Financial Services Development Manager

7 days ago


Dallas, Texas, United States Collin Edmonds Agency- Farmers Insurance Full time

We are seeking a professional to join our team as a Financial Services Development Manager at Collin Edmonds Agency- Farmers Insurance.

As a Financial Services Development Manager, you will empower agents across 80+ agencies to exceed their goals by providing in-depth training on life insurance and financial services products, sales strategies, and client engagement.

Estimated Salary: $60,000 - $80,000 per year

Your role will focus on:

  1. Mentorship & Training: Develop and deliver training programs to enhance agents knowledge and skills.
  2. Marketing & Strategy Development: Collaborate with agents to create tailored marketing plans that attract and retain clients.
  3. Joint Work: Partner with agents during client meetings, providing hands-on support to secure sales and build their confidence.
  4. Performance Coaching: Help agents set and achieve measurable goals by identifying growth opportunities and offering strategic guidance.
  5. Compliance Audits: Conduct regular audits to ensure agents adhere to Farmers Financial Services policies and industry regulations.

You will be responsible for ensuring the success of our agents and driving business growth through effective coaching, training, and strategy development.

The ideal candidate will have:

  • Licensed: Holds active life and financial services licenses (Series 6 or 7, 63 or 65 preferred).
  • Experienced: A track record of success in life insurance and financial services sales.
  • A Mentor: Passionate about coaching, training, and inspiring others to achieve their best.
  • Strategic Thinker: Skilled at designing and executing growth-oriented marketing and sales plans.
  • Detail-Oriented: Committed to ensuring compliance and maintaining high standards.
  • Relationship-Driven: Adept at building strong, professional relationships with agents and clients.


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