Western & Southern Financial Group

Agency Manager

Job Locations US-PA-HERMITAGE
Requisition Post Information* : Posted Date 4 months ago(6/13/2022 9:29 PM)
Requisition ID
2022-17942

Overview

Provide guidance and direction to Staff Managers and associates of the Agency. The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within his/her Agency to ensure the achievement of Agency objectives. The position is responsible for delivering business results and providing functional and technical expertise on Agency sales processes while serving as the chief marketing officer within the market. The position will drive Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales process, brand awareness, networking and recruiting strategies and activities.

Responsibilities

  • Possess knowledge of the W&S Sales Process and the competency to demonstrate the skills, for the purpose of ensuring knowledge and skill transfer to Agency associates.
  • Ensure the "Agency System" is executed effectively within the Agency to produce business results and to meet Agency scorecard objectives, by providing guidance and coaching to associates through midweek updates, weekly debriefs, observation and coaching, joint field activity, skill building/training sessions, and other available resources. Drive sales through greater prospecting and, appointment setting along with cross-sell and up-sell to our target middle market customers and prospects.
  • Train, coach and develop Staff Managers and Financial Representatives by creating and implementing a Business Plan to produce profitable results in sales, by designing and implementing Agency sales programs, and establishing short and long-term sales goals.
  • Act as advisor to Agency associates by delivering strategy and direction for Agency, and then translating that strategy into production goals for Staff Managers and Financial Representatives.
  • Administer recruitment and selection process to acquire organizational talent (while adhering to the desired candidate profile) in an effort to build a highly successful team. Facilitate weekly Recruiting Team meeting.
  • Work with Staff Managers and Financial Representatives to schedule appointments to network and prospect with current and prospective clients, small businesses, community groups, as well as build relationships with local affinity groups.
  • Promote local incentive programs along with Leaders Sates meetings and sales campaigns to motivate and deliver production results at or above scorecard objectives.
  • Model and ensure ethical behavior and monitor adherence to organizational and professional standards at all times. Manage and influence staff vital statistics and ensure all associates meet established performance standards.
  • Provide regular status updates and reports to senior management detailing, sales production results, recruitment activity, agent retention, and new client acquisition.
  • Develop a strong working relationship with Home Office personnel at all levels, including Agency senior management, and other Home Office support departments (Operations, Marketing, HR, TA, etc.).
  • Keep current on trends in the industry, and local markets, through continued industry education and participating in the local NAIFA and GAMA organizations.
  • Provide guidance and instruction to Agency Operations staff regarding day to day operational needs of the Agency, sales associates, and clients.
  • Perform other duties as assigned.

Qualifications

  • Possesses the necessary experience and track record as a sales and marketing professional within the financial services industry with execution experience and solid business acumen. 
  • Experience will have encompassed some combination of selling, coaching, quantifying or providing creative solutions to sales, prospecting and recruiting scenarios. (10+ years of relevant experience preferred).

Educational Requirements

  • Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge of Hardware & Software Required

  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6, Series 63 & Series 26 or equivalent prior to hire.

Position Demands

  • Access to an automobile and ability to maintain a valid driver's license.

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