Field Sales Leader
Current• Lead process to collaboratively develop business plan with agencies that will enable achievement of agency and company goals.• Perform detailed assessment of each agency to develop deep level of knowledge including personnel, capabilities, training needs, procedures and processes, automation, prospecting methods, business priorities, etc. • Conducts consultative business plan discussions with assigned agencies, designed to help them identify issues and opportunities, and recommends possible actions that may be taken to correct problems and improve agency operations and sales production.• Collaboratively develops business plan with each agency that identifies annual financial objectives, critical initiatives (marketing, training, agency procedures, etc.) that will lead to achievement of these objectives, the impact of these initiatives, and the agency revenue/profit implications. • Regularly interact with agency to ensure effective and timely implementation of all business plan initiatives and adjust business plan as needed to adapt to changing market conditions to achieve the growth targets.• Helps agencies to align sales processes with business insurance objectives.
