Life Sales Manager

Position Summary

Trains and guides Agents in a designated branch territory as well as additional assigned branch offices in the promotion and sale of life insurance and annuity products, providing assistance in the areas of production, product knowledge and application, underwriting, and agency management. Also assists Agents in examining and evaluating their current books of business for potential prospects and serves as company representative in maintaining favorable agency and Policyholder relationships. Scope: Life Sales Manager role is assigned to one branch. Sr Life Sales Manager is assigned to multiple branches.

This position will work remote in West Virginia or Kentucky and a company car will be provided.

Candidates with exceptional written and verbal communication skills are preferred.

Duties and Responsibilities

Assists branch managers and district sales managers in establishing short- and long-range objectives related to life insurance and annuity sales, with emphasis on production, underwriting and Agent training.

Provides training and direction to ERIE Agents regarding the promotion and sale of life insurance and annuity products. Interacts with Agents as necessary, educating them regarding approved marketing and sales tools and techniques.

Assists in the selection and training of newly appointed Agents, life producers and customer service representatives.

Educates Agents regarding the products available through Erie Family Life, including policy features and benefits. Assists Agents in reviewing their current books of business in order to identify cross‑selling opportunities for life insurance and annuity sales. Collaborates with Agents to identify prospecting opportunities.

Accompanies Agents on sales calls and assists with servicing existing customers and writing new business.

Develops marketing and prospecting programs to assist Agents in the sale of life insurance and annuity products.

Collaborates with Home Office and Branch Office marketing personnel regarding the design and promotion of incentive campaigns related to the sales of life insurance and annuity products.

Serves as a liaison between the Home Office and the field. Clarifies and resolves issues, implements new programs and communicates program changes as necessary.

Represents the company in community relations activities as directed.

Handles Agency relationships and business, as a licensed life insurance Agent, according to company policy.

Advises appropriate Home Office personnel of competitive intelligence issues related to Agents and agency management.

Competencies

Ability To Learn And Follow Procedures

Ability to Manage Complexity

Decision Making

Developing And Maintaining Relationships

Interpersonal Communication

Job-Specific Knowledge

Planning And Organizing

Presentation Skills

Problem Analysis

Service Orientation

Time Management

Qualifications

Bachelor’s degree in insurance, sales, marketing or related field required. 

Five years experience in sales of life insurance, investment and/or annuity products or in life insurance related experience is required.

Related designations, such as CIC, CFP, ChFC, or CLU, preferred. The incumbent must live in the state assigned unless a change is approved by the company. Frequent overnight travel required.

Physical Requirements

Lifting 0-20 lbs; Occasional (<20%)

Lifting 20-50 lbs; Occasional (<20%)

Lifting Over 50 lbs; Occasional (<20%)

Driving; Frequent (50-80%)

Pushing/Pulling; Occasional (<20%)

Manual Keying/Data Entry; Often (20-50%)

Climbing; Rarely