Agency Leader in St. Louis, MO
4 weeks ago
Job Summary
The Agency Leader is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.
Responsibilities
- Sourcing and Development
- Establish local networks and source prospective Independent Agent candidates and independent agencies to sell Combined products
- Conduct informational seminars for prospective 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 as requested and provide voluntary training and / or 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 / or guidance to Independent Agents and Agency Coordinator as requested
- Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development
- Collaborate with Carrier Compliance Department to provide required compliance training
- Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed
- Meetings
- Lead voluntary meetings and webinars
- Facilitate and attend training and development meetings developed and led by AD and carrier for support
- Attend other Agency meetings, as required
- Administration Support
- Assist Agency Coordinators and Independent Agents in adhering to administrative process
- Be the primary contact point for administrative and implementation support queries
- Support Agency Coordinators and Independent Agents with sales tools and their implementation
- Other
- Work with team to reach production expectations and guidelines set by Agency 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 local presence for Agency
Competencies
- Problem Solving
- Continuous Learning
- Initiative
- Adaptability
- Results Orientation
- Values Orientation
Education and Experience
High School Degree or equivalent required, college degree preferred
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
Obtain a valid Life, Accident and Health license prior to employment date
Ability to use Microsoft Office and tablet at intermediate level
An active professional network is required.
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