Life & Financial Services Agent

Summary

The Life & Financial Services Agent works to maximize positive relationships between the District Office, Agency Owners, Agency Employees and the Life & FFS Underwriting departments.  This will come through personal interaction and support by providing training, feedback, coaching, goal setting, sales and analytics focused on protecting more families with our Life Insurance and Financial Services products.  Works in conjunction with the District Manager to achieve agreed upon Life Insurance & Financial Services objectives.  

Core job duties include (but are not limited to):

• Supports District Manager in responsibility for all established District Office annual goals and growth objectives for Life & Financial Services
• Build & maintain a Life & Financial Services culture within the district by providing Agency Owners consistent support
• Build & maintain a working relationship with the assigned underwriters & sales specialists to the district to reduce communication barriers between Agency Owners and Underwriting
• Support Agency Owners by creating a training strategy utilizing underwriters, top Life & Financial Services performing agents, and through agency visits
• Support Agency owners by building marketing plans & executing on all needed areas to meet District Life & Financial Services goals
• Review all Life submissions daily to ensure successful approval for new business 
• Consistent communication with individual Agency Owners regarding submission process
• Identify eligibility concerns or missing information on submissions as noted by underwriting
• Collaborate with District Manager to create training & promotions to achieve district goals
• Provide tools, reports and data to Agency Owners to support increased submissions and new business
• Tracking & communicating weekly updates to entire District regarding Life & Financial Services activity & results
• Performs other duties as assigned

Core Competencies:

• Principled – Ethical, honest and enthusiastic
• Communication – Excellent verbal and written communication skills
• Business Acumen – Solid business and management experience
• Strong People Skills – Ability to build strong, trusting relationships with all personality styles, as well as the ability to inspire and influence
• Business Results – Ability to meet District Office and individual performance metrics and goals
• Drive and Productivity – Ability to achieve great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision
• Time Management – Ability to handle multiple tasks and see them to successful completion
• Innovation - Welcomes innovation and improvement recommendations
• Team Work - Welcomes feedback when offered and works well with others  

Preferred Skills and Abilities:

• Ability to cultivate and build relationships
• Experience in a competitive sales type environment
• Highly organized with strong follow up skills.
• Strong analytical capability
• Ability to quickly analyze & troubleshoot issues and provide recommended solutions
• Conflict resolution skills
• Experience with Microsoft Office Suite, including Excel and PowerPoint, and general Windows OS Navigation

Education Requirements:

• College degree preferred

Job & Experience Requirements:

• 1-3 years within the Life Insurance & Financial Services industry

-  Equivalent collegiate experience will be considered

• 1+ years of sales or customer service experience
• Travel required
• Obtain Life/Accident & Health licensed and Series 6, 63 & 26 prior to hire date

• Bonus potential
• Work is performed on a flexible, self-directed schedule
• Access to training, support and resources

Compensation:

• Base draw
• Commissions
• Quarterly & Annual Bonus potential