Sales Director
Sales Director
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Job Description
Sales Director
Copeland Insurance Group
Houston TX
About Copeland Insurance Group
The Copeland Insurance Group was founded in 1962. Over time Copeland has proven to be a leader in providing quality service to agencies and agents and their clients. We are committed to a personal servicedriven sales approach ensuring the future of this tradition by supporting a talented staff of likeminded professionals. Copeland is a proud member of the Integrity Family of Companies.
Job Summary
The Sales Director will work closely with sales leaders to service and develop existing accounts increase sales from contracted agents recruit new agents and maintain relationships with carriers. The position requires phonebased client interaction including visits to key agents to various carrier offices and to present training and sales meetings both virtually and onsite.
Responsible for executing clearly defined marketing and communications strategies that support consistent corporate goals for business growth and mission carrying out regional sales and marketing initiatives based on projections for specific products and time frames and oversee regional goals for recruitment sales volume and profitability.
Primary Responsibilities:
Foster agent relationships expand agent base and increase profitability through the development enhancement and implementation of strategic marketing workflows policies and practices.
Manage team of marketers assigned to their region to ensure continued development of new writing agents and corresponding production.
Emphasize development of marketers skills and abilities working to accelerate both their personal and professional growth.
Work closely with all departments and upper management to create demand and recognition for the company and its products and services.
Directly responsible for achieving monthly growth in production of writing agents and enrollments from key insurance carriers.
Travel to various client and carrier offices attend and present sales meetings trade shows and industry training seminars as needed.
Develop unique value propositions business partnerships and customer relationships.
Maintain productive relations with potential and established agents through frequent onsite visits scheduled conference calls and by providing excellent services.
Constantly search for ways to improve efficiency and effectiveness.
Provide detailed documentation of results from account visits to agent interaction ensure issues are noted and addressed and that management is aware of potential business opportunities.
Maintain thorough knowledge of carrier systems and workflow to ensure ability to address issues provide training and continue to strengthen the existing relationship.
Create and distribute materials (web tutorials carrier documents contracts etc. to agents to ensure company information is available.
Help develop and present messaging and presentation material for agents.
Learn retain and deliver product / industry information to agents.
Develop and administer sales and marketing techniques.
Appropriately track personal productivity and issues.
Accurately input information into CRM systems within required time frames.
Communicate effectively and professionally in person over the phone and in writing with agents carriers and supervisors.
Perform other duties as assigned.
Primary Skills & Requirements:
Bachelors Degree or equivalent professional experience preferred.
Previous insurance industry experience knowledge of industry standards and practices previous sales and/or client relations experience required.
Microsoft Office skills required.
Selfmotivated
Persistency
Critical thinking
Demonstrated ability to plan and organize.
Flexibility to adapt to changing business operations.
Excellent customer service skills.
Excellent interpersonal skills.
Demonstrated oral and written communication skills.
Ability to represent the company in a professional and positive manner.
Ability to multitask and operate in a fastpaced environment.
Ability to work independently and as part of a team.
Ability to maintain confidentiality.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Director
Employment Type
Full-Time
