Team Lead of Life Insurance Sales, North East, Agency Division (7153BR) Sleepy Hollow, New York
Directs sales service and support provided to agents. Collaborates with Head of Wholesale Support and other leaders to develop and execute on sales strategy. Collaborates with staff to develop and implement sales implementation action plans, including all messaging and specific sales and marketing activities. Directs the identification and analysis of key performance metrics for zones, identification of market trends, and development of targeted sales efforts for specific customers. Directs the collaboration between staff and agents in the event of complex cases and competitive situations.
Oversees the training of and support provided to agents on products, policyholder materials, and marketing initiatives. Directs the education of agents in product knowledge and sales techniques, including presentation skills and customized presentations. Oversees and directs staff's coordination and participation in sales and marketing events to promote increases in sales and motivate agents.
Collaborates with Head of Wholesale Support, Life Products and Service Organization leaders to provide feedback from agents about products, services, processes and procedures. Influences the development of new products and marketing initiatives. Provides a high level of technical guidance to staff with regard to new products and marketing initiatives and how best to execute on them in their zones.
Directs, develops and manages staff, including providing coaching and training, setting goals, evaluating performance, planning staff assignments and development, and making and approving people management decisions (e.g., recruitment, promotions, terminations and salary changes).
-Bachelor’s Degree or higher preferred
-10 yrs + of field experience in individual life and/or related products
-Comprehensive knowledge of regulations pertaining to life products
-Strong management, written and oral communication and presentation skills
-Experience as an agent
-CLU, CHFC certifications