Description Maintain high level of field activity. Conduct appointmentsand training for brokers to generate life insurance sales. Advise on case design and assist in the placement of brokers cases. Create and implement the agency s Life Brokerage Marketingplan, carry out the plan and coordinate activities associated with the sale ofthese products within the agency. The plan should include: productand illustration training, underwriting / new business support, meetings /seminars, Continuing Education, target marketing, cross-selling initiatives,etc. Track and report activity on a weekly basis to the LifeBrokerage Team and General Agent, as well as the leading indicators and theyear to date results. Evaluate the competitive environment and make recommendationsto ensure the agency is positioned to achieve its life brokerage insuranceobjectives. Prepare on an annual basis a professional development plan. Qualifications Strong organizational and planning skills to maintainprofessional and personal productivity and effectiveness. Excellent verbal and written communication skills toinfluence and build consensus, as well as proven presentation skills. Excellent interpersonal skills to develop favorablerelationships with people from various backgrounds. High level on initiative and independence to generate anequivalent sense of urgency and entrepreneurship in the agency. Strong desire to develop others and see them succeed throughteaching, coaching and supervising. Thorough understanding the mission,values and culture of the agency and the ability to instill them in others. In-depth understanding of the agency s training systems andproducts to ensure of their proper application in furthering a broker sbusiness. Execution Bias Insight Structure Persuasive Communication Strategic Market Awareness Competition College Degree or equivalent work experience Professional designation such as CLU, ChFC or CFP preferred Life and Health License Experience: 5+ years insurance industry sales experience including 3+years of brokerage/financial experience. Must have a demonstrated track record of sales andrelationship building success. Associated topics: agent, customer, health, inside sales, insurance agent, lead sales agent, life insurance sales, sales, sales professional, sell
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