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About the role
- Life Sales Manager at Erie Insurance, training and guiding agents in life insurance sales and service. Promoting life insurance and annuity products while managing agent relationships across designated territories.
Responsibilities
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Assists in the selection and training of newly appointed Agents, life producers and customer service representatives.
- 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.
Requirements
- Bachelor's degree in insurance, sales, marketing or related field and five years’ experience in sales, 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 sales, investment and/or annuity products or in life insurance related experience is required; or High School diploma or GED and nine years’ experience in sales, investment and/or annuity products or in life insurance related experience is required;
- A minimum of two years' experience in sales of life insurance.
- The incumbent must live in the state assigned unless a change is approved by the company.
- Frequent overnight travel required.
- Related designations, such as CIC, CFP, ChFC, or CLU, preferred.
Benefits
- Premier health, prescription, dental, and vision benefits for you and your dependents.
- Low contributions to medical and prescription premiums.
- Pension.
- 401(k) with up to 4% contribution match.
- Paid time off.
- Career development.
- Additional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts each year.
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