Sales Director

Role Overview

• Foster agent relationships, expand agent base, and increase profitability through the development, enhancement, and implementation of strategic marketing workflows, policies, and practices.
• Manage team of marketers assigned to their region to ensure continued development of new writing agents and corresponding production.
• Emphasize development of marketer’s skills and abilities, working to accelerate both their personal and professional growth.
• Work closely with all departments and upper management to create demand and recognition for the company and its products and services.
• Directly responsible for achieving monthly growth in production of writing agents and enrollments from key insurance carriers.
• Travel to various client and carrier offices, attend and present sales meetings, trade shows, and industry training seminars as needed.
• Develop unique value propositions, business partnerships, and customer relationships.
• Maintain productive relations with potential and established agents through frequent on-site visits, scheduled conference calls, and by providing excellent services.
• Constantly search for ways to improve efficiency and effectiveness.
• Provide detailed documentation of results from account visits to agent interaction, ensure issues are noted and addressed, and that management is aware of potential business opportunities.
• Maintain thorough knowledge of carrier systems and workflow to ensure ability to address issues, provide training, and continue to strengthen the existing relationship.
• Create and distribute materials (web tutorials, carrier documents, contracts, etc.) to agents to ensure company information is available.
• Help, develop, and present messaging and presentation material for agents.
• Learn, retain, and deliver product / industry information to agents.
• Develop and administer sales and marketing techniques.
• Appropriately track personal productivity and issues.
• Accurately input information into CRM systems within required time frames.
• Communicate effectively and professionally in person over the phone and in writing with agents, carriers and supervisors.
• Perform other duties as assigned.

Requirements

• Bachelor's Degree or equivalent professional experience preferred.
• Previous insurance industry experience, knowledge of industry standards and practices, previous sales and/or client relations experience required.
• Microsoft Office skills required.
• Self-motivated
• Persistency
• Critical thinking
• Demonstrated ability to plan and organize.
• Flexibility to adapt to changing business operations.
• Excellent customer service skills.
• Excellent interpersonal skills.
• Demonstrated oral and written communication skills.
• Ability to represent the company in a professional and positive manner.
• Ability to multi-task and operate in a fast-paced environment.
• Ability to work independently and as part of a team.
• Ability to maintain confidentiality.

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability