Agency Business Consultant (Primarily Home)

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Requirements:

• Basic knowledge and understanding of agent language.
• Demonstrated experience communicating complex, technical information to company leaders.
• Demonstrated experience in process development.
• Demonstrated experience working with independent sales agents.
• Solid knowledge and understanding of project management standards, methodologies, concepts, and tools.
• Solid knowledge and understanding of insurance licensing requirements.
• Solid knowledge and understanding of agent compensation programs.

Responsibilities:

• Works to support and uphold the role of agency business owners as independent business owners.
• Assists both evolving and large agency business owners in building profitable, growing and efficient businesses that align with the company’s customer-driven vision.
• Uses advanced financial and problem solving skills to understand and evaluate small business challenges and opportunities to identify possible solutions.
• Uses insights and facts on industry trends, consumer behavior, and competitor activity to guide agency business owners through scenario analysis and opportunity identification.
• Leads the design and delivery of financial-based planning and diagnostic processes to support profit and growth goals.
• Provides guidance to agency business owners and staff by exhibiting influence and expertise.
• Shares knowledge and best practices identified in other agency business owner. Consults on effective selling practices and procedures.
• Serves as a liaison to the corporation for agency business owners sharing insights into their needs and challenges.