Unit Manager

Job Description: Agency Manager

• Department: Agency Channel / Sales
• Reports to: Branch Manager / Agency Head
• Location: [Insert City/Office Location]
• Employment Type: Full-Time

About the Role

We are seeking a results-driven and dynamic Agency Manager to lead, mentor, and expand a team of sales advisors or agents. In this role, you will act as the bridge between corporate sales goals and field execution, recruiting high-potential advisors, driving sales activity, ensuring policy/sales persistency, and scaling overall team productivity.

Key Responsibilities (KRAs)

• Advisor Recruitment & Licensing: Source, recruit, and onboard high-quality prospective insurance/sales advisors and guide them through proper licensing and certification processes.
• Sales Target Achievement: Own and drive the team’s monthly, quarterly, and annual sales/premium targets.
• Training & Coaching: Provide on-the-job training, joint field calls, and skill-enhancement sessions to help advisors close deals and master sales processes.
• Performance Monitoring: Conduct regular team huddles, review sales pipelines, and track individual and team metrics (activity rate, conversion, and persistency).
• Relationship & Stakeholder Management: Build strong working relationships with team members, clients, and internal branch/support teams to resolve escalations and ensure compliance.
• Business Retention (Persistency): Maintain high policy/client persistency and quality of business to guarantee long-term profitability.

Required Qualifications & Experience

• Education: Bachelor’s degree
• Experience: 1 years of experience
• Skills & Competencies:
• Strong leadership, team-building, and motivational skills.
• Excellent communication, networking, and interpersonal abilities.
• Results-oriented mindset with a proven track record of meeting or exceeding sales quotas.
• Basic analytical skills to read sales reports and plug performance gaps