Description |
This position will promote the sale of life products through our OMFN companies including; OM Financial Life Insurance Company, OM Financial Life Insurance Company of New York, and Americom Life and Annuity Insurance Company. This position will work closely with new and existing agencies. Primary responsibility is to recruit and develop Master General Agents (MGAs) and other Key Accounts in the marketing and implementation of OMFN's Life marketing plan and will include training on products and procedures through seminars and meetings. This position will direct the activities of the Regional Sales Coordinator to achieve stated production goals within the assigned region as well as the company life sales objectives.
II. ORGANIZATION
This position reports directly to the Vice President of Life Distribution.
III. DUTIES AND RESPONSIBILITIES
Sales are derived from the production of MGAs and other high potential agencies known collectively as Key Accounts.
Recruit Key Accounts that meet the stated company profile with the ability to generate sales volumes necessary to validate the MGA compensation and Power Partner bonus schedule.
Maintain successful business relationships with Key Accounts through frequent communication and visitation. Develop business plans with Key Accounts. Encourage, support and participate in meetings and seminars that promote OMFN companies. Develop knowledge of specific account requirements as they relate to Home Office service capabilities and procedures. Coordinate special needs of Key Accounts in interfacing successfully with the Home Office. Frequent travel is required and travel and entertainment expenses must be reasonable and within guidelines established by management.
Provide direction to the Regional Sales Coordinator, focusing on new account implementation and training. Coordinate action plans to assure complete coverage of Key Accounts, which represent high potential to the Company.
Identify opportunities for, and coordinate the development of, consistent high quality presentations, and other promotional pieces in support of marketing efforts.
Research, monitor and track competitors' products and pricing and the impact they have on OMFN competitive positioning. Contribute suggestions and competitive intelligence to the product development process in design, positioning and opportunity.
Prepare management reports as requested, to include activity reports and an extensive semi-annual review of Key Accounts.
Other duties and special projects as assigned by the VP, Life Distribution or senior level management.
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Requirements |
Bachelor's degree in Business, Marketing or Insurance. Industry recognized designation preferred such as CLU, ChFC or CFP. 15 years of related experience. Demonstrated success in sales, marketing and project management experience. Strong problem solving, oral, written and interpersonal communication skills are critical. Personal computer skills are important. Must be able to work independently. Must be able to travel frequently.
V. SCOPE
A significant amount of time will be spent in the field coordinating the activities of Key Accounts, the Regional Sales Coordinator and other Home Office departments.
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