Associate Director

Transamerica Life Insurance Company Career Center; Atlanta (GA); On-site; USD 90,000 - 170,000; Full time

Job summary

Monumental Life is seeking an Associate Director to lead a staff of field representatives, drive sales and retain policyholders, and coordinate with the Home Office for operational support.

This role requires strong leadership, 3–5 years in insurance sales, and a Life and Health license, with emphasis on high-quality service and cost-conscious management.

Qualifications

• High school diploma is required; some college or business degree preferred.
• Life and Health license is required.
• 3–5 years’ experience in insurance sales is needed.
• Prior management experience in insurance sales is preferred.
• Excellent oral and written communication skills are required.
• Ability to build high morale and group commitment to goals.

Responsibilities

• Develop new quality sales and conserve existing business while providing quality service to policyholders.
• Recruit, select, train, retain and develop sales staff to build a strong team.
• Supervise 4–10 field employees and coordinate with Home Office for support.
• Create and implement action plans to ensure profitability of the staff and individuals.
• Manage budgets, monitor metrics, and ensure adherence to company rules and reports.
• Engage in weekly joint field work with Representatives and monitor activities and outcomes.
• Represent Monumental Life professionally in industry groups and maintain positive public relations.

Education

High school diploma

Some college / undergraduate degree in business related field

Life and Health license

3–5 years’ experience in insurance sales

Prior management experience in insurance sales

Excellent oral and written communication

Able to build high morale and commitments

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.