P&CP Academy

Insurance

• Coach around 20+ agencies (Sessions are weekly and held for 1 hour via zoom)
• Coach and train agency team members from State Farm and Allstate agencies on sales techniques, goal setting, daily habits, and tool utilization.
• Provide weekly professional performance updates and progress reports directly to agent owners.
• Hold team members accountable while maintaining a supportive and encouraging coaching environment.
• Schedule, conduct, and manage multiple Zoom coaching sessions each week in one-hour blocks.
• Maintain organized notes, follow-ups, and performance tracking across all assigned agencies.
• Support team members in using their agency systems, tools, and workflows more effectively.
• Keep teams engaged, motivated, and continuously improving so that agents choose to continue working with P&CP long-term.

Insurance Sales Coach

Producer

• Build new client relationships and provide exceptional support to existing clients
• Educate customers on insurance products and help determine the best coverage for their needs
• Generate leads through referrals, outreach, and warm lead follow-up
• Cross-sell and upsell insurance solutions to maximize customer protection
• Help customers protect their families, property, and financial well-being
• Stay informed on industry trends, underwriting guidelines, and regulatory changes

Insurance Sales Coach

Insurance Producer