Life Sales Manager
Date: Mar 17, 2019
Location: Erie, PA, US, 16530
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Division or Field Office: |
Life Division |
| Department of Position: | Field Life Sales Mgmt Dept |
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Work from: |
Home in PA, WV, KY, IL or WI |
At Erie Insurance, you’re not just part of a Fortune 500 company; you’re also a valued member of a diverse and inclusive team that includes more than 5,000 employees and over 2,200 independent agencies. Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia. To attract and retain the best talent, we reward our team members with competitive salaries and a very generous benefits package.
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 is being reposted due to updated qualifications
This position will work remote in Pennsylvania, West Virginia, Kentucky, Illinois, or Wisconsin and a company car will be provided.
Candidates with exceptional written and verbal communication skills are preferred.
Candidates may be considered for a Sr. LSM based on qualifications.
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 crossâselling 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 and five years’ experience in sales of life insurance, investment and/or annuity products or in life insurance related experience is required; or Associate’s degree in insurance, sales, marketing or related field and seven years’ experience in insurance, sales, or marketing with a minimum of five years’ experience in sales of life insurance, investment and/or annuity products or in life insurance related experience is required; or High school diploma or GED and nine years’ experience in insurance, sales, or marketing experience with a minimum of 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
Nearest Major Market: Erie
Job Segment:
Sales Management, Underwriter, Insurance Agent, Insurance Sales, Sales, Insurance
