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Territory Manager

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Combined Insurance Careers
Territory Manager

Why take any job, when you can opt for a career with Combined Insurance? As a leading provider of supplemental insurance, Combined Insurance can help offer consumers peace of mind when they need it most. We are currently looking for highly motivated team players to join our management team as a Territory Manager.

The Territory Manager (TM) is responsible for leading, developing, building and managing a team of 5 or more Agents, generating sales to new customers, sales and service to current Combined Insurance policyholders, recruiting of new agents and delivering annual new sales objectives.


RESPONSIBILITIES

Developing New Agents

  • Field train a minimum of 4-5 days each week for the first two weeks with all new Agents.
  • Field train a minimum of 3 days each week for the next 5 weeks with all new Agents.
  • Develop in each Agent expertise with all aspects of the sales process


New and Established Agents

  • Receive monthly internal leads from Marketing Director (MD) and distribute to Agents (bi-weekly)
  • Receive externally generated leads, distribute to Agents immediately and report disposition daily
  • Support Agents in assignment planning/appointment setting as needed
  • Field train Agents by accompanying them during sales visits as needed, typically at least one-day every 2 weeks per Agent
  • Collect post-sales documentation and process according to documentation type including disposition of internal lead cards weekly

Meetings

  • Conduct daily meetings with the team each morning for the purpose of training and development
  • Attend monthly full day market team meetings and deliver training as required
  • Attend bi-weekly full day meeting with MD and other TMs
  • Conduct and attend training and development meetings

Core sales process and personal production

  • Meet production standards and guidelines set by management
  • Be able to effectively demonstrate the company's sales process
  • Engage in personal production during Incentive Weeks only (Incentive Week to typically take place twice a quarter)
  • Execute core sales process as outlined during that week
  • Contact externally generated leads and report dispositions in requested timeframe
  • Plan assignments
  • Conduct sales presentations consistent with new customer approach
  • Complete all post sales administration and data collection documents
  • Service customer service calls or refer to appropriate channel

Recruiting/Field Demos

  • Field recruit prospective new Agent candidates while training and selling
  • Establish local networks and sources within territory to find qualified new agent candidates
  • Conduct informational recruiting seminars to prospective new Agents as needed
  • Represent the Company at local job fairs or other hiring events
  • Assist MD’s with interview process of new agent candidates as needed
  • Take all prospective territory Agents that have passed MD interview on field demos
  • Make final hiring decisions together with MD

Other

  • Establish local presence for Company
  • Follow company policies and standards

COMPETENCIES

  • Capacity to manage and lead a sales team
  • Strong communication and organizational skills
  • Good coaching and mentorship skills
  • Ability to conduct small group training meetings
  • Maintain high ethical standards
  • Excellent sales and negotiation skills

SPECIFIC SKILLS OR KNOWLEDGE

    • Successful and stable work history
    • Demonstrated leadership skills
    • Minimum of 1 year Insurance Sales experience OR
    • Minimum of 1 year Outside Sales experience OR
    • Minimum of 1 year Insurance Sales Management experience OR
    • Minimum of 1 year Outside Sales Management experience
    • High School Diploma preferred
    • College Degree preferred
    • Basic PC skills required
    • Obtaining your Life, Accident and Health license is required prior to employment date

REPORTS TO: Marketing Director

Equal Opportunity Employer

About Combined Insurance

Combined Insurance ( http://www.combinedinsurance.com/ ) is a leading provider of supplemental accident, health and life insurance products and is a member of The ACE Group of Companies. With a field sales force and corporate staff in several countries, Combined Insurance meets the growing insurance needs of policy holders around the globe.

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About ACE

The ACE Group of Companies is a global leader in insurance and reinsurance, serving a diverse group of clients. The ACE Group of Companies conducts its business on a worldwide basis with operating subsidiaries in more than 50 countries. For more information, visit http://www.acelimited.com/.

About Combined Insurance
Combined Insurance is a leading provider of supplemental accident, health and life insurance products and is a member of The ACE Group of Companies. With a field sales force and corporate staff in several countries, Combined Insurance meets the growing insurance needs of policy holders around the globe.
Position Information
  • Location:
    Santa Ana, CA
  • Job Status/Type:
    Full Time
    Employee
  • Job Category:
    Sales/Retail/Business Development
  • Occupation:
    Field Sales;Insurance Agent/Broker;General/Other: Sales/Business Development
  • Career Level:
    Experienced (Non-Manager)
  • Industries:
    Insurance
    Financial Services
  • Education Level:
    High School or equivalent
  • Reference Code:
    Santa Ana CA
Contact Information

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