What are the responsibilities and job description for the Field Manager position at Legacy Insurance & Financial Services?
Job description:
Build your insurance brokerage with the industry’s best system.
Legacy Insurance & Financial Services is a hybrid insurance brokerage firm combing the best of the captive and brokerage models in the industry. We are expanding into Provo and looking for a strong sales leader who wants to build a long-term insurance business directly developing and supporting talented insurance sales professionals. This is a 1099 contractor role with commissions on personal business, overrides on your agents’ business and growing long-term renewals (a form of semi-passive income) creating an unusually financially stable business and asset.
Legacy is a Master Brokerage with over 200 Life & Health insurance carriers to do the best thing for each client. Primary lines of business are Medicare health insurance, life insurance, long-term care planning, and annuities to protect assets and income. We have the resources and knowledge to serve most demographics but market primarily on the near and current retiree market. This market values your time the most with higher dollar sales and low policy attrition. The majority of our business is face to face in a customer’s home.
Candidates need to have:
- Strong management/leadership background
- Successful sales experience
- Personal financial strength and wherewithal
Responsibilities Include:
- Recruiting a well-qualified sales team
- Training and development of field sales agents
- The ethical care and service of clients and their families
- Supporting agents through on-going training, marketing, and problem solving
- Stewardship of office space, equipment, and supplies
- Financial tracking of office and agent revenues and expenses
- Relationship building and resourcing with insurance carrier representatives
- Reporting, communication, and training with the Legacy leadership team
The Legacy Agency Support System Includes:
- Honesty, Transparency, & Collaboration
- A full-time recruiting team
- Office space, furniture, equipment, supplies, signage, and technology
- Subsidized marketing and lead generation
- 90% first time pass licensing system
- Bookkeeping, accounting, administration, compliance, & legal professional services
- The industry leading brokerage commission accounting system
- Robust CRM, reporting, contracting, quoting tools, and sales technology platforms
- Personal mentorship, leadership training, and regular collaboration
- Awards, incentive trips, recognition, banquets, and bonuses
- Legacy book of business and relationships with referral centers of influence
- Additional business building subsidies, bonuses, and profit sharing to include bridge assistance
- Succession planning, retirement and exit strategy design
Managers average between $80,000 to $600,000 per year incomes with strong renewals. Great managers are also rewarded through the relationships, community, and role they have in the growth and success of so many other people.
Legacy needs a talented leader in Provo who is great with people and is passionate about the impact they have on the people around them. Let us know if you’d like an interview to get to know us.
Legacy Insurance & Financial Services is headquartered in Salt Lake, Utah with offices throughout northern Utah, St. George, Idaho, Washington, Oregon, and Nevada. We are an American Senior Benefits partner agency and owned by Integrity Marketing – the leading insurtech company in the US, using data, technology and a human touch to deliver a better insurance experience.
Call your recruiter.
Home Office #: (801) 281-0066
Carissa Kingston – x118
Salary : $80,000 - $600,000