Senior Territory Manager

Bright Professional Advisors; Georgia; On-site; USD 36,000 - 44,000; Full time

Job summary

Bright Professional Advisors seeks a driven Senior Territory Manager to lead agency growth across Medicare, Health, Life, and Final Expense products. Recruit, train, and support licensed agents while expanding partnerships and driving production within the assigned territory.

The ideal candidate has 5–7 years in insurance sales or development, a Life & Health license, and strong leadership, presentation, and relationship-building skills. Travel within the territory is required.

Qualifications

• Bachelor's Degree or equivalent professional experience.
• 5–7 years of insurance sales, marketing, business development, recruiting, or territory management experience.
• Active Life & Health Insurance License or ability to obtain.
• Strong understanding of Medicare products and the senior insurance market.
• Proven experience developing professional relationships and driving sales growth.
• Excellent presentation, communication, and relationship-building skills.
• Ability to travel throughout assigned territory.

Responsibilities

• Recruit, onboard, and develop licensed insurance agents and brokers.
• Identify and establish new agency partnerships within the territory.
• Provide training, coaching, and ongoing support to agency partners.
• Help agents develop sales strategies to increase production and client retention.
• Conduct regular field visits, virtual meetings, and business reviews with partners.
• Monitor production metrics and assist underperforming agents with growth plans.
• Drive sales growth across PDP, Health, Dental, Medicare products, and related plans.
• Educate agents on Medicare regulations, enrollment opportunities, and product positioning.

Skills

Relationship-building

Communication

Presentation

Education

Bachelor's Degree or equivalent

Tools

CRM systems

Job description

Bright Professional Advisors is seeking a driven and relationship-focused Senior Territory Manager to lead agency growth and business development initiatives throughout an assigned territory. This position is responsible for recruiting, developing, and supporting independent insurance agents, brokers, financial professionals, and strategic referral partners while driving production across Medicare, Health, Life, Final Expense, and Supplemental Insurance products.

The ideal candidate is a motivated sales leader with experience building high-performing distribution channels, fostering long-term partnerships, and helping agents grow successful and sustainable insurance businesses.

What You'll Do

Agent & Agency Development

• Recruit, onboard, and develop licensed insurance agents and brokers.
• Identify and establish new agency partnerships within the territory.
• Provide training, coaching, and ongoing support to agency partners.
• Help agents develop sales strategies to increase production and client retention.
• Conduct regular field visits, virtual meetings, and business reviews with partners.
• Monitor production metrics and assist underperforming agents with growth plans.
• Drive sales growth across:
• Prescription Drug Plans (PDP)
• Health and Dental Insurance Plans
• Educate agents on Medicare regulations, enrollment opportunities, and product positioning.
• Support agents in serving seniors, retirees, individuals turning 65, disabled beneficiaries, and dialysis patients.

Life Insurance & Supplemental Benefits

• Promote growth in:
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Final Expense Insurance
• Children's Whole Life Insurance
• Disability Insurance
• Hospital Indemnity Plans
• Critical Illness Insurance
• Train agents on identifying client needs and cross-selling opportunities.

Strategic Partnerships

• Develop relationships with:
• Wealth Managers
• CPAs
• Community Organizations
• Senior Living Communities
• Centers of Influence
• Represent Bright Professional Advisors at industry events, networking functions, senior expos, and community outreach programs.
• Generate referral opportunities and new business partnerships throughout the territory.

Leadership & Business Planning

• Partner with executive leadership to develop territory growth plans.
• Track sales performance, recruiting activity, and strategic initiatives.
• Analyze market opportunities and competitive trends.
• Provide recommendations to improve agent engagement, client experience, and market penetration.
• Support organizational growth initiatives and special projects.

Qualifications Required

• Bachelor's Degree or equivalent professional experience.
• Minimum of 5-7 years of insurance sales, marketing, business development, recruiting, or territory management experience.
• Active Life & Health Insurance License or ability to obtain.
• Strong understanding of Medicare products and the senior insurance market.
• Proven experience developing professional relationships and driving sales growth.
• Excellent presentation, communication, and relationship-building skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to travel throughout assigned territory.

Preferred

• Experience recruiting and developing independent insurance agents.
• Medicare Advantage and Medicare Supplement experience.
• Final Expense or Life Insurance distribution experience.
• Experience working with Financial Advisors, CPAs, or community referral networks.
• AHIP certification.
• Experience with CRM and agency management systems.

Key Characteristics

• Entrepreneurial and growth minded.
• Passionate about helping agents succeed.
• Comfortable speaking with individuals, small groups, and large audiences.
• Self-motivated and highly organized.
• Results-driven with strong business acumen.
• Adaptable and solution oriented.
• Dedicated to providing exceptional service to agents and clients.

About Bright Professional Advisors

Bright Professional Advisors is committed to helping individuals, families, and seniors make informed insurance decisions. Our experienced team provides guidance and access to Medicare, Health, Dental, Life Insurance, Final Expense, Children's Whole Life, and Supplemental Benefit solutions tailored to each client's needs.

We believe in building lasting relationships through education, integrity, personalized service, and a commitment to helping our clients protect their health, finances, and future.

Compensation

• Base Salary: $40,000 + Performance-based bonuses + Commission opportunities

Additional Earnings Opportunities:

• Recruitment incentives
• This version is much more aligned with Bright Professional Advisors' core business of Medicare, Health, Dental, Life, Final Expense, Children's Whole Life, and supplemental insurance products while emphasizing agent recruitment, agency growth, and territory development.