Life Insurance Agency Development Manager (Life Sales Manager)
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AI Summary
|
Division or Field Office: |
Life Division |
| Department of Position: | Field Life Sales Mgmt Dept |
|
Work from: |
Home within assigned territory (Bethlehem - Harrisburg PA) |
| Salary Range: |
$75,296.00 - $141,678.00 * salary range is for this level and may vary based on actual level of role hired for |
*This range represents a national range and the actual salary will depend on several factors including the scope and complexity of the role and the skills, education, training, credentials, location (State) based on ERIE's geographical differences, and experience of an applicant, as well as level of role for which the successful candidate is hired. Position may be eligible for an annual bonus payment.
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 6,000 employees and over 13,000 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.
Benefits That Go Beyond The Basics
We strive to be Above all in Service® to our customers—and to our employees. That’s why Erie Insurance offers you an exceptional benefits package, including:
- Premier health, prescription, dental, and vision benefits for you and your dependents. Coverage begins your first day of work.
- Low contributions to medical and prescription premiums. We currently pay up to 97% of employees’ monthly premium costs.
- Pension. We are one of only 13 Fortune 500 companies to offer a traditional pension plan. Full-time employees are vested after five years of service.
- 401(k) with up to 4% contribution match. The 401(k) is offered in addition to the pension.
- Paid time off. Paid vacation, personal days, sick days, bereavement days and parental leave.
- Career development. Including a tuition reimbursement program for higher education and industry designations.
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.
Position Summary
Life Sales Manager
ERIE Family Life is seeking a Life Sales Manager to drive life insurance and annuity growth across Central and Eastern Pennsylvania. In this highly visible field leadership role, you'll partner with independent ERIE Agents to expand life insurance production, identify cross-sell opportunities, develop agency growth strategies, and provide consultative sales coaching that helps agencies strengthen customer relationships and grow their business.
Success in This Role
Within the first year, successful Life Sales Managers will:
- Build trusted relationships with agency partners throughout the territory
- Increase life insurance and annuity production
- Identify and execute agency growth opportunities
- Conduct joint sales calls and field coaching sessions
- Help agents develop sustainable life insurance sales strategies
- Partner with branch leadership to drive territory performance and business growth
Territory
This territory-based position supports agencies throughout Central and Eastern Pennsylvania, including Harrisburg, Lancaster, Reading, Allentown, Bethlehem, Easton, and surrounding communities.
Candidates should reside within or near the Harrisburg or Lehigh Valley markets and be willing to travel throughout the assigned territory.
A company vehicle is provided.
Additional Opportunity
The hiring manager will also consider candidates for the Senior Life Sales Manager (F13) level. The level offered will be based on the selected candidate's experience, qualifications, and demonstrated success in life insurance sales leadership, agency development, and territory management.
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.
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.
- 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.
The first 6 duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.
This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.
Capabilities
- Values Diversity
- Self-Development
- Nimble Learning
- Collaborates
- Customer Focus
- Cultivates Innovation
- Instills Trust
- Optimizes Work Processes (IC)
- Ensures Accountability
- Decision Quality
Qualifications
Minimum Educational 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; or
Additional Experience
- 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.
Designations and/or Licenses
- Related designations, such as CIC, CFP, ChFC, or CLU, preferred.
Physical Requirements
- Lifting/Moving 0-20 lbs; Occasional (<20%)
- Lifting/Moving 20-50 lbs; Occasional (<20%)
- Ability to move over 50 lbs using lifting aide equipment; Occasional (<20%)
- Driving; Frequent (50-80%)
- Pushing/Pulling/moving objects, equipment with wheels; Occasional (<20%)
- Manual Keying/Data Entry/inputting information/computer use; Often (20-50%)
- Climbing/accessing heights; Rarely
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