Team Lead, Property & Casualty Sales

GuideStone Financial Resources; Dallas (TX); Hybrid; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

GuideStone Financial Resources seeks a Team Lead for its Property & Casualty Sales team. You will coordinate daily activities, manage a sales pipeline, and supervise contributors while performing some direct sales.

The role requires P&C/L&H/E&S licenses or the ability to obtain them within 60 days and proficient use of CRM Dynamics and Applied Epic. You will lead prospecting, client retention, and KPI reporting across assigned territories, with travel up to 25% and a hybrid work arrangement.

Qualifikationen

• 5+ years of experience in commercial P&C insurance sales or a related role.
• Active Property & Casualty (P&C), Life & Health (L&H), and Excess & Surplus Lines (E&S) licenses required; must obtain within 60 days if not licensed.
• Proficiency with MS Office and CRM tools (Microsoft Dynamics) and agency management software (Applied Epic).

Aufgaben

• Coordinate and lead daily team activities, ensuring workload distribution aligns with unit objectives.
• Supervise performance of team members and provide day-to-day direction within established processes.
• Spend time performing sales work directly, including prospecting, discovery, and closing on assigned accounts.
• Execute prospecting strategies to develop pipelines of ministry partner prospects across territories.
• Monitor KPIs and report progress on sales activity, pipeline health, and client engagement.

Kenntnisse

Team leadership

Sales strategy

Interpersonal skills

Prospecting

Relationship management

Ausbildung

Bachelor's degree in business/marketing/finance or related field

Tools

Microsoft Dynamics

Applied Epic

Jobbeschreibung

Experience GuideStone!We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.What We Offer You!We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.The Team Lead, Property & Casualty Sales coordinates and leads the daily activities of a commercial P&C sales team supporting the distribution of GuideStone's proprietary P&C product and other brokered insurance products. This role works within established guidelines, processes, and procedures to supervise individual contributors, assists with management decisions and activities, and may spend a portion of time performing sales work directly. The Team Lead drives team execution against sales targets, ensuring alignment with unit goals and delivering meaningful results that advance enterprise strategy. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm 78:72)What You'll Do:Coordinate and lead daily team activities, ensuring workload distribution and priorities align with unit objectives and monitor producer workloads, pipeline distribution, territory activity, and lead assignment to ensure balanced resource utilization and business growth.Supervise the work of individual contributors, providing day-to-day direction and guidance within established processesAssist management with decisions and activities related to team performance, staffing, and workflowSpend a portion of time performing sales work directly, including prospecting, discovery, and closing on assigned accountsSales Execution & Client EngagementExecute prospecting strategies to develop pipelines of Ministry Partner prospects across assigned territoriesDeliver coverage solutions for clients by applying working knowledge of insurance needs, product offerings, and market trendsSupport Account Management team in maintaining key client relationships and executing retention activitiesPerformance & ReportingMonitor team activity against defined KPIs and communicate progress to the ManagerPrepare regular reports on team sales activity, pipeline health, and client engagementFoster teamwork by communicating well, seeking input, and contributing to shared goalsCompliance & Continuous ImprovementEnsure team sales practices are in compliance with agency guidelines and legal, regulatory, ethical standards and consistent adoption of CRM processes, pipeline stages, sales methodologies, and documentation standards across the sales team.Pursue excellence through continuous professional growth and mastery of the P&C sales disciplineSupervisory Responsibilities and/or RelationshipsResponsible for full scope of supervision including reviewing performance of assigned staff.What You'll Need:5+ years of experience in commercial P&C insurance sales or a related roleBachelor's degree in business, marketing, finance, or related field preferred, or equivalent work experienceWorking knowledge of team function within the organization and how it contributes to broader sales objectivesActive Property & Casualty (P&C), Life & Health (L&H), and Excess & Surplus Lines (E&S) licenses requiredCandidates not currently licensed must be able to obtain all required licenses within 60 days of hireWorking knowledge of the commercial P&C insurance industry, including state and federal regulations and market trendsDemonstrated ability to coordinate a team and prioritize competing demandsStrong interpersonal, communication, and presentation skillsProficiency in MS Office and CRM (Microsoft Dynamics) and agency management software (Applied Epic)Travel is required up to 25% annuallyMust have complete confidentiality regarding GuideStone business mattersReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions#LI-HM1#LI-Hybrid