Entrepreneurial Agent Development Specialist

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Job Type:
Full time

Exempt/Non Exempt:
Salary

Job Description:
Reports to (job title):
Director Field Distribution

I. Position Description

Primary Duties and Responsibilities (details of the basic job functions):
Collaborate with centralized training and EA support teams to ensure that agents are trained and aware of all operations, systems and marketing processes and requirements. Participate in training assessment and the development and disbursement of product/marketing/service information. Evaluate effectiveness of training programs. Validate awareness and deep understanding of the full array of ACG product offerings. Provide additional training/coaching when necessary. Communicate potential sales incentive programs, compensation outcomes, as well as contractual bonus opportunities.

Monitor agency business activities and prepare reports to summarize data. Conduct site visits, cash flow analysis and needs assessments/diagnostics to track progress, recognize best-in-class point-of-sale behavior, understand current EA segment and identify issues and opportunities for improvements. Research and analyze sales markets. Work with EA to create cultivation plans and means to address issues. Consult with EA making strategic/tactical recommendations as appropriate.

Ensure adherence to corporate policies, practice and state regulations by auditing agent activity. Advise leadership on agent progress and report on non-compliant activity. When necessary, recommend and activate probationary processes or recommendations for termination. Complete accurate written call notes for all calls completed.

Support various product and membership promotional campaigns to ensure meeting sales goals. Initiate, develop, execute and monitor projects. Provide updates to management. Collaborate with peers to guarantee the utilization of uniform, highly efficient processes across the corporate footprint

Supervisory Responsibilities (briefly describe, if applicable, or indicate None):
None

II. Required Qualifications (these are the minimum requirements to qualify)

Education (include minimum education and any licensing/certifications):

- High School Diploma or equivalent
- Possession of a valid State Driver’s license
- Currently hold or able to attain and maintain appropriate State Property & Casualty licenses within timeframe designated by ACG leadership
- May be required to attain appropriate State Life Sales licenses within timeframe designated by ACG leadership

Experience:

- Two years of experience in insurance sales leadership and/or agent development to include coaching, mentoring, challenging and enabling others to successfully meet goals
- Experience to include some or all of the following
- Motivating growth or rehabilitation of existing agency
- Developing plans to increase growth
- Building business relationships within a sales environment
- Demonstrating strong organizational, planning, time management and administrative skills
- Gathering, researching and analyzing data and making recommendations
- Conducting needs assessments and process improvement reviews
- Writing business plans/proposals
- Preparing reports and presentations and recommendations to all levels of management

In-depth Knowledge of:

- Best-in-class techniques used to:

- Influence and persuade others
- Develop and coach others
- Motivate and reward a successful sales team
- Insurance and financial products, services and regulations
- Sales techniques and delivery systems
- Independent contractor distribution channels
- Techniques used to coordinate and control major projects using
- Business drivers, marketing concepts, managing P&L, operational processes (i.e., in-bound/out-bound call strategy) and compensation plan design

Ability to:

- Influence, persuade and motivate non-employee agents
- Identify agent strengths, weaknesses, and model skills needed to facilitate agency rehabilitation in various areas including product knowledge, prospecting, professionalism, closing techniques, etc.
- Create and interpret sales models, results and return on investment reporting
- Demonstrate creativity and innovation in developing business, marketing and sales plans to meet the unique needs of assigned locations
- Demonstrate effective leadership/consulting skills to include motivating and influencing captive and/or non-captive agents and staff
- Possess written communication skills including the preparation of proposals, reports and technical writing
- Willingness and ability to extensively travel
- Willingness to relocate

III. Preferred Qualifications

Education:

- Bachelor degree in Business Management, Marketing or a relevant field

Knowledge of:

- The Auto Club Group/AAA products and services

IV. Work Environment
- Work in a temperature-controlled office environment
- Extensive (up to 70% of work time) travel by automobile with exposure t