Territory Manager
The Territory Manager (TM) is responsible for leading, developing, building and managing a team of 5 or more account executives, generating sales to new customers, sales and service to current clients, recruiting of new agents and delivering annual sales objectives.
Benefits:
W-2 Employee, Full Benefits after 90 days, 401k participation (day one), Stock Options after one year, Dental and Vision and Pension Plan
Responsibilities:
Developing New Agents
Field train a minimum of 4-5 days each week for the first two weeks with all new Agents.
Field train a minimum of 3 days each week for the next 5 weeks with all new Agents.
Develop in each Agent expertise with all aspects of the sales process
New and Established Agents
Receive monthly internal leads from Marketing Director (MD) and distribute to Agents (bi-weekly)
Receive externally generated leads, distribute to Agents immediately and report disposition daily
Support Agents in assignment planning/appointment setting as needed
Field train Agents by accompanying them during sales visits as needed, typically at least one day every 2 weeks per Agent
Collect post-sales documentation and process according to documentation type including disposition of internal lead cards weekly
Meetings
Conduct daily meetings with the team each morning for the purpose of training and development
Attend monthly full day market team meetings and deliver training as required
Attend bi-weekly full day meeting with MD and other TMs
Conduct and attend training and development meetings
Core sales process and personal production
Meet production standards and guidelines set by management
Be able to effectively demonstrate the company's sales process
Engage in personal production during Incentive Weeks only (Incentive Week to typically take place twice a quarter)
Execute core sales process as outlined during that week
Contact externally generated leads and report dispositions in requested timeframe
Assignment Planning
Conduct sales presentations consistent with new customer approach
Complete all post sales administration and data collection documents
Service customer service calls or refer to appropriate channel
Recruiting/Field Demos
Field recruit prospective new Agent candidates while training and selling
Establish local networks and sources within territory to find qualified new agent candidates
Conduct informational recruiting seminars to prospective new Agents as needed
Represent the Company at local job fairs or other hiring events
Assist MDs with interview process of new agent candidates as needed
Take all prospective territory Agents that have passed MD interview on field demos
Make final hiring decisions together with MD
Other
Establish local presence for Company
Follow company policies and standards
COMPETENCIES:
Capacity to manage and lead a sales team
Strong communication and organizational skills
Good coaching and mentorship skills
Ability to conduct small group training meetings
Maintain high ethical standards
Excellent sales and negotiation skills
SPECIFIC SKILLS OR KNOWLEDGE:
Successful and stable work history
Demonstrated leadership skills
Minimum of 1 year Insurance sales
Minimum of 1 year Insurance Sales Management experience
High School Degree or equivalent required
College Degree preferred
Basic PC skills required
Obtaining your Life, Accident, and Health license is required prior to employment
REPORTS TO: Marketing Director
Equal Opportunity EmployerEstimated Salary: $20 to $28 per hour based on qualifications.
Benefits:
W-2 Employee, Full Benefits after 90 days, 401k participation (day one), Stock Options after one year, Dental and Vision and Pension Plan
Responsibilities:
Developing New Agents
Field train a minimum of 4-5 days each week for the first two weeks with all new Agents.
Field train a minimum of 3 days each week for the next 5 weeks with all new Agents.
Develop in each Agent expertise with all aspects of the sales process
New and Established Agents
Receive monthly internal leads from Marketing Director (MD) and distribute to Agents (bi-weekly)
Receive externally generated leads, distribute to Agents immediately and report disposition daily
Support Agents in assignment planning/appointment setting as needed
Field train Agents by accompanying them during sales visits as needed, typically at least one day every 2 weeks per Agent
Collect post-sales documentation and process according to documentation type including disposition of internal lead cards weekly
Meetings
Conduct daily meetings with the team each morning for the purpose of training and development
Attend monthly full day market team meetings and deliver training as required
Attend bi-weekly full day meeting with MD and other TMs
Conduct and attend training and development meetings
Core sales process and personal production
Meet production standards and guidelines set by management
Be able to effectively demonstrate the company's sales process
Engage in personal production during Incentive Weeks only (Incentive Week to typically take place twice a quarter)
Execute core sales process as outlined during that week
Contact externally generated leads and report dispositions in requested timeframe
Assignment Planning
Conduct sales presentations consistent with new customer approach
Complete all post sales administration and data collection documents
Service customer service calls or refer to appropriate channel
Recruiting/Field Demos
Field recruit prospective new Agent candidates while training and selling
Establish local networks and sources within territory to find qualified new agent candidates
Conduct informational recruiting seminars to prospective new Agents as needed
Represent the Company at local job fairs or other hiring events
Assist MDs with interview process of new agent candidates as needed
Take all prospective territory Agents that have passed MD interview on field demos
Make final hiring decisions together with MD
Other
Establish local presence for Company
Follow company policies and standards
COMPETENCIES:
Capacity to manage and lead a sales team
Strong communication and organizational skills
Good coaching and mentorship skills
Ability to conduct small group training meetings
Maintain high ethical standards
Excellent sales and negotiation skills
SPECIFIC SKILLS OR KNOWLEDGE:
Successful and stable work history
Demonstrated leadership skills
Minimum of 1 year Insurance sales
Minimum of 1 year Insurance Sales Management experience
High School Degree or equivalent required
College Degree preferred
Basic PC skills required
Obtaining your Life, Accident, and Health license is required prior to employment
REPORTS TO: Marketing Director
Equal Opportunity EmployerEstimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
