District Leader - Lake County

COUNTRY Financial•Libertyville, IL

3d•Onsite

About The Position

Serves as an advisor and strategic business partner to captive/exclusive COUNTRY agents to help them market, sell, and service COUNTRY products and services. Cultivates rep agency growth by advising individual agents in developing their business plans, including setting sales targets and providing partnership and guidance throughout the agent’s business lifecycle. Serves as liaison between agents, the home office and other field operations.

Requirements

5 years of Insurance and/or Financial Services experience or a combination of related experience, education and training, including management experience.
Property & Casualty, Life/Health licenses – must complete within 30 days of hire.
SIE required Series 6 and 63 licenses – must complete within 6 months of hire.
COUNTRY Financial Advisor Program certification – must complete within 9 months of hire.
Relocation to the assigned sales territory is required once all securities licensing requirements (SIE, Series 6, Series 63) are fulfilled.
Establish temporary residency within your sales territory within 60 days from your start date.
Establish permanent residency within your sales territory within 180 days from your start date.

Responsibilities

Advises agents on best practices for selling the full array of COUNTRY offerings and managing a successful agency, taking ownership in agents’ success.
Acts as a consultant, working with individual agents to develop their annual business plans to achieve/exceed growth targets under the Sales Compensation Program framework; communicates expectations and conducts regular check-ins to review progress and offer support/counsel.
Formally welcomes, mentors and provides leadership to new agents by counseling them on business plans, marketing strategies, and retention campaigns.
Partners with Agency Recruiting in local strategic recruitment efforts to source, plan, grow and retain a high-performing sales force.
Communicates and reinforces centralized COUNTRY product-related training and conferences, as well as other critical information, such as corporate strategy, company performance, new program/system rollouts, priorities and campaigns.
Develops a high-performing culture, focused on establishing a network for agents to make connections and share ideas; establishes personal networks and participates in professional societies.
Coordinates with Marketing to help execute initiatives aimed at maximizing the rep marketing budget.