Agency Leader

The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators (AC) and Independent Agents (IA) with generating new sales and providing sales & service support to current policyholders. 

The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents, as well as providing coaching and voluntary training to both IAs and ACs.

Sourcing & Development

• Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products. 

  • Conduct informational seminars for prospective new Independent Agents as needed.

  • Represent the Agency at local job fairs or other hiring events.

  • Affiliate Agent candidates 

  • Make recommendations for developing Independent Agents into leadership role 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 AC and Independent Agents in s adhering to administrative process. 
  • Be the primary contact point for administrative and implementation support queries. 

  • Support AC 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

• Stable work history with minimum of 3 years 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.
• High School Degree or equivalent required, college degree preferred.
• Ability to use Microsoft Office and tablet at intermediate level.
• An active professional network is required.
• Obtaining a valid Life, Accident and Health license prior to employment date.