Key skills
CRMLeadershipSales
About this role
Role Overview
- Own team production goals (monthly/quarterly/annual premium targets)
- Drive daily activity metrics: calls, quotes, binds, and close ratios
- Monitor and manage pipeline health and conversion rates
- Hold producers accountable through structured daily and weekly check-ins
- Conduct daily huddles and weekly 1:1 coaching sessions
- Provide real-time call coaching and roleplay sessions
- Identify performance gaps and implement improvement plans
- Onboard and train new producers using a defined sales process
- Enforce CRM usage and pipeline management (AgencyZoom or similar)
- Track KPIs and maintain a weekly scorecard dashboard
- Optimize sales scripts, objection handling, and follow-up processes
- Collaborate with leadership to refine scalable sales systems
- Assist in interviewing, and hiring new producers
- Build a bench of talent to support agency growth goals
- Develop a high-performance, competitive sales culture
Requirements
- 3+ years of sales leadership experience (insurance preferred)
- Proven track record of hitting or exceeding sales targets
- Strong coaching and accountability management skills
- Experience with CRM systems and sales reporting
- High level of organization, urgency, and execution
- Active insurance license (or willingness to obtain quickly)
Benefits
- Uncapped earning potential with performance-based bonuses
- Clear path to senior leadership and agency growth participation
- Proven systems, scripts, and infrastructure to support success
- High-performance, team-oriented culture
- Ongoing training and professional development