Sales and Marketing Associate

JOB DRESCRIPTION:

Role:

An Agency Partner is responsible for recruiting life insurance advisors, training them, motivating them, and helping them achieve their business portfolio.

Key Responsibilities:

- Recruit new insurance advisors.

- Train and develop advisors.

- Guide advisors in customer meetings.

- Achieve monthly and annual business criteria.

- Ensure excellent customer service and policy persistency.

- Maintain compliance with company guidelines.

Skills Required:

- Leadership and communication skills.

- Sales and marketing ability.

- Team management.

- Customer relationship management.

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SAP (Senior Agency Partner)

Role:

A Senior Agency Partner leads a larger advisor team, develops business strategies, and supports Agency Partners in achieving organizational goals.

Key Responsibilities:

- Manage and mentor Agency Partners and advisors.

- Recruit quality advisors.

- Increase team productivity and business volume.

- Conduct training sessions and business reviews.

- Maintain customer satisfaction and regulatory compliance.

Skills Required:

- Strong leadership and coaching skills.

- Sales planning and execution.

- Team-building and performance management.

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CAP (Chief Agency Partner)

Role:

A Chief Agency Partner is responsible for building and leading a high-performing agency business, driving sales growth, and developing future leaders within the organization.

Key Responsibilities:

- Build and manage a large agency network.

- Recruit, train, and develop Agency Partners and advisors.

- Drive business growth and achieve revenue targets.

- Monitor team performance and implement business strategies.

- Ensure compliance and deliver excellent customer service.

Skills Required:

- Excellent leadership and people management.

- Strategic business planning.

- Sales and marketing expertise.

- Strong communication and problem-solving skills.

Career Growth:

AP → SAP → CAP → Higher partnership Roles (as per company policy and performance).