Regional Broker Manager - Dallas, TX
On-siteIrving, Texas, United States
Job Summary
Increase profitable sales and acquire new clients through insurance brokers in public sector and commercial markets by partnering with local leadership and Colonial Life's career agency distribution channel. Personally engage with targeted brokers to drive new client sales opportunities, document engagement details in the company CRM weekly, and manage the broker pipeline. Act as a strategic business partner to field agents in presentations, create and execute business plans aligned to regional goals, and train the Colonial Life sales hierarchy on value propositions and marketing programs. Evaluate potential MAP, Worksite Specialist, and HO visit requests within the assigned region, ensuring appropriate distribution alignment between field and national offices. Adhere to company expectations regarding budget and expense management while traveling 50% to 75% of the time.
Required Qualifications
- Bachelor's degree
- Licensed to solicit insurance or the ability to obtain insurance license in states within assigned territory within 45 days
- 4+ years of Broker sales/marketing experience
- Strong communication, influencing, presentation, and persuasion skills
- Strong problem solving and planning skills
- Attention to detail
- Excellent interpersonal and collaboration skills
- Ability to travel 50% to 75% of the time
- Self-guided
- Strong Organization skills
Desired Qualifications
- preferably in worksite or voluntary benefits products
- Benefit Administration Tech sales experience
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