Position Summary
The District Sales Manager is responsible for driving sales performance, agent productivity, and market growth within an assigned district. This role focuses on executing sales strategies, supporting broker/agent development, and strengthening carrier and client relationships to achieve production goals. The position requires strong field execution, coaching capability, and a disciplined, results-oriented approach to health insurance distribution.
Key Responsibilities
Sales Execution & Performance
- Drive district sales results, including new business production, retention, and cross-sell initiatives.
- Execute established sales strategies and initiatives to meet or exceed district targets.
- Monitor agent performance and implement corrective actions to improve productivity.
Agent/Broker Support & Development
- Recruit, onboard, and support independent agents and brokers within the district.
- Provide ongoing coaching, product training, and sales support to enhance performance.
- Conduct field visits, training sessions, and virtual meetings to increase agent engagement and production.
Territory & Market Management
- Manage day-to-day sales activity across the district to optimize market coverage.
- Identify growth opportunities within the district, including underserved markets and new distribution channels.
- Support marketing initiatives and lead generation efforts in partnership with internal teams.
< Relationship Management
- Build and maintain strong relationships with agents, agencies, carrier partners, and key clients.
- Serve as a point of contact for escalated issues, ensuring timely resolution and customer satisfaction.
Operational Excellence & Compliance
- Maintain accurate sales activity, agent records, and pipeline reporting within CRM systems.
- Ensure all sales activities align with regulatory requirements and company policies.
- Support district-level reporting, forecasting, and performance tracking.
Qualifications
- Bachelor s degree in Business, Marketing, Finance, or related field (preferred)
- 3 67+ years of experience in insurance sales or distribution
- Demonstrated success in agent/broker-facing roles within health insurance
- Active Life & Health insurance license (required or ability to obtain)
- Experience supporting Medicare, ACA, or group health products preferred
Skills & Competencies
- Strong sales execution and field leadership capability
- Ability to coach and influence agents and brokers
- Relationship-focused with strong communication and presentation skills
- Results-oriented with the ability to manage multiple priorities
- Working knowledge of compliance and insurance regulations
- Proficient in CRM systems and sales reporting tools
