Agency Manager

Western & Southern Financial Group•Overland Park, KS

About The Position

The Agency Manager provides guidance and direction to Staff Managers and associates and ensures the Agency System is executed effectively to achieve Agency objectives. The role delivers business results and provides functional and technical expertise on Agency sales processes while serving as the chief marketing officer within the market. The Agency Manager drives Financial Representative retention, sales growth, client retention, and effective training and implementation of the W&S Sales process, brand awareness, networking, and recruiting strategies and activities. The position also advises Agency associates on strategy and direction, translating these into production goals. It develops and implements business plans and sales programs, sets sales goals, and supports Agency operations. The Agency Manager works with Home Office personnel and keeps current on industry and local-market trends.

Requirements

Relevant experience and a track record as a sales and marketing professional within the financial services industry, including execution experience and solid business acumen.
Experience encompassing some combination of selling, coaching, quantifying, or providing creative solutions to sales, prospecting, and recruiting scenarios.
Minimum high school diploma or equivalent.
Working knowledge of word processing and spreadsheet applications.
Working knowledge of the internet and email.
Obtain and hold a State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6, Series 63, and Series 26, or equivalent, prior to hire.
Access to an automobile and ability to maintain a valid driver's license.

Nice To Haves

10 or more years of relevant experience preferred.
College degree preferred.

Responsibilities

Demonstrate knowledge and competency in the W&S Sales Process to transfer skills and knowledge to Agency associates.
Ensure the Agency System is effectively executed to produce business results and meet Agency scorecard objectives through guidance, coaching, updates, debriefs, observation, joint field activity, and training.
Drive sales through prospecting, appointment setting, cross-selling, and upselling to target middle-market customers and prospects.
Train, coach, and develop Staff Managers and Financial Representatives by creating and implementing business plans, designing sales programs, and establishing short- and long-term sales goals.
Advise Agency associates on strategy and direction, translating strategy into production goals for Staff Managers and Financial Representatives.
Administer recruitment and selection to acquire talent in line with the desired candidate profile.
Facilitate weekly Recruiting Team meetings.
Work with Staff Managers and Financial Representatives to schedule networking and prospecting appointments with clients, small businesses, community groups, and local affinity groups.
Promote local incentive programs, Leaders Sales meetings, and sales campaigns to motivate production at or above scorecard objectives.
Model ethical behavior and monitor adherence to organizational and professional standards.
Manage and influence staff vital statistics and ensure associates meet established performance standards.
Provide senior management with regular reports on sales production, recruitment, agent retention, and new client acquisition.
Develop working relationships with Home Office personnel, Agency senior management, and support departments including Operations, Marketing, HR, and TA.
Keep current on industry and local-market trends through continued industry education and participation in local NAIFA and GAMA organizations.
Guide and instruct Agency Operations staff on day-to-day operational needs of the Agency, sales associates, and clients.
Perform other duties as assigned.