Sales and Marketing Director

2 weeks ago

Longview, Texas, United States Copeland Insurance Group Full time

About Copeland Insurance Group

Copeland Insurance Group is a leading provider of insurance solutions, dedicated to delivering exceptional service to agencies and agents. Our commitment to a personal, service-driven sales approach has earned us a reputation as a trusted partner in the industry.

About Integrity Marketing Group

Integrity Marketing Group is a nation's leading independent distributor of life, health, and wealth insurance products. With a strong focus on innovation and customer satisfaction, we strive to meet the evolving needs of our clients and partners.

Position Summary

The Sales Director will play a key role in driving business growth and development, working closely with sales leaders to service and develop existing accounts, increase sales from contracted agents, and maintain relationships with carriers. This role requires strong communication and interpersonal skills, as well as the ability to adapt to changing business operations.

Essential Duties and Responsibilities

• Foster strong relationships with agents, expand agent base, and increase profitability through the development and implementation of strategic marketing workflows and policies.

• Manage a team of marketers to ensure continued development of new writing agents and corresponding production.

• Emphasize the development of marketer's skills and abilities, working to accelerate both their personal and professional growth.

• Work closely with all departments and upper management to create demand and recognition for the company and its products and services.

• Directly responsible for achieving monthly growth in production of writing agents and enrollments from key insurance carriers.

• Travel to various client and carrier offices, attend and present sales meetings, trade shows, and industry training seminars as needed.

• Develop unique value propositions, business partnerships, and customer relationships.

• Maintain productive relations with potential and established agents through frequent on-site visits, scheduled conference calls, and by providing excellent services.

• Constantly search for ways to improve efficiency and effectiveness.

• Provide detailed documentation of results from account visits to agent interaction, ensure issues are noted and addressed, and that management is aware of potential business opportunities.

• Maintain thorough knowledge of carrier systems and workflow to ensure ability to address issues, provide training, and continue to strengthen the existing relationship.

• Create and distribute materials (web tutorials, carrier documents, contracts, etc.) to agents to ensure company information is available.

• Help, develop, and present messaging and presentation material for agents.

• Learn, retain, and deliver product / industry information to agents.

• Develop and administer sales and marketing techniques.

• Appropriately track personal productivity and issues.

• Accurately input information into CRM systems within required time frames.

• Communicate effectively and professionally in person over the phone and in writing with agents, carriers, and supervisors.

• Perform other duties as assigned.

Qualifications

• Bachelor's Degree or equivalent professional experience preferred.

• Previous insurance industry experience, knowledge of industry standards and practices, previous sales and/or client relations experience required.

• Microsoft Office skills required.

• Self-motivated

• Persistency

• Critical thinking

• Demonstrated ability to plan and organize.

• Flexibility to adapt to changing business operations.

• Excellent customer service skills.

• Excellent interpersonal skills.

• Demonstrated oral and written communication skills.

• Ability to represent the company in a professional and positive manner.

• Ability to multi-task and operate in a fast-paced environment.

• Ability to work independently and as part of a team.

• Ability to maintain confidentiality.

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