Agency Growth Leader - Financial Services

Western & Southern Life; Jacksonville (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Western & Southern Life in Jacksonville seeks an Organization Leader to guide Financial Representatives, drive production, and ensure the Agency System achieves staff scorecard objectives. You will provide coaching, onboarding, training, and strategic direction to help agents grow, recruit, and retain clients while upholding ethical standards.

You will partner with the management team to recruit and select talent, schedule networking activity, and promote sales campaigns, leveraging the W&S

Qualifications

• Experience in sales and marketing within the financial services industry with execution experience.
• Minimum 7+ years of relevant experience preferred.
• Strong coaching and recruitment capabilities to develop Financial Representatives.

Responsibilities

• Possess knowledge of the W&S Sales Process and demonstrate skills to Financial Representatives.
• Ensure the Agency System is executed to produce results and meet staff scorecard objectives through coaching and meetings.
• Manage and develop Financial Representatives with onboarding, training, and performance standards.
• Create and implement a Business Plan to drive profitable sales results and Agency sales programs.
• Advise staff on strategy and translate it into production goals for Financial Representatives.
• Lead recruitment and selection to acquire talent and participate in weekly Recruiting Team meetings.
• Schedule appointments to network and prospect with clients, small businesses, and local groups.

Skills

Sales Leadership

Coaching & Development

Recruiting & Talent

Business Acumen

Education

High school diploma or equivalent

College degree preferred

Job description

Western & Southern Life in Jacksonville seeks an Organization Leader to guide Financial Representatives, drive production, and ensure the Agency System achieves staff scorecard objectives. You will provide coaching, onboarding, training, and strategic direction to help agents grow, recruit, and retain clients while upholding ethical standards.

You will partner with the management team to recruit and select talent, schedule networking activity, and promote sales campaigns, leveraging the W&S