Agency - L1

GCLI - Sales; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Goodfit in the United States is seeking a Branch Manager - Agency to oversee the branch's sales team, operations, and customer partnerships. The role focuses on achieving sales targets, building effective teams, and ensuring compliance with company policies.

You will develop strategic plans, monitor performance metrics, coach staff, and present reports to senior management while fostering a high-performance culture across the branch.

Qualifications

• Bachelor’s degree or higher in business/finance or related field.
• Certification in Insurance Sales or Management (preferred).

Responsibilities

• Lead and manage the branch's sales team to achieve targets and objectives.
• Develop and implement strategic plans to enhance sales performance and customer satisfaction.
• Monitor and analyse sales performance metrics to identify areas for improvement.
• Ensure compliance with company policies, industry regulations, and ethical standards.
• Build and maintain strong relationships with clients, partners, and stakeholders.
• Conduct regular training sessions and performance evaluations for the sales team.
• Oversee day-to-day branch operations, ensuring efficiency and effectiveness.
• Prepare and present reports on branch performance to senior management.

Skills

Leadership

Sales Management

Strategic Thinking

Communication

Education

Bachelor’s degree in business administration, Finance, or a related field

Tools

CRM systems

Job description

The Branch Manager - Agency position in the Insurance Sales department is a pivotal role responsible for overseeing the operations and sales activities of the branch & unit/s assigned. This mid-level position requires a dynamic individual with a strong background in insurance sales and branch management. The Branch Manager will be instrumental in driving sales growth, managing a team of sales managers, and ensuring the branch meets its financial and operational goals. The ideal candidate will possess excellent leadership skills, a strategic mindset, and the ability to foster a high-performance culture within the branch.

Key responsibilities

What You Get to Do Here

• Lead and manage the branch's sales team to achieve sales targets and business objectives.

• Develop and implement strategic plans to enhance sales performance and customer satisfaction.

• Monitor and analyse sales performance metrics to identify areas for improvement.

• Ensure compliance with company policies, industry regulations, and ethical standards.

• Build and maintain strong relationships with clients, partners, and stakeholders.

• Conduct regular training sessions and performance evaluations for the sales team.

• Oversee the day-to-day operations of the branch, ensuring efficiency and effectiveness.

• Prepare and present reports on branch performance to senior management.

Decision Scope

• Sales strategy and execution at the branch level.

• Team development and performance management.

• Operational oversight and compliance enforcement.

Day-to-Day Deliverables

• Daily monitoring of sales activities and lead conversion.

• Review and update performance metrics.

• Conduct team huddles and coaching sessions.

• Ensure timely reporting and documentation.

• Maintain persistency and renewal data.

Job requirements

Qualifications

• Bachelor’s degree in business administration, Finance, or a related field.
• Certification in Insurance Sales or Management (preferred).

Experience

• Minimum of 5 years of experience in insurance sales or a related field.
• Proven track record of managing a sales team and achieving sales targets.
• Experience in branch management or a similar leadership role.
• Functional and Behavioral requirements

Functional and Behavioral requirements

Functional:

• Strong understanding of life insurance products and agency distribution models.

• Proficiency in CRM systems, sales analytics, and digital platforms.

• Ability to lead training sessions and drive field productivity.

Behavioural:

• Leadership and team-building capabilities.
• High integrity and ethical conduct.
• Strategic thinking and execution focus.
• Strong interpersonal and communication skills.
• Resilience and adaptability in a dynamic sales environment.