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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in coaching and mentoring Insurance Sales Agents, focusing on consultative sales strategies, process adherence, and performance maximization. Proficient in utilizing CRM and BI tools to track sales metrics and enhance agent performance.
Highest-signal resume keywords
Coaching Insurance Sales AgentsConsultative Sales StrategiesSalesforce CRM ProficiencyProperty and Casualty LicenseLife Insurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consultative SalesSales Process AdherenceIncome Maximization StrategiesBundling StrategiesCross-Selling TechniquesSales Metrics ReportingTraining and MentorshipPerformance AnalyticsWorkshop FacilitationAgent Accountability
Soft Skills
LeadershipCollaborationCommunicationCoachingMotivation
Tools & Technologies
SalesforceBusiness Intelligence Tools
Certifications & Qualifications
Active Property and Casualty LicenseLife Insurance License
Industry Keywords
Insurance SalesProperty and Casualty InsuranceLife InsuranceConsultative SellingSales Coaching
About the role
Key responsibilities & impact- Coach individual Insurance Sales Agents to apply ACA’s consultative sales program and standardized sales processes in daily sales interactions
- Provide structured coaching to new agents with less than 12 months of experience, emphasizing brand-first strategy, lead prioritization, bundling at point-of-sale, and cross-sell strategies with life insurance and other ancillary businesses
- Guide less tenured agents toward top performance through focused coaching on income maximization, process adherence, and bundling strategies
- Execute structured coaching plans, including weekly one-on-one coaching sessions for new agents and monthly one-on-one sessions for striving agents
- Facilitate biweekly new agent workshops extending the initial New Hire Training program
- Lead best-practice sharing through cohort meetings, focusing on analytics, economic-based coaching, and insurance advisory selling skills
- Maintain accountability through Sales Coach-specific reporting using metrics including bundled sales, branded sales, and quote volume
- Collaborate with the training team to reinforce consultative sales skills and process adherence
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree preferred; equivalent experience may be considered in lieu of degree
- 5+ years’ experience selling Property and Casualty or Life insurance products
- 2+ years experience in a role working in a training or mentorship capacity
- Active Property and Casualty License required
- Life Insurance License preferred
- Experience in using CRM and BI tools, including Salesforce required
- Candidates must reside within a commutable distance to the office in Wilmington, DE
- Ability to travel throughout the market to work 1:1 with Agents
Benefits
Comp & perks- Annual Bonus Program with a target bonus percentage of 3%
- Medical, Dental, and Vision plan options
- Up to 2 weeks Paid parental leave
- 401k plan with company match up to 7%
- 2+ weeks of PTO within your first year
- Paid company holidays
- Company provided volunteer opportunities + 1 volunteer day per year
- Free AAA Membership
- Continual learning reimbursement up to $5,250 per year