Job Description

Life Director

Job Summary

Seeking a dynamic and experienced Life Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and life insurance sales.

Compensation Package

• Salary: $125,000+ annually (DOE)
• Relocation Assistance: Available
• Benefits: Comprehensive medical, dental, and vision coverage (fully covered by the company)
• 401(k) Plan

Responsibilities

• Oversee and manage the agency's entire book of life insurance accounts, focusing on policies with premiums under $10,000.
• Travel to various locations to train producers on life insurance sales strategies and best practices.
• Develop and implement a roadmap for understanding and executing life insurance sales goals.
• Foster strong relationships with clients by prioritizing phone communication over email correspondence.
• Collaborate closely with the Chief Experience Officer and executive team to align departmental goals with the agency's overall objectives.
• Participate in a two-week onboarding process and engage in weekly check-ins to ensure alignment and progress.

Qualifications/Requirements

• Licenses/Certifications: Active Life and Health (L&H) license is required.
• Experience: Minimum of 5 years in life insurance sales or a related field.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills:
  • Self-motivated and results-driven
  • Strong interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Strategic thinker with a proactive approach
  • Commitment to delivering exceptional customer experiences

Additional Information

• Travel: No regular travel is required beyond training producers at various locations.
• Start Date: Immediate availability preferred, with a focus on preparing for Q4 initiatives.
• Interview Process:
  • First interview with the Chief Experience Officer (1 hour) to discuss background and present a strategic plan.
  • Final interview with the executive team.
  • Background check required (financial issues will disqualify candidates).

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