Managing Director

AmeriLife; United States; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Benefits package

PTO

Retirement plan

Job summary

AmeriLife is seeking a Managing Director to grow and manage an assigned agency and lead local staff to meet business objectives. You will coach agents to align with insurance needs, recruit and develop new agents, and serve as the key liaison between the Home Office and independent sales agents.

Responsibilities include planning, budgeting, and mentoring; driving growth, profitability and compliance; and delivering detailed performance metrics to guide improvement and expansion.

Qualifications

• Five+ years of experience in the insurance industry, preferably in marketing, sales and suitability.
• Medicare, life and annuity product experience.
• Ability to work well within a team.
• Agency sales experience is a must.

Responsibilities

• Increases agency growth, effectiveness and production by recruiting, selecting, orienting, training, coaching, counseling insurance agents; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing a welcoming climate by offering value added information and opinions; providing training and developmental opportunities.
• Accomplishes agency objectives by recommending business plans, budgets, and result measurements; allocating resources; reviewing progress and making needed mid-course corrections.
• Generates new business by identifying and addressing opportunities in the local market.
• Develops and maintains good and compliant working relationships with clients, insurance carriers, regulatory agencies, assigned agents and co-workers.
• Increases profitability of proprietary product lines by encouraging agents to consider these products when they meet the needs of clients.
• Ensures trust and credibility with clients by maintaining detailed knowledge of current market conditions, compliant business practices and full understand of available product solutions.
• Builds company image by collaborating with customers, community organizations, and others; enforcing ethical business practices.
• Directs and coordinates agency’s financial and budget activities to manage operations and maximize growth and efficiency.
• Reviews growth results, recruiting, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing program improvement and cost reduction.
• Meets required growth and sales objectives.
• Spend considerable time with new agents to ensure successful completion of fast start initiatives (30 sales in the agent’s first 90 days)
• Provide and review detailed metric reports to assigned agents; ensure they are coached to achieve activity requirements, sales levels, cross-selling opportunities, compliance standards and minimum production/retention requirements.
• Without guidance, determine agency’s needs, create training schedules, identify areas of improvement, and execute on increasing new premium from Agents’ production.
• All other related duties.

Skills

Insurance industry experience

Medicare experience

Teamwork

Time management

Agency sales

Job description

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

This person grows their assigned agency and manage local staff to address the business objectives of the company. The Managing Director coaches and develops agents to meet the insurance needs of policyholders and clients with appropriate and suitable products. The position supports agents to maximize their professional growth and revenue generating opportunities. Functions as the primary liaison between the Home Office and assigned (independent) sales agents. He or she recruit’s and develops agents.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Increases agency’s growth, effectiveness and production by recruiting, selecting, orienting, training, coaching, counseling insurance agents; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing a welcoming climate by offering value added information and opinions; providing training and developmental opportunities.
• Accomplishes agency objectives by recommending business plans, budgets, and result measurements; allocating resources; reviewing progress and making needed mid-course corrections.
• Generates new business by identifying and addressing opportunities in the local market.
• Develops and maintains good and compliant working relationships with clients, insurance carriers, regulatory agencies, assigned agents and co-workers.
• Increases profitability of proprietary product lines by encouraging agents to consider these products when they meet the needs of clients.
• Ensures trust and credibility with clients by maintaining detailed knowledge of current market conditions, compliant business practices and full understand of available product solutions.
• Builds company image by collaborating with customers, community organizations, and others; enforcing ethical business practices.
• Directs and coordinates agency’s financial and budget activities to manage operations and maximize growth and efficiency.
• Reviews growth results, recruiting, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing program improvement and cost reduction.
• Meets required growth and sales objectives.
• Spend considerable time with new agents to ensure successful completion of fast start initiatives (30 sales in the agent’s first 90 days)
• Provide and review detailed metric reports to assigned agents; ensure they are coached to achieve activity requirements, sales levels, cross-selling opportunities, compliance standards and minimum production/retention requirements.
• Without guidance, determine agency’s needs, create training schedules, identify areas of improvement, and execute on increasing new premium from Agents’ production.
• All other related duties.

QUALIFICATIONS

• Five plus years’ experience in the insurance industry, preferably in marketing, sales and suitability capacity
• Medicare, life and annuity product experience
• Ability to work well within a team
• Excellent time-management skills, ability to work within deadlines
• Agency sales experience is a must

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.