Provides sales support to agency owners, their staff and sales management with the accountability of reaching sales plan. Plans and coordinates to improve the operational efficiency and effectiveness of the sales force and /or various sales channels. Develops processes and procedures to support the sales process and participates in the development of requirements for sales support systems. Provides line/product/system specific support to sales staff and helps during the sales process. Maintains information of sales activities that support sales performance metrics and sales process improvement.
Identifies strategies and opportunities to help protect more customers with life insurance through various distribution models. Performs joint sales calls with agents, coaches’ agents on best practices, delivers expertise in group settings. Develops strong relationships with agents and field management, as well as professional relationships with attorneys and CPAs to assist agents in addressing client needs.
Job Level Summary
Requires specialized depth and/or breadth of expertise in own job discipline or field.
Leads others to solve complex problems.
Works independently, with guidance in only the most complex situations.
May lead functional teams or projects.
Works with agents, staff and field leadership to hit sales plan in the sales territory.
Identifies and develops sales strategies designed to increase the sales success of the field sales force and enhance the experience of American Family customers. Communicates product sales opportunities and strategies and product or procedure changes/enhancements.
Participates in the design and implementation of Life company programs to increase life sales with distribution partners. Contributes to the execution of Life Company strategies.
Completes analysis of geographic region that identifies trends and potential areas of strength and opportunity. Identifies unarticulated expectations and presents unsolicited proposals to help company leadership and management achieve business goals.
Provides recommendations or solutions when working with distribution partners. Continually monitors the fields’ threshold for acceptance of recommendations and refines approach and expectations as required.
Works with assigned state leadership teams to develop and execute sales state life initiatives.
Provides prospecting, sales skill and product knowledge coaching. Assist agents with reviewing their book of business to identify immediate and potential sales opportunities. Assists agents in identifying sales opportunities. Regularly updates agents on industry trends.
Provides field management and agents with a high level of life insurance technical expertise, knowledge of emerging trends and sales support via in-person presentations, virtual meetings, e-mail, and phone contact.
Provides product information, customer planning solutions and sales assistance. Has thorough knowledge to illustrate and position our products in an innovative way.
Performs joint sales calls with agents to assist in the sale of life insurance.
Works with talent development partners in supporting and enhancing life sales strategies and initiatives as opportunities present themselves.
Specialized Knowledge and Skills Requirements
Demonstrated experience providing customer-driven solutions, support or service
Extensive experience selling or coaching sales professionals in advanced markets.
Extensive knowledge and understanding of life products and industry trends.
Extensive sales experience with life or annuity products or experience with assisting agents in closing sales.
Valid driver's license required plus an acceptable driving record.
CLU, ChFC, or CFP designation must be obtained within a specific timeframe, as defined by the manager.
Must have or obtain proper Life insurance license within three months of hire. License maintenance and continuing education required.
This position requires travel up to 75% of the time.
Additional Job Information:
Offer to selected candidate will be made contingent on the results of applicable background checks.
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
Our policy restricts consideration of applicants needing employment sponsorship (visa) to specialty occupations. Sponsorship will not be considered for this position.
Relocation assistance may be available for this position
When you work at American Family you can expect benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, and a paid-time off program. In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Enterprise benefits.
We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
About American Family Mutual Insurance Company, S.I.
At American Family Insurance, we know how hard our customers and employees work to achieve their dreams. That's why, for over 90 years, we have made it our mission to protect those dreams. It's all part of who we are and who we’ll always be… innovative, caring, agile, trustworthy, transparent and passionate. We are a strong, forward-looking company and a proven leader in our industry. And if you are looking to make a difference, we are looking for you.