Managing Director

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For over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

This person grows their assigned agency and manage local staff to address the business objectives of the company. The Managing Director coaches and develops agents to meet the insurance needs of policyholders and clients with appropriate and suitable products. The position supports agents to maximize their professional growth and revenue generating opportunities. Functions as the primary liaison between the Home Office and assigned (independent) sales agents.

He or she recruit’s and develops agents.

Increases agency’s growth, effectiveness and production by recruiting, selecting, orienting, training, coaching, counseling insurance agents; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing a welcoming climate by offering value added information and opinions; providing training and developmental opportunities. Accomplishes agency objectives by recommending business plans, budgets, and result measurements; allocating resources; reviewing progress and making needed mid-course corrections.

Generates new business by identifying and addressing opportunities in the local market. Develops and maintains good and compliant working relationships with clients, insurance carriers, regulatory agencies, assigned agents and co-workers. Increases profitability of proprietary product lines by encouraging agents to consider these products when they meet the needs of clients. Ensures trust and credibility with clients by maintaining detailed knowledge of current market conditions, compliant business practices and full understand of available product solutions.

Builds company image by collaborating with customers, community organizations, and others; enforcing ethical business practices. Directs and coordinates agency’s financial and budget activities to manage operations and maximize growth and efficiency. Reviews growth results, recruiting, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing program improvement and cost reduction. Meets required growth and sales objectives.

Spend considerable time with new agents to ensure successful completion of fast start initiatives (30 sales in the agent’s first 90 days) Provide and review detailed metric reports to assigned agents; ensure they are coached to achieve activity requirements, sales levels, cross‑selling opportunities, compliance standards and minimum production/retention requirements. Without guidance, determine agency’s needs, create training schedules, identify areas of improvement, and execute on increasing new premium from Agents’ production.

All other related duties.

Five plus years’ experience in the insurance industry, preferably in marketing, sales and suitability capacity Medicare, life and annuity product experience Ability to work well within a team Excellent time-management skills, ability to work within deadlines Agency sales experience is a must

• PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

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