Essential Job Duties:
Collaborates with the Regional Manager to establish and execute sales, service, and retention goals for the territory
Recruit, develop, and manage the Territory team of Sales Coordinators & Agents to achieve new business sales goals
Successfully manages a sales team toward the company goal of EFT and recurring credit card payments through the promotion of the customer portal for new and existing policyholders
Manages Territory expenses and promotions within budget requirements
Implements sales plans that expand the company’s customer base and market presence
Identify new markets, market changes, customer opportunities, and perform competitive analyses
Builds strong customer relationships and promotes customer retention by effective communication and understanding customer needs
Meet the monthly, quarterly, and annual sales and retention goals
Provide daily field assistance and support to sales staff as a success coordinator
Position will require at least 50% of time in the field, meeting with agents, new recruits, and customers
Position may require occasional out of town travel.
There will be meetings where attendance is mandatory.
Minimum Qualifications:
Ability to lead and motivate a high-performance sales team
Proven track record as a leader in sales
Prefer experience in sales and territory management
Successful experience in management of an independent home service insurance sales force and/or independent agent marketplace
Strong sales and business background within the home service and insurance industry
Current Full Life, Health, and Accident insurance license required or will acquire within 60 days of hire
Ability to utilize Zoom and Microsoft Office suite software including: Chrome, Word, Excel, Teams, and Outlook
Knowledge, Skills & Abilities:
Strong organizational skills and problem-solving attitude
Excellent communications skills
Proven ability to set and achieve goals through leadership, integrity, and commitment
Must be a team builder with a desire to help others
Must have the ability to productively interact with a diverse client base
Must be a self-starter with drive, perseverance, and effective time management skill
Benefits:
Company sponsored New Associate Training program
Professional marketing materials
Competitive starting pay driven by experience and track record in the insurance industry
Bonus plan and incentives
Comprehensive Benefits Package: major medical plan, dental, vision, long/short term disability, group life insurance, and 401k with company match
Company sponsored sales seminars for qualifier and guest
Opportunity for advancement
Miscellaneous Requirements:
Ability to work minimum Monday-Friday, 8AM – 5PM with after hours and occasional Saturday work as needed.
Education:
High school diploma/GED with 2 years of experience
Work Environment
Primarily indoors with heating and cooling regulated in a general office environment.
The noise level in the work environment is generally low.
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