Managing Expansion Agent

The Atlantic District; Doylestown (Bucks County); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Base salary + commission

Bonus opportunities

Paid Time Off

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

The Atlantic District in Doylestown, PA seeks a Managing Expansion Agent to grow our local presence by building relationships with families and businesses. You will lead expansion efforts, identify opportunities, conduct in‑depth meetings, and present insurance solutions while collaborating with leadership.

This role offers a base salary plus commissions and bonus opportunities, PTO, work-from-home options, and career growth.

Qualifications

• Active Pennsylvania Life and Health Insurance License.
• 3+ years of experience in insurance sales or client-facing roles.
• Demonstrated ability to cultivate and maintain a professional network.
• Strong organizational and time-management skills.
• Clear and articulate communication with clients.
• Proficient with agency management systems and scheduling tools.

Responsibilities

• Identify and engage with local families and businesses to help them secure their financial futures.
• Develop and execute strategies to grow our presence in Doylestown and beyond.
• Conduct in-depth meetings to uncover client needs and present insurance solutions.
• Manage and nurture a pipeline of leads while supporting existing clients.
• Collaborate with leadership to refine local sales approaches and outreach tactics.
• Represent The Atlantic District with professionalism and a genuine desire to assist during life transitions.

Skills

Insurance sales

Client-facing

Networking

Organizational skills

Communication

CRM / scheduling tools

Education

Life and Health Insurance License (PA)

Tools

Agency management systems (AMS)

Digital scheduling tools

Job description

Job Description

At The Atlantic District, we believe insurance is about more than just numbers - it is about the people and stories behind them. We are currently growing our team in the heart of Doylestown, Pennsylvania, and we are looking for a Managing Expansion Agent who is ready to make a real difference in the lives of our neighbors. We have built our reputation on trust, reliability, and a warm, human-centered approach that keeps our clients coming back for decades. When you join us, you are not just checking boxes; you are becoming an advocate for the safety and prosperity of your community. You will have the space to build your own practice, share your ideas, and grow your career alongside a team that actually cares about your professional happiness. We offer a supportive environment where your hard work is noticed and your input is always welcome. If you are someone who enjoys building lasting relationships and wants to play a key role in our expansion, we would love to welcome you to the team. Let’s work together to protect what matters most.

Benefits

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Job Description

At The Atlantic District, we believe insurance is about more than just numbers - it is about the people and stories behind them. We are currently growing our team in the heart of Doylestown, Pennsylvania, and we are looking for a Managing Expansion Agent who is ready to make a real difference in the lives of our neighbors. We have built our reputation on trust, reliability, and a warm, human-centered approach that keeps our clients coming back for decades. When you join us, you are not just checking boxes; you are becoming an advocate for the safety and prosperity of your community. You will have the space to build your own practice, share your ideas, and grow your career alongside a team that actually cares about your professional happiness. We offer a supportive environment where your hard work is noticed and your input is always welcome. If you are someone who enjoys building lasting relationships and wants to play a key role in our expansion, we would love to welcome you to the team. Let’s work together to protect what matters most.

Benefits

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Identify and engage with local families and businesses to help them secure their financial futures.
• Develop and execute strategies to grow our presence within the Doylestown community and beyond.
• Conduct in-depth meetings to uncover client needs and present appropriate insurance solutions.
• Manage and nurture a pipeline of leads while providing ongoing support to existing clients.
• Collaborate with the leadership team to refine our local sales approach and outreach tactics.
• Represent The Atlantic District with professionalism and a genuine desire to assist others during key life transitions.

Requirements

• Active Pennsylvania Life and Health Insurance License.
• Three or more years of experience in insurance sales or professional client-facing roles.
• Demonstrated ability to cultivate and maintain a professional network.
• Strong organizational skills for managing a growing portfolio.
• Clear and articulate communication style for client consultations.
• Comfortable using industry-standard agency management systems and digital scheduling tools.

Company Description

The Atlantic District is a dynamic and growth-driven division of one of the nation’s most trusted insurance and financial services organizations. We partner with dedicated professionals to build thriving insurance agencies that deliver exceptional protection and financial confidence to individuals, families, and businesses throughout the Atlantic region. We operate with urgency, purpose, and a commitment to excellence - empowering passionate, impact-oriented leaders to transform their ambitions into sustainable business success. As part of our team, you'll work with seasoned mentors, proven systems, and a supportive community that values integrity, service, and long-term growth.