Associate Director

Transamerica Life Insurance Company•El Paso, TX

About The Position

The Associate Director is responsible for developing new quality sales, conserving existing business, providing ongoing quality service to policyholders and creating an atmosphere of quality growth, development and job satisfaction to all personnel assigned to his/her Staff. This includes recruiting, selecting, training, retaining and developing sales personnel. The incumbent reports directly to the Managing Director and is responsible for managing between four and ten field employees assigned to the Staff. The incumbent works closely with Home Office employees to ensure that the daily activities of the Staff are adequately supported. With Managing Director approval, the incumbent will create, develop and implement action plans, using Company systems that ensure the profitability of the Staff; as well as each individual Representative under the supervision of this position. The incumbent will manage numbers, goals, objectives and activities for results. He/she will observe the Company’s rules and instructions on keeping records and filing reports concerning sales and collections. The incumbent will supervise the assigned Representatives’ service activities in order to achieve Company standards. The incumbent will work with the District Manager to ensure that the Field Office operates within budget. The incumbent will treat Company funds conscientiously and will spend allocated funds only when it is cost justified. The incumbent will search for ways to cut costs in order to make the Field Office more profitable and will follow all Company rules and procedures when disbursing Company funds. The incumbent must be involved in weekly joint field work with the Representatives who report directly to him/her. This will involve observation and generation of assisted sales. The incumbent will set Staff Objectives; interpret those Objectives in terms of observable, controllable activities which can be monitored on a weekly basis; identify sales, service, or business management weaknesses which can then be addressed directly through leadership and/or training. The incumbent will ensure that quality service is provided to policyholders in a professional, timely, and courteous manner. The incumbent will professionally represent Monumental Life in the local industry organizations listed above. Active participation in community and civic organizations is also recommended. The incumbent will maintain, and make every effort to enhance, good public relations with policyholders, the community, the industry, and Home Office.

Requirements

High school diploma required
Life and Health license required
3 – 5 years’ experience in an insurance sales environment required
Excellent oral and written communication skills required
Able to work with people in such a manner as to build high morale and group commitments to goals and objectives

Nice To Haves

Some college and/or undergraduate degree in a business related field (i.e., management, finance, marketing, business administration, etc.) preferred
Prior management experience in an insurance sales environment preferred
Active participation in community and civic organizations is also recommended

Responsibilities

Developing new quality sales
Conserving existing business
Providing ongoing quality service to policyholders
Creating an atmosphere of quality growth, development and job satisfaction to all personnel assigned to his/her Staff
Recruiting, selecting, training, retaining and developing sales personnel
Managing between four and ten field employees
Working closely with Home Office employees to ensure that the daily activities of the Staff are adequately supported
Creating, developing and implementing action plans to ensure the profitability of the Staff and each individual Representative
Managing numbers, goals, objectives and activities for results
Observing Company rules and instructions on keeping records and filing reports concerning sales and collections
Supervising the assigned Representatives’ service activities to achieve Company standards
Working with the District Manager to ensure that the Field Office operates within budget
Treating Company funds conscientiously and spending allocated funds only when it is cost justified
Searching for ways to cut costs to make the Field Office more profitable
Following all Company rules and procedures when disbursing Company funds
Involving in weekly joint field work with Representatives for observation and generation of assisted sales
Setting Staff Objectives and interpreting them in terms of observable, controllable activities
Identifying sales, service, or business management weaknesses to be addressed through leadership and/or training
Ensuring quality service is provided to policyholders in a professional, timely, and courteous manner
Professionally representing Monumental Life in local industry organizations
Maintaining and enhancing good public relations with policyholders, the community, the industry, and Home Office