Manager of Sales and Field Operations-Fraternal Life Insurance

Luso-American Financial, is a member-owned fraternal benefit society dedicated to helping families achieve financial security. We provide affordable Whole and Term Life Insurance, Annuities, Retirement, and Educational Savings Plans, tailored to meet unique needs and goals. While offering competitive financial solutions, we also focus on preserving and celebrating the rich Portuguese heritage. We are seeking a proactive professional to help grow our presence in the market, meeting customers where they are and driving sales through direct, in-person engagement.

A boots on the ground Sales Manager who will support the sales and field operations of all independent, full-time, and part-time sales agents while also completing their own sales objectives by promoting and selling products to potential new members while retaining and meeting the financial goals of our current membership.

• Pursue prospective new clients, maintain relationships with current policyholders by offering and explaining our products by customize our programs to suit each member by suggesting additions or changes to policies, often covering a variety of risks.
• Recruit and onboard the internal and independent sales agents, by providing introductory training and meeting with sales agents (one on one) regularly to ascertain activity, production and sales pipeline. Manage continuous sales training, providing updated information and education to all sales agents.
• Establish sales objectives, annual production goals and objectives for each agent while also monitoring field performance and schedules. Forecast and developing annual sales quotas, projecting expected sales volume and profit for existing and new products.
• Working with our Marketing team, help to develop programs and recruit sales personnel to increase business activity, profits, and sales nationally. This includes recruiting campaigns to attract new licensed agents in multiple states and marketing collateral.
• Use field market data, identify, propose and recommend potential new life and annuity products that would meet the needs of the organization.
• Network and establish relationships for which the organization can grow and increase membership. Acts as a liaison for Luso-American Financial with other Portuguese and other non‑profit community-based organizations.

• A bachelor’s degree in any business field is preferred or equivalent experience with a minimum of 5 years previous relevant experience with a proven track record in sales, as a sales manager or sales/marketing director
• Demonstrated ability to drive the sales process from plan to close. Demonstrative ability to articulate the distinct aspects of products and services and position products against competitors
• Ability to communicate, present and influence all levels of the organization as a strong leader, coach and team management skills to inspire sales teams
• Excellent listening, negotiation, presentation, interpersonal skills, and verbal/written communication skills-bilingual (English and Portuguese) a plus
• Strong problem solving and analytical skills with experience in goal setting, performance tracking, and meeting sales targets
• Ability to work independently with excellent organizational skills and proficiency in creating tailored financial solutions for diverse client needs
• All prospective employees must pass a background check

• Salary range: $65,000 - $85,000 and Variable: $18,000 - $40,000
• Discounted medical, dental, and vision coverage for you and your dependents
• 401(K) (variable matching)
• 10 company-paid holidays

Luso-American Financial is committed to fair and equitable compensation practices. The base salary range listed in this job posting represents our good faith estimate of what we expect to pay for the role. Actual compensation may vary based on skills, experience, education, and location, as well as internal alignment and market factors.