Agency Leader

The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators (AC) and Independent Agents (IA) with generating new sales and providing sales & service support to current policyholders.

The AL is responsible for sourcing, identifying, and affiliating, new Independent Agents, as well as providing coaching and voluntary training to both IAs and ACs.

Sourcing & Development

• Establish local networks and source prospective new Independent Agent candidates and independent agencies to sell Combined products.

Conduct informational seminars for prospective new Independent Agents as needed.

Represent the Agency at local job fairs or other hiring events.

Affiliate Agent candidates

Make recommendations for developing Independent Agents into leadership role as Agency Coordinator.

Field Training

Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and / or guidance as needed to support them in the sale of Combined products.

Develop expertise in all aspects of the Sales Process and remain available for consultation and / or guidance to Independent Agents and Agency Coordinator as requested.

Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development.

Collaborate with Carrier Compliance Department to provide required compliance training.

Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed.

Meetings

Lead voluntary meetings and webinars.

Facilitate and attend training and development meetings developed and led by AD and carrier for support.

Attend other Agency meetings, as required.

Administration Support

Support AC and Independent Agents with sales tools and their implementation.

Other

Work with team to reach production expectations and guidelines set by Agency Management.

Meet growth goals in APV and Affiliation.

Effectively demonstrate the Agency’s Sales Process.

Follow Company policies procedures and expectations

Set an example for others to follow

Establish local presence for Agency