Job Description

Overview

Leads a team of field-based associates to provide direction, leadership and management in the execution of achieving manpower growth and retention; sales growth and profitability; field representative and field management training and development targets for their geographic footprint. The primary product set is life insurance, retirement and investment products that serve the needs of the company's middle market target segment (incomes of $40k-130k). Responsible for ensuring the W&S Agency Operating Model is executed effectively in the division to drive achievement of company objectives. Responsible for the oversight necessary to ensure that all customers are sold and serviced in a professional, ethical manner and the field force adheres to all regulatory requirements for state's Department of Insurance and FINRA. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.

Responsibilities

What you will do:

• Effectively manages the execution of the W&S Agency Operating Model for the division to drive sustained business results and to meet company objectives.
• Leads a multi-state field team of financial representatives and managers, including FINRA 6/63 licensed, along with supporting managers with their respective recruiting, marketing and training objectives.
• Provides leadership to the Agency Managers and others on the sales management team through: Selection and development of high performing managers for the division. Directing the implementation of field sales and marketing strategies for the Agency organization. Achievement of net manpower, sales and customer persistency targets for the division that align with the company's objectives. Providing appropriate motivation of the field sales force to maximize sales growth and customer satisfaction. Setting of high standards for ethics and market conduct and monitoring adherence to them.
• Assesses the needs of the sales organization through regular monitoring of division's sales trends and results, competition, customer feedback and local market intelligence.
• Works in a collaborative way with peers and business partners to drive achievement of the company's operating targets.
• Responsible for the implementation and execution of the company's marketing, sales and development programs for Agency Managers, Staff Managers and Financial Representatives. This includes leveraging industry resources such as GAMA, The American College and LIMRA as well as proprietary company programs.
• Monitors and assures adherence to Company practices and takes appropriate action.
• Decides and administers appropriate disciplinary action for nonperformance, failure to comply with the W&S Agency Operating Model or violation of Company procedures.
• Ensures that the field recruiting process adheres to the company's desired candidate profile.
• Responsible for continuous self-development and achievement of industry professional designations.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree Or equivalent combination of education, training and commensurate proven success in a senior field sales leadership position will be considered. - Required
• Demonstrated experience leading and motivating teams in situations associated with high volumes of work and/or customer demands. Must possess strong coaching and effective feedback skills. - Required
• Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate strong attention to detail with excellent organizational skills. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands. - Required
• Demonstrated experience identifying and resolving problems arising from employee relations issues, customers, policy/procedural changes, etc. - Required
• Proven work experience directing others to initiate a recommended course of action to solve a problem or increase efficiency. - Required
• Demonstrated experience identifying and resolving problems where independent decision-making and self-initiative were demonstrated. Must cite examples of strong negotiating skills used to resolve problems. - Required
• Proven track record of successfully developing and leading a field sales insurance management team and sales representatives. Thorough knowledge of the life insurance sales process, financial planning and advanced sales concepts required. - Required
• Demonstrated strong and effective leadership and interpersonal skills, with the proven ability to work effectively with all levels of line management. Proven experience developing consultative relationships and transferable skills. - Required
• Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between internal and external groups in a clear, focused and concise manner. Experience must include strong telephone communication and etiquette skills. Expected to provide examples of written work such as correspondence, reports, etc. - Required
• Must provide examples of working under multiple deadlines and minimal supervision. Must cite examples of successfully organizing and effectively completing projects where given little or no direction. - Required
• Proven superb presentation skills with experience conveying information in a clear, focused and concise manner. Demonstrated use of strong listening and communication techniques and presentation software. - Required
• Proven strong commitment and work ethic. - Required
• Demonstrated analytical skills, ability to interpret statistical information, and develop and implement strategies to maximize performance. - Required
• Proficient in Microsoft Office products. - Required
• Life and health license. - Preferred
• FINRA Licenses 6, 63, 26 licenses. - Preferred
• Industry designations such as CLU, ChFC, CFP, LUTCF. - Preferred

Work Setting/Position Demands:

• This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Extended hours required during peak workloads or special projects/events.
• Valid Driver's License with a safe driving record

Travel Requirements:

• None