Manage agency acquisition funnel and headcount targets
The role focuses on driving new-agent and new-agency leader acquisition to expand accredited manpower across the assigned region
Job Summary
The role focuses on driving new-agent and new-agency leader acquisition to expand accredited manpower across the assigned region.
Candidates will be responsible for managing the entire agency acquisition funnel, from prospecting to recruiting agency leaders to meet headcount targets.
The position requires enforcing strict pipeline governance and ensuring 100% compliance with onboarding and SLA standards such as AML and SCAG.
Matching Summary
The role focuses on driving new-agent and new-agency leader acquisition to expand accredited manpower across the assigned region.
Skills & Requirements
Must-have
drive new-agent and new-agency leader acquisition
implement cadence programs for activity ratios
manage agency acquisition funnel and headcount targets
track KPIs including case count and quote volume
ensure 100% onboarding and SLA adherence
Nice-to-have
assertive dynamic and energetic personality
experience with AIA channel partnerships
ability to coordinate roadshows and events
skill in analyzing performance variances
Key Requirements
Experience in sales or business development within insurance
Ability to coach agents on licensing and product mastery
Proficiency in managing KPI dashboards and recovery plans