Life Sales Manager
AAA
full-time
Posted on:
Location Type: Office
Location: Austin • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- This is a training position responsible for learning the job of Life Sales Manager in order to transition into the Life Sales Manager job and achieve performance objectives.
- Recruits, motivates and develops team of Life Sales agents.
- Assists agents in developing and increasing life insurance leads as well as improving methods and procedures for closing quality sales of Life Insurance products.
- Trains and assists Life Sales Agents in providing excellent service during the sales process and ongoing.
- Ensures that assigned team of agents receives proper training.
- Interfaces directly with local Branch and Sales management, as well as Life Sales management.
- Accountable for achieving sales requirements for assigned team of Life Insurance Sales Agents.
- Achieve and maintain staffing goals.
- Develop monthly/annual goals and sales targets for each team member individually.
- Assist in planning and organizing agents’ activities to successfully meet or exceed all goals and responsibilities.
- Review performance results with Life Sales Agents.
- Jointly develop programs to correct any problems. Apply long term corrective measures as necessary.
- Recruit new agents with previous life sales experience as well as agents with strong sales skills, but no life background.
- Utilize corporate recruiter, as well as referrals from existing employees or other methods to identify candidates.
- Conduct regular meetings with Life Sales Agents for specific purposes such as; training, review of best practices, discussion of problems and solutions, review of standings and results, and to explain management policies and directives.
- Provide general communication to subordinate staff. Keep staff aware of any product changes, underwriting updates, procedure changes, general insurance changes, as well as upcoming meetings and training sessions.
- Manage all subordinates to promote and encourage cooperative teamwork between Life Specialists, Life Operations, AAA Life and Branch Office Management.
- Complete required AAA University management courses.
- Ensure all subordinate Life Sales Agents maintain all necessary licenses.
- Monitor continuing education requirements for all licensed staff.
- Conduct quarterly and spot audits on agents to monitor compliance with company standards regarding client files, marketing materials, and other key components.
- Assist Life Sales Agent in verifying the accuracy of compensation. Ensure all Life Sales Agents are knowledgeable about the compensation plan.
- Monitor and control expenses for team. Perform other duties and responsibilities as assigned or required including meetings, training sessions, reports, conference calls, etc.
Requirements
- Bachelors Equivalent combination of education and experience
- 4-6 years Insurance sales Required
- 1-3 years Management/Supervisory Preferred
- Comprehensive leadership skills, as well as the ability to effectively train and recruit personnel required.
- Moderate verbal and written communication skills required.
- Moderate Microsoft Office proficiency required.
- Competitive, enthusiastic, and results oriented nature highly preferred.
- Life Insurance License, valid in selling state - Issued by State Required
- Valid Driver's License, acceptable Department of Motor Vehicles record and minimum liability insurance - Issued by State Required
- Occasional travel to off-site business meetings or conferences. (5% proficiency)
Benefits
- Health coverage for medical, dental, vision
- 401(K) saving plan with company match AND Pension
- Tuition assistance
- PTO for community volunteer programs
- Wellness program
- Employee discounts (membership, insurance, travel, entertainment, services and more!)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance salesteam managementsales traininglead generationperformance reviewgoal settingcompliance auditingcompensation verificationexpense management
Soft skills
leadershipcommunicationmotivationteamworkorganizational skillsproblem-solvingenthusiasmresults orientation
Certifications
Life Insurance LicenseValid Driver's License