of Life Sales Agents across all channels in Georgia and Tennessee.
- Manage and coordinate all activities of the Life Specialists and is responsible for the life and annuity sales production of assigned region.
- Responsible for the motivation of various sales representatives engaged in life sales.
- Recruit and train personnel and develop, coordinate and deliver life insurance training programs, which include new product introduction, sales ideas, and partnership modeling as well as motivational speaking at various company sales meetings.
- Assist management in determining individual sales quotas.
- Participate in the planning, development and implementation of sales/marketing strategies and promotional campaigns.
- Evaluate existing sales programs and makes recommendations to increase sales volume and market penetration as necessary.
- Develop written life marketing plans for assigned branch territories in coordination with branch management.
- Participate in the development and implementation of sales incentive programs.
- Evaluate existing sales programs, makes recommendations for increased sales, implements appropriate revisions and assists in the determination of sales goals.
- Oversee the service and maintenance of existing accounts.
- Provide guidance to the entire sales force on the resolution of unusual problems as required.
Requirements
- Possession of State life and health insurance licenses
- Valid State Driver’s License
- College level coursework in Business Administration, Marketing, or related field.
- Professional and/or management capacity in a sales environment
- Life insurance sales and customer service
- Administration of an insurance related program
- Development and implementation of sales strategies and promotional programs
- Hiring and management of a life specialist sales force
- Preparing and monitoring budget
- Analyzing and problem solving
- Coordinating major projects
- Organization and planning
- Staffing
- Leadership
- Decision making
- Knowledge & Skills: Traditional, interest-sensitive and equity life insurance products
- Marketing principles and their applications
- Sales training and motivational techniques
- Lead sourcing from multiple contact points
- Prepare and conduct presentations for all levels of management
- Communicate effectively with others in a work environment and with the public
- Facilitate partnerships between life specialists and multi-line agents
- Have responsibility for life insurance sales over multiple distribution channels
- Communication skills to include report and proposal preparation.
- Train and develop Independent and Entrepreneurial Agents on Life Insurance and Annuities.
- Willingness to travel – cover significant geography and work directly with all levels of field management, including Directors and Regional President’s within that geography as required.
Benefits
- Medical, dental and vision benefits
- 401k Match
- Paid parental leave and adoption assistance
- Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
- Paid volunteer day annually
- Tuition assistance program, professional certification reimbursement program and other professional development opportunities
- AAA Membership Discounts, perks, and rewards and much more
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