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Manager, Life Insurance Sales

AAA Northeast

This is a Contract position in Menlo Park, CA posted November 17, 2022.

Overview: The Life Insurance Sales Manager leads the Life & Annuity Sales Team, partners with senior management, Insurance Marketing, and AAA Life to develop and implement the business strategy focused on Agency growth and profitability.

Additionally, the Manager builds relationships with Insurance and Branch Management team, carrier partners and industry associations.

Responsibilities: Provide leadership to staff, ensuring accurate staffing and training levels of all team membersDevelop multi-year plans/budgets and handles the integration of all aspects of the function across all required business lines and geographies supportedAssist multi-line agents in soliciting and closing simple term and whole life opportunities while driving referrals of more complex cases to a Life SpecialistsCollaborate with the leadership team in the planning, development and implementation of consumer sales and marketing strategies, promotional campaigns and team incentivesMaintain partnerships with life insurance company representatives and underwritersMaintain accurate records and facilitates reporting via the agency management system, including the leadership of the Life & Annuity Specialists accurately complete customer files in Applied EpicDevelop referral and networking sources that provide business opportunities in the personal, family, and small business life insurance and retirement planning markets as well as value added referrals to other AAA team membersBuild and maintain an understanding of concepts and products available to meet client needs and capitalize on available opportunities.

Support club success by recommending AAA membership, travel, and other financial service products to existing and prospective clients Qualifications: Bachelor’s degree with concentration in Business Administration, Management or 6-8 years of equivalent work experience Active Life & Health Insurance License7 years Insurance Sales experience, management of sales call center environment a plus5 years’ experience in the management of a sales force with a proven track record in recruiting, staffing, and leadership to a defined sales objective and developing sales skillsFamiliarity with Agency Management Systems and proficient with Microsoft Office