Transamerica

Associate Director

Transamerica$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma required; some college or degree in business preferred.
  • Life and Health license required.
  • 3-5 years insurance sales experience necessary.
  • Prior management experience in insurance sales preferred.
  • Excellent oral and written communication skills needed.
  • Strong interpersonal skills to foster team morale and commitment.

Responsibilities

  • Develop and implement quality sales strategies to attract new customers.
  • Conserve existing business and ensure client satisfaction.
  • Manage and support a team of 4-10 field employees.
  • Create financial action plans with Managing Director approval.
  • Monitor performance metrics to achieve sales goals.
  • Conduct joint field work with representatives to boost sales efforts.
  • Engage with policyholders and community organizations for public relations.

Benefits

  • Stability of being part of an established organization.
  • Tailored support from the Transamerica Agency Network service team.
  • Access to competitive insurance products for clients.
  • Opportunities for personal and professional development.
  • Participation in community and civic organizations encouraged.
Full Job Description
The Associate Director is responsible for developing new quality sales, conserving existing business, providing ongoing quality service to policyholders and creating an atmosphere of quality growth, development and job satisfaction to all personnel assigned to his/her Staff. This includes recruiting, selecting, training, retaining and developing sales personnel.

The incumbent reports directly to the Managing Director and is responsible for managing between four and ten field employees assigned to the Staff. The incumbent works closely with Home Office employees to ensure that the daily activities of the Staff are adequately supported.

With Managing Director approval, the incumbent will create, develop and implement action plans, using Company systems that ensure the profitability of the Staff; as well as each individual Representative under the supervision of this position.

The incumbent will manage numbers, goals, objectives and activities for results. He/she will observe the Company's rules and instructions on keeping records and filing reports concerning sales and collections. The incumbent will supervise the assigned Representatives' service activities in order to achieve Company standards.

The incumbent will work with the District Manager to ensure that the Field Office operates within budget. The incumbent will treat Company funds conscientiously and will spend allocated funds only when it is cost justified. The incumbent will search for ways to cut costs in order to make the Field Office more profitable and will follow all Company rules and procedures when disbursing Company funds.

The incumbent must be involved in weekly joint field work with the Representatives who report directly to him/her. This will involve observation and generation of assisted sales. The incumbent will set Staff Objectives; interpret those Objectives in terms of observable, controllable activities which can be monitored on a weekly basis; identify sales, service, or business management weaknesses which can then be addressed directly through leadership and/or training.

The incumbent will ensure that quality service is provided to policyholders in a professional, timely, and courteous manner. The incumbent will professionally represent Monumental Life in the local industry organizations listed above. Active participation in community and civic organizations is also recommended. The incumbent will maintain, and make every effort to enhance, good public relations with policyholders, the community, the industry, and Home Office.

Qualifications
  • High school diploma required. Some college and/or undergraduate degree in a business related field (i.e., management, finance, marketing, business administration, etc.) preferred.
  • Life and Health license required.
  • 3 - 5 years' experience in an insurance sales environment required.
  • Prior management experience in an insurance sales environment preferred.
  • Excellent oral and written communication skills required.
  • Able to work with people in such a manner as to build high morale and group commitments to goals and objectives.


Actions

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Careers

Want to build a business with the stability and benefits of an employee?

Career Agency agents and managers meet client needs by providing products and services that are tailored to different market segments. As a Career Agency employee agent or manager with Transamerica Agency Network, you will have the support that you need for your business. Career Agents always have competitive, quality products to present to clients-not to mention the support of the dedicated and knowledgeable Transamerica Agency Network service team.

"At Transamerica Agency Network, we are committed to the development of our people as innovative leaders in our communities and in our company." - Wade Hampton, Sr. Vice President

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About Transamerica

The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado; Norwood, Massachusetts; Exton, Pennsylvania; Harrison, New York; Johns Creek, Georgia; Plano, Texas; and St. Petersburg, Florida. Additional affiliated offices are located throughout the United States. In 1999, it became a subsidiary of Aegon, a European financial services company headquartered in The Hague, Netherlands. Transamerica funds the Transamerica Institute, a nonprofit foundation which comprises the Transamerica Center for Retirement Studies and the Transamerica Center for Health Studies.
Learn more about Transamerica
Industry
Founded
1904

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