- Lead corporate distribution systems, general agents, brokers, and other market support personnel
- Plan distribution, product development, marketing services, production, and profitability across assigned state territories
- Solicit new distribution outlets for Companion Life products
- Motivate general agents and brokers through visits and seminars
- Formulate, advise on, and implement policies to improve production profitability and service standards
- Develop marketing and sales themes, promotions, and sales materials
- Monitor loss ratios and persistency and implement corrective actions
- Develop and enhance new and existing group products
- Recommend pricing, product design, filing, direct mail, and compliance requirements
- Manage marketing, sales, renewal, and servicing of Companion Life products from a field office environment
- Travel between buildings and travel up to 60%, including overnight
Requirements
- Bachelor's degree in Business Administration, Finance, Marketing, Marketing Management, or related field, OR four years of job-related work experience, OR a combination of education and work experience totaling four years
- Six years of insurance sales and/or insurance marketing experience
- Excellent oral and written communication skills
- Demonstrated skills related to sales, marketing, and/or underwriting
- Thorough understanding of the agent/broker sales and marketing process
- Ability to work independently, prioritize effectively, and make sound decisions
- Good judgment skills
- Demonstrated proficiency in spelling, punctuation, and grammar
- Basic business math proficiency
- Analytical or critical thinking skills
- Ability to persuade, negotiate, or influence others
- Ability to direct, motivate, and assess performance of others
- Ability to handle confidential or sensitive information with discretion
- Experience in the sales negotiation process
- Proficiency with Microsoft Office Suite
- Department of Insurance licensure must be obtained within 60 days of hire in the state employed
- Up to 60% travel, including overnight
- Preferred: experience working with high-value sales production targets estimated at $3 to $4 million or more
Core Competencies
Demonstrates expertise in insurance sales and marketing, with a strong ability to develop and implement strategies that enhance product profitability and service standards. Proficient in managing relationships with agents and brokers while effectively communicating and negotiating to achieve high-value sales targets.
Highest-signal resume keywords
- Insurance Sales Experience
- Marketing Strategy Development
- Agent/Broker Relationship Management
- Microsoft Office Suite Proficiency
- Department of Insurance Licensure
ATS Optimization Keywords
Hard Skills
- Sales Negotiation
- Product Development
- Market Analysis
- Business Math Proficiency
- Policy Formulation
- Pricing Strategy
- Compliance Requirements
- Analytical Thinking
- Performance Assessment
- Promotional Development
Soft Skills
- Excellent Communication Skills
- Ability to Motivate Others
- Good Judgment Skills
- Independent Work Ability
- Persuasion and Influence
Certifications & Qualifications
- Department of Insurance Licensure
Industry Keywords
- Insurance Marketing
- Distribution Systems
- Sales Production Targets
- Profitability Monitoring
- General Agents
- Brokers
- Field Office Management
- Loss Ratios
- Sales Materials Development
- Confidential Information Handling