Insurance Sales Team Lead

3 weeks ago


Huntington Beach, California, United States Staff My Agency Full time
Agency Leader - Insurance Sales

Staff My Agency is seeking an experienced Agency Leader to join our team. As an Agency Leader, you will be responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents.

Key Responsibilities:
  • Deliver annual new sales objectives in an assigned area
  • Sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents
  • Providing sales and service support to current policyholders
  • Coaching and voluntary training to both Independent Agents and Agency Coordinators
  • Establishing local networks and sourcing prospective Independent Agent candidates and independent agencies
  • Representing the Agency at local job fairs or other hiring events
  • Field Training
  • Providing in-person support to Independent Agents during sales visits as requested and providing voluntary training and/or guidance as needed to support them in the sale of Combined products
  • Developing expertise in all aspects of the Sales Process and remaining available for consultation and/or guidance to Independent Agents and Agency Coordinator as requested
  • Providing support with developing targeted training for Agency Coordinators and Independent Agents who request additional development
  • Collaborating with Carrier Compliance Department to provide required compliance training
  • Supporting Agency Coordinators and Independent Agents in appointment setting, upon request and as needed
  • Facilitating and attending training and development meetings developed and led by AD and carrier for support
  • Assisting Agency Coordinators and Independent Agents in adhering to administrative process
  • Being the primary contact point for administrative and implementation support queries
  • Supporting Agency Coordinators and Independent Agents with sales tools and their implementation
  • Working with team to reach production expectations and guidelines set by Agency Management
  • Effectively demonstrating the Agency's Sales Process
  • Following Company policies, procedures, and expectations
  • Establishing local presence for Agency

Requirements:

  • 3+ years of stable work history with a successful sales track record
  • Insurance sales is a plus
  • 1+ years of Sales team management
  • Experience in leading independent contractor workforce preferred
  • Demonstrated ability to build a team through proven sourcing and recruitment strategies
  • Ability to use Microsoft Office and tablet at intermediate level
  • An active professional network is required
  • B2B Experience
  • Agency Building Experience
  • 2 years with insurance experience

About Staff My Agency:

Staff My Agency is a leading provider of supplemental accident, health, disability, and life insurance products in North America. We are committed to making the world of supplemental insurance easy to access and understand. Our company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. We are ranked by VIQTORY as the number one Military Friendly Employer in 2022 (over $1 billion revenue category), marking Combined's eleventh consecutive year on the Top 10 list.

As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally.



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