Manager, Sales Quality The hours for this position are Monday-Friday, 8:00AM-5:00PM, onsite, at our downtown Kansas City, MO location.
Overview The Sales and Marketing department is is responsible for driving growth through strong partnerships, product education, and market engagement across distribution channels.
The purpose of this role is to improve t he quality of Americo's life insurance and annuity sales by strengthening how producers are monitored, incentivized, and trained. This role works with Compliance to keep producer behavior aligned with suitability and regulatory expectations • translating quality insights into practical improvements across the distribution channel. This role also owns sales training strategy and content, and partners with Distribution on persistency and placement.
Key Responsibilities - Quality monitoring and reporting: Build and maintain reporting on sales quality indicators (e.g., persistency, placement, not-taken, and suitability signals) using Americo's data systems to identify trends, emerging risks, and improvement opportunities.
- Quality standards and review protocols: Define practical sales-quality criteria and review protocols so expectations for compliant, customer-centered selling are clear, measurable, and consistently applied.
- Root-cause and corrective action: Investigate recurring or high-impact quality issues to identify underlying causes and recommend durable corrective actions rather than one-off fixes.
- Sales training strategy: Develop and execute the strategy to improve agent and producer training effectiveness across the distribution channel, prioritizing the behaviors that most affect sales quality, persistency, and compliant selling.
- Training content and cadence: Create scripts, content, and a delivery cadence for sales training and refresh materials as products, suitability rules, and market conditions change.
- Persistency and placement action plans: Partner with Distribution to diagnose persistency and placement issues in the book of business and build targeted action plans that address root causes at the IMO and producer level.
- Conservation and special projects: Lead special projects for the Distribution team, including annuity and life conservation efforts that protect in-force business and reduce avoidable surrender and lapse.
- Producer behavior and compliance coordination: Coordinate with Compliance to review agent behavior and outcomes, surface conduct or suitability concerns, and fold findings back into training and coaching.
Experience and Qualifications - 3-5 years of experience in insurance sales, distribution, sales training, or a sales quality or compliance-adjacent function.
- Strong understanding of insurance processes and how sales practices affect underwriting, policy issue, and in-force servicing.
- Demonstrated ability to design and deliver training to agents and producers, in person and virtually.
- Working proficiency with data systems and reporting tools used to manage and present sales quality information.
- Four-year college degree or equivalent experience.
Decision Making Authority - Decides training content, cadence, and delivery methods, and independently prioritizes which quality issues to address.
- Determines persistency and placement action plans with Distribution within established guidelines.
- Escalates conduct, suitability, or regulatory concerns to Compliance and the Chief Distribution Officer.
- Escalates changes affecting product positioning, commission structures, or enterprise policy to leadership.
Americo Values in Practice - Strive for Excellence and Quality: Holds agent training and sales practices to a high standard and continuously raises the bar on what compliant, customer-centered selling looks like.
- Promote Openness and Forthrightness: Surfaces quality and conduct concerns clearly and early, giving Distribution, Compliance, and leadership an honest picture of the book.
- Promote Creativity, Innovation, and Continuous Improvement: Refreshes training approaches and quality methods as products, regulations, and market conditions evolve.
Leveling Signals - Connects training and quality interventions to measurable movement in persistency, placement, and suitability outcomes • not just activity completed.
- Is sought out by Distribution and Compliance as the person who can translate a quality problem into a practical plan.
- Balances the training, quality, and conservation dimensions of the role without letting any one crowd out the others.
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