Executive Sales, Agency Support Admin

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full-time

Posted on:

Location Type: Hybrid

Location: McKinney • Texas • United States

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About the role

  • Manage calendars, contacts, and travel logistics for Sr. Director of Field Development & DVN VPs; exercise independent judgment in prioritizing schedules, resolving conflicts, and determining which meetings require direct executive attention; anticipate needs and adjust schedules to maximize productivity.
  • Represent executives in communications and meetings, making commitments and responding to inquiries; serve as liaison between executive sales leadership and other departments; prepare presentations, reports, and executive communications with strong verbal and written skills.
  • Plan and support execution of Agency Owner Meetings, Summit Meetings, and Virtual Meetings; coordinate briefing materials and meeting logistics; coordinate sales meetings, training events, and leadership sessions; provide hands-on in-office support, welcoming and directing visitors, new hires, and deliveries.
  • Prepare Word, Excel, and PowerPoint presentations, agendas, reports, and special projects supporting organizational objectives; prepare and review reports that identify trends, risks, and opportunities to support executive decision-making.
  • Oversee expense reporting and administrative processes for Sales Division leadership team; manage department budget and prepare financial summaries and reports; reconcile sales incentive accruals against actual payouts; conduct monthly variance analysis and prepare quarterly budget forecasts; develop predictive models for sales incentive budget forecasting; maintain audit-ready documentation for all incentive calculations and payments.
  • Manage monthly and quarterly reporting; track, forecast, and report on sales initiatives for Division Vice Presidents; become competent with Globe IQ to generate sales reports and dashboards; track key performance indicators (KPIs) with financial implications; monitor project timelines and flag potential issues or risks.
  • Facilitate business case development for new sales initiatives; support acquisition due diligence by compiling financial data and analysis; prepare ad-hoc financial analysis to support strategic decision-making; responsible for acquisition planning activities, tracking, and documentation.
  • Support communication between sales leadership and field teams; assist with sales campaign coordination and promotional material distribution; track and report on incentive program effectiveness and cost efficiency; coordinate with Finance and Payroll on incentive payment processing.
  • Review and prioritize requests and information, determine appropriate actions, and ensure timely responses; revise and improve administrative and event-planning processes to enhance efficiency and collaboration; exercise discretion, confidentiality, and sound judgment in handling executive-level matters; demonstrate flexibility to adjust to shifting business needs, including occasional travel and work outside normal hours.
  • Other duties and projects as assigned by leadership.

Requirements

  • Bachelor’s degree in business administration, finance or related field or equivalent relevant work experience.
  • 5+ years of executive administrative support experience, preferably supporting C-level or VP-level executives.
  • 3-5 years working with Insurance sales.
  • Demonstrated ability to act with discretion, make independent decisions, and influence leadership efficiency through strategic administrative support.
  • Advance experience working with budget management.
  • Project Management background a plus.
  • Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and collaboration tools (Teams, SharePoint).
  • Ability to be highly organized, adaptable, self-motivated, and dependable with a strong sense of ownership and accountability.
  • Proficiency with CRM platforms (Salesforce, HubSpot), Microsoft Office Suite, and expense management systems.
  • Strong organizational skills with ability to manage multiple priorities and deadlines.
  • Excellent written and verbal communication skills.
  • Advanced experience with budget tracking and financial reporting.
  • Proven ability to handle confidential information with discretion.
  • Experience in insurance, financial services, or sales environment.
Benefits
  • Competitive compensation designed to reflect your expertise and contribution.
  • Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
  • Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
  • Paid holidays and time off to support a healthy work-life balance.
  • Parental leave to help our employees welcome their new additions.
  • Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
  • Company-paid counseling for assistance with mental health, stress management, and work-life balance.
  • Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
  • Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
budget managementfinancial reportingproject managementsales reportingdata analysisexpense managementpresentation preparationcalendar managementlogistics coordinationKPI tracking
Soft Skills
discretionindependent decision-makingorganizational skillsadaptabilityself-motivationdependabilityownershipaccountabilitycommunication skillsflexibility