Team Lead, Property & Casualty Sales

GS001 GuideStone Financial Resources of the Southern Baptist Convention; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work schedules

Community outreach

Generous benefits package

Tuition reimbursement

Job summary

GuideStone Financial Resources is seeking a seasoned sales leader in the commercial P&C insurance space to oversee daily team activities, drive pipeline growth, and ensure alignment with business objectives. The role blends management responsibilities with direct selling to expand ministry partner coverage.

The position requires licenses, a relevant degree, strong communication and presentation skills, and willingness to travel up to 25% in a hybrid work environment.

Qualifications

• 5+ years of experience in commercial P&C insurance sales.
• Bachelor's degree in business, marketing, finance, or related field.
• Active P&C, L&H, and E&S licenses required or ability to obtain within 60 days of hire.
• Strong interpersonal, communication, and presentation skills.
• Willingness to travel up to 25%.

Responsibilities

• Coordinate and lead daily team activities and workload prioritization.
• Supervise contributors and provide day-to-day direction within established processes.
• Assist management with decisions related to team performance, staffing and workflow.
• Spend time performing sales work, including prospecting, discovery, and closing.
• Develop pipelines of Ministry Partner prospects across assigned territories.
• Deliver coverage solutions for clients and support account management activities.
• Monitor KPIs and report progress to the Manager.

Skills

5+ years commercial P&C insurance

Interpersonal skills

Presentation skills

Education

Bachelor's degree in business/marketing/finance

Tools

MS Office

CRM (Microsoft Dynamics)

Applied Epic

Job description

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.

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 processes
• Assist management with decisions and activities related to team performance, staffing, and workflow
• Spend a portion of time performing sales work directly, including prospecting, discovery, and closing on assigned accounts

Sales Execution & Client Engagement

Execute prospecting strategies to develop pipelines of Ministry Partner prospects across assigned territories

Deliver coverage solutions for clients by applying working knowledge of insurance needs, product offerings, and market trends

Support Account Management team in maintaining key client relationships and executing retention activities

Performance & Reporting

• Monitor team activity against defined KPIs and communicate progress to the Manager
• Prepare regular reports on team sales activity, pipeline health, and client engagement
• Foster teamwork by communicating well, seeking input, and contributing to shared goals

Compliance & Continuous Improvement

Ensure 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 discipline

Supervisory Responsibilities and/or Relationships

Responsible 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 role
• Bachelor's degree in business, marketing, finance, or related field preferred, or equivalent work experience
• Working knowledge of team function within the organization and how it contributes to broader sales objectives
• Active Property & Casualty (P&C), Life & Health (L&H), and Excess & Surplus Lines (E&S) licenses required
• Candidates not currently licensed must be able to obtain all required licenses within 60 days of hire
• Working knowledge of the commercial P&C insurance industry, including state and federal regulations and market trends
• Demonstrated ability to coordinate a team and prioritize competing demands
• Strong interpersonal, communication, and presentation skills
• Proficiency in MS Office and CRM (Microsoft Dynamics) and agency management software (Applied Epic)
• Travel is required up to 25% annually
• Must have complete confidentiality regarding GuideStone business matters
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

#LI-HM1 #LI-Hybrid

Headquarters

Headquartered in Dallas, Texas, GuideStone is one of the historic boards of the Southern Baptist Convention (SBC). Since our beginning more than a century ago, we have answered the call to support and serve ministers and their families. Our vision is to help every servant of Christ finish well. Today, that same commitment continues and has expanded as we offer a full suite of retirement, insurance and investment solutions. We also stay true to the heart of our ministry through Mission:Dignity - which provides retirement-aged SBC ministers, workers and their widows with financial assistance and dignity. Across every season, we help ministries and faith-aligned individuals steward their resources well so they can more freely answer their calling. GuideStone affirms the beliefs and statement of faith adopted by the SBC. These beliefs shape GuideStone's mission and help serve as the foundation for its employment policies and procedures.

What We Offer

• Flexible work schedules
• Community outreach
• Generous benefits package
• Tuition reimbursement

Learn more about what we offer at https://www.guidestone.org/About-Us/Careers/Benefits