Estrada International Staffing Solutions
Human resources + 2 more
Description
Agency Development
- Recruit, onboard, and develop Financial Advisors to build a high-performing sales team.
- Coach and mentor advisors to improve productivity, sales performance, and customer engagement.
- Conduct regular training sessions and performance reviews to strengthen team capability.
Business Development & Sales
- Drive the achievement of individual and team sales targets through effective planning and execution.
- Identify new business opportunities and expand the organization's customer base.
- Promote life insurance and financial protection solutions that meet customers' needs.
- Develop strategies to improve market penetration within the assigned territory.
Customer Relationship Management
- Build and maintain strong relationships with clients, corporate organizations, and business partners.
- Ensure excellent customer experience throughout the sales process.
- Support customer retention through regular engagement and after-sales service.
Performance Management & Reporting
- Monitor team performance using established sales and productivity metrics.
- Prepare and submit periodic sales, recruitment, and business performance reports.
- Ensure compliance with company policies, regulatory guidelines, and ethical sales practices.
Requirements
- Bachelor's Degree in Business Administration, Marketing, Insurance, Finance, Economics, or a related discipline.
- Minimum of 4 years' experience in insurance sales, agency management, or business development.
- Previous experience leading or managing a sales team within the insurance or financial services industry is highly preferred.
- Proven ability to recruit, coach, and develop high-performing sales teams.
- Strong understanding of life insurance products and financial advisory services.
- Proficiency in Microsoft Office applications.
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