Assistant Vice President Broker Sales
Pekin Insurance
You spend at least a third of your day at your job. You might as well spend it doing something you really love while working with a team you really enjoy being with, right? That’s the kind of atmosphere we offer at Pekin Insurance—fun, fast-paced, gratifying, supportive, and collaborative.
Of course, it’s not all fun and games. Insurance is a serious business, and we pride ourselves on making people’s lives whole again after a major disaster or even a fender bender. It’s that sense of helping people that makes our team want to do our best every day.
If you want to be excited about starting your workday and are ready to make a real difference in people’s lives, this could be the right spot for you.
See what Pekin Insurance has to offer by viewing a short video here.
Position Overview
The AVP- Broker Sales is responsible for building and maintaining effective business relationships with distribution partners (IMO, BGA, MGA, etc.) in the distribution territory (currently 14 states) and marketing our life insurance products to their downline agents.
Essential Job Functions
- Makes systematic calls on distribution partners (IMO, BGA, MGA, etc) to maintain effective business relationships
- Responsible for managing the onboarding process for newly appointed downline agents, ensuring they are trained on company philosophy, products and methods of doing business
- Makes regular calls on downline agents to provide ongoing education for company products and practices, and to aid the agent in sales, including navigating the underwriting process
- Responsible for sales production for the distribution channel
- Responsible for monitoring distribution partner, agency, and individual agent performance to ensure production and other business metric expectations are met
- Monitors distribution channel landscape and report on matters relating to the company’s competitiveness, such as product change needs, service, and operational change needs
- Provides input regarding strategic planning as it pertains to the distribution channel, including assisting with the creation of marketing strategies to support sales goals
- Attends and participates in periodic sales and educational meetings for agency force. These meetings should be a means of communication between the Pekin Home Office and field, promotes sales, and educates agency force of new products and any industry trends
- Assists and trains agencies in using the company intranet website and life illustration software
- Maintains an Agency Call Report through the internet. Reporting dates, times and what was discussed on each monthly agency call
- Attends periodic meetings at the Pekin Home Office as requested
- Travels to distribution partner locations throughout the 14-state distribution territory will be required as needed, typically 12-24 times per year
- Monitors distribution channel growth, growing a team of field support as deemed appropriate by leadership as the channel meets maturity targets
- Performs other duties as assigned
Education & Experience
- Bachelor’s degree in Business or related field required
- Typically requires 7+ years of industry experience, specifically in sales in the assigned territory
Certifications & Licenses
- Life Insurance Producers license, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFc) or FCP designations preferred
Knowledge, Skills & Abilities
In-depth skill in:
- listening and communicating with the ability to speak in public
In-depth ability to:
- maintain a positive image and build strong relationships
- analyze, organize, and prioritize work while meeting multiple deadlines
- anticipate/recognize opportunities and problems
- establish program goals and objectives that support the strategic plan
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