Associate Director

Transamerica Life Insurance Company Career Center; Allentown (Lehigh County); On-site; USD 120,000 - 160,000; Full time

Job summary

Monumental Life seeks an Associate Director to lead a field sales staff, drive growth, and ensure quality service for policyholders.

The role involves recruiting, training, and developing sales personnel, and coordinating with home office to support daily activities.

Qualifications

• High school diploma required; some college or undergraduate degree preferred.
• Life and Health license required.
• 3–5 years’ experience in an insurance sales environment required.
• Prior management experience in an insurance sales environment preferred.
• Excellent oral and written communication skills required.
• Able to build high morale and commit to goals and objectives.

Responsibilities

• Recruit, select, train, retain and develop sales personnel.
• Develop and implement action plans to ensure staff profitability and growth.
• Supervise field staff and ensure quality service to policyholders.
• Manage budget and disburse funds cost-justifiably following company rules.
• Conduct weekly joint field work to observe and generate assisted sales.
• Represent Monumental Life in local industry organizations and public relations.

Skills

People leadership

Sales management

Budget management

Communication skills

Staff development

Strategic planning

Education

High school diploma

Business-related degree preferred

Job description

The Associate Director is responsible for developing new quality sales, conserving existing business, providing ongoing quality service to policyholders and creating an atmosphere of quality growth, development and job satisfaction to all personnel assigned to his/her Staff. This includes recruiting, selecting, training, retaining and developing sales personnel.

The incumbent reports directly to the Managing Director and is responsible for managing between four and ten field employees assigned to the Staff. The incumbent works closely with Home Office employees to ensure that the daily activities of the Staff are adequately supported.

With Managing Director approval, the incumbent will create, develop and implement action plans, using Company systems that ensure the profitability of the Staff; as well as each individual Representative under the supervision of this position.

The incumbent will manage numbers, goals, objectives and activities for results. He/she will observe the Company’s rules and instructions on keeping records and filing reports concerning sales and collections. The incumbent will supervise the assigned Representatives’ service activities in order to achieve Company standards.

The incumbent will work with the District Manager to ensure that the Field Office operates within budget. The incumbent will treat Company funds conscientiously and will spend allocated funds only when it is cost justified. The incumbent will search for ways to cut costs in order to make the Field Office more profitable and will follow all Company rules and procedures when disbursing Company funds.

The incumbent must be involved in weekly joint field work with the Representatives who report directly to him/her. This will involve observation and generation of assisted sales. The incumbent will set Staff Objectives; interpret those Objectives in terms of observable, controllable activities which can be monitored on a weekly basis; identify sales, service, or business management weaknesses which can then be addressed directly through leadership and/or training.

The incumbent will ensure that quality service is provided to policyholders in a professional, timely, and courteous manner. The incumbent will professionally represent Monumental Life in the local industry organizations listed above. Active participation in community and civic organizations is also recommended. The incumbent will maintain, and make every effort to enhance, good public relations with policyholders, the community, the industry, and Home Office.

Qualifications

• High school diploma required. Some college and/or undergraduate degree in a business related field (i.e., management, finance, marketing, business administration, etc.) preferred.
• Life and Health license required.
• 3 – 5 years’ experience in an insurance sales environment required.
• Prior management experience in an insurance sales environment preferred.
• Excellent oral and written communication skills required.
• Able to work with people in such a manner as to build high morale and group commitments to goals and objectives.