Thomas Robison Email & Phone Number

Boston, Massachusetts, United States

The Field Sales Leader's (FSL) objective is to consult with Exclusive Agents (EAs) and Exclusive Financial Specialists (EFSs) to achieve the Company business objectives, which include but are not limited to, profitable growth and increased market share within a specific geographic area. The FSL has responsibility for building and maintaining the EA/EFS relationship with the Company. As the primary point of contact for Company communications and services, FSLs may refer EAs and EFSs to product and process specialists, as requested. Responsibilities:•Utilizes available field sales leader technology to maximize agency diagnostic efforts, analyze results, and improve agency operations, growth, and profitability.•Conducts consultations with EAs and EFSs, as requested, 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.•As requested, helps EAs and EFSs to complete business planning to achieve targeted agency results. •Provides sales tips, marketing, customer service and promotion ideas.•As requested, helps agencies understand and implement processes that may improve agency operations and enhance the economic interest at the time of agency sale or termination.•Prospects for qualified candidates using a variety of sources, including but not limited to, industry organizations, industry contacts, Internet leads, referrals, cold calls and direct mail to attract high caliber agents and financial specialists for the market.

Train Agents. Implement processes. Drives business results. The Agency Process Specialist is responsible for the delivery and implementation of basic new agency office processes relative to technology utilization and other on-boarding/agency development needs for new Exclusive Agent (EA) appointments and outside buyers.The Agency Process Specialist duties include: •Agency development•Educates and develops new agencies•Develops producers over a defined time period in agency to ensure a consistent experience for all new producers•Identifies basic to intermediate development opportunities for new agents•Delivers the necessary education•Builds and maintains best practices for the successful development of new agencies•Leverages opportunities to apply knowledge learned on the job and to share such knowledge/best practices among Field Sales Leaders (FSLs) and regional staff