Regional Sales Manager, Madison

Regional Sales Manager

36 Days Old

Company Overview:

BetterLife is not just your average life insurance agency, we're a member-owned not-for-profit dedicated to helping our members protect their families' financial futures, build better lives, and better their communities. Our home office is in Madison, Wisconsin and we are authorized to do business in 20 states. We are also dedicated to supporting our employees in a culture that enables both the personal and professional elements of their lives, including half-day Fridays along with hybrid and remote opportunities. If this sounds like you, we encourage you to apply regardless of if you meet all the qualifications listed below.

Summary:

The Regional Sales Manager is a key driver of revenue in their region, including accountability for achieving and exceeding regions sale's targets and success metrics, providing guidance, and supporting Agency Coordinators and Independent Agents; while developing new producers and retaining existing producers to grow region's market share and for providing sales and service support to current policyholders.

The Regional Sales Manager is responsible for sourcing, identifying, and affiliating new Independent Agents, as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators.

Essential Job Duties & Responsibilities

20% Sourcing & Development

Establish local networks and source prospective Independent Agent candidates and independent agencies to sell BetterLife products

Conduct informational seminars for prospective Independent Agents as needed

Represent BetterLife at local job fairs or other hiring events

Affiliate Independent Agent candidates

Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator.

50% Field Training and Development

Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and / or guidance as needed to support them in the sale of BetterLife products

Develop expertise in all aspects of the Sales Process and remain available for consultation and / or guidance to Independent Agents and Agency Coordinator as requested

Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development

Collaborate with Carrier Compliance Department to provide required compliance training

Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed

15% Meetings

Lead voluntary meetings and webinars

Facilitate and attend training and development meetings developed and led by RSM and carrier for support

Attend other Sales meetings, as required

10% Administration Support

Assist Agency Coordinators and Independent Agents in adhering to administrative process

Be the primary contact point for administrative and implementation support queries

Support Agency Coordinators and Independent Agents with sales tools and their implementation

5% Other

Work with team to reach production expectations and guidelines set by Senior Leadership

Meet growth goals in APV and Affiliation

Effectively demonstrate the BetterLife Sales Process

Follow Company policies procedures and expectations

Set an example for others to follow

Establish local presence for BetterLife

Education & Experience

High School Degree or equivalent required, college degree preferred

3+ years of stable work history with a successful sales track record. Life insurance sales experience required.

1+ years of Sales team management. Experience in leading independent contractor workforce preferred

Demonstrated ability to build an agency sales team through proven sourcing and recruitment strategies

Obtain a valid Life, Accident and Health license prior to employment date

Ability to use Microsoft Office and tablet at intermediate level

An active professional network is required.

Knowledge, Skills & Abilities

Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues, and situation

Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth

Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.

Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course

Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results

Values Orientation: Upholds and models BetterLife values and always does the right thing for the company, colleagues, and members. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company.

Work Environment & Physical Requirements

This is a remote position that requires regular travel in the field.

This position is performed in an office environment (could be done remotely) and requires prolonged periods of sitting at a desk and working on a computer. Individuals must be able to lift 15 pounds at a time.

Accommodations

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

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Location:: Madison

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