Life Insurance Sales Manager

1 month ago

Dallas, Texas, United States AAA Texas, AAA Careers Full time
Life Insurance Sales ManagerThis is a training position responsible for learning the job of Life Sales Manager in order to transition into the Life Sales Manager job and achieve performance objectives. Recruits, motivates and develops team of Life Sales agents. Assists agents in developing and increasing life insurance leads as well as improving methods and procedures for closing quality sales of Life Insurance products. Trains and assists Life Sales Agents in providing excellent service during the sales process and ongoing. Ensures that assigned team of agents receives proper training. Interfaces directly with local Branch and Sales management, as well as Life Sales management. Accountable for achieving sales requirements for assigned team of Life Insurance Sales Agents. Achieve and maintain staffing goals

Responsibilities and Job Duties

1. Develop monthly/annual goals and sales targets for each team member individually. Assist in planning and organizing agents' activities to successfully meet or exceed all goals and responsibilities. Review performance results with Life Sales Agents. Jointly develop programs to correct any problems. Apply long term corrective measures as necessary

2. Recruit new agents with previous life sales experience as well as agents with strong sales skills, but no life background. Utilize corporate recruiter, as well as referrals from existing employees or other methods to identify candidates.

3. Conduct regular meetings with Life Sales Agents for specific purposes such as; training, review of best practices, discussion of problems and solutions, review of standings and results, and to explain management policies and directives.

4. Provide general communication to subordinate staff. Keep staff aware of any product changes, underwriting updates, procedure changes, general insurance changes, as well as upcoming meetings and training sessions.

5. Manage all subordinates to promote and encourage cooperative teamwork between Life Specialists, Life Operations, AAA Life and Branch Office Management.

6. Complete required AAA University management courses.

7. Ensure all subordinate Life Sales Agents maintain all necessary licenses. Monitor continuing education requirements for all licensed staff. Conduct quarterly and spot audits on agents to monitor compliance with company standards regarding client files, marketing materials, and other key components.

8. Assist Life Sales Agent in verifying the accuracy of compensation. Ensure all Life Sales Agents are knowledgeable about the compensation plan.

9. Monitor and control expenses for team.

10. Perform other duties and responsibilities as assigned or required including meetings, training sessions, reports, conference calls, etc..

Education

Bachelor's Degree or equivalent combination of education and experience is preferred.

Experience

Documented success in a professional sales environment required. Typically has at least three years of related experience.

Prior Auto Club Life Sales experience highly preferred.

Knowledge/Skills/Abilities

Comprehensive leadership skills, as well as the ability to effectively train and recruit personnel required.

Moderate verbal and written communication skills required.

Moderate Microsoft Office proficiency required.

Competitive, enthusiastic, and results oriented nature highly preferred.

Special

Valid Texas Driver License, acceptable Department of Motor Vehicle record and minimum limits of automobile liability insurance required.

Valid Texas Life Insurance license required.

Remarkable benefits:

• Health coverage for medical, dental, vision

• 401(K) saving plan with company match AND Pension

• Tuition assistance

• PTO for community volunteer programs

• Wellness program

• Employee discounts (membership, insurance, travel, entertainment, services and more)

Auto Club Enterprises is the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value."

AAA is an Equal Opportunity Employer

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