Field Sales Manager - Bilingual (English/Spanish) at Chubb in Miami, Florida

Job Description:

Combined Insurance, is seeking a Field Development Manager to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 90 years. Come join our team of hard-working, talented professionals!

JOB SUMMARY:

The Field Development Manager (FDM) is responsible for impacting bottom line growth for Individual and Group Sales through training, coaching, and effective assimilation of new sales Agents, first line Supervisors, and Managers.

The FDM will be deliver master training on recruiting/hiring and business planning via classroom facilitation, individual hands-on support, virtual training, and coaching.

RESPONSIBILITIES:

• Deliver Agent and Manager training programs within assigned geographic region.  Includes needs assessment, facilitation, tracking, and coordination of appropriate participation.  Ensure the standards of the program are embedded and consistent.


• Drive new Agent success, for assigned markets, at weeks 5, 13, and 26 through the delivery of quality education programs, and meetings that will directly impact Blueprint Success Scores, Agent Retention, and Annual Premium Value (APV).  


• Offer input to content development and facilitator guidelines when needed for all relative sales training programs.


• Facilitate training for new products, process changes, and compliance related topics.


• Partner with sales management to facilitate the Agent to Manager promotion process.  Identification of talent, assessment of competency development, development of progression plans, and mentoring of new Managers.


• Facilitate field section of New Agent Development Program.  Coordinate training sessions per National program schedule, attend periodically to monitor quality and participation, seek feedback and best practices from participants and circulate recommendations back to Home Office and Zone leadership. 


• Monitor “At-Risk Agents” - assess trends and make recommendations to Market leadership in regard to training needs. Reach out to Agents at risk to assess issues and impact on Agent Retention and facilitate field training as needed.


• Own the effective execution of the Group Sales Strategy and Enrollment Process. Serve as a Subject Matter Expert to Field Managers and Agents.

SKILLS & EXPERIENCE:

• 10+ years’ experience related to L&D, sales development, sales/business development, small business management/ownership.  Insurance experience is preferred with a strong focus in Group Sales.


• Bachelor’s degree or commensurate related work experience


• Excellent facilitation skills (this is one we can test for with a teach back)


• Experience conducting needs analysis related to Insurance Sales


• Remote location with the ability to travel 50%+


• Knowledge of basic adult learning theories, current L&D best practices, participation in external training or L&D professional organization(s)


• Proficient in Microsoft Office including Word, Excel, and Power Point


• Preferred Location, Florida, North Carolina, or Texas


• Bilingual required, fluent in English and Spanish including speaking, reading and writing in both languages

COMPENTENCIES:

• 
  Problem Solving: The ability to apply technical expertise, special knowledge, maturity and judgment to business issues and, as a result, improve Combined/Chubb and/or team performance
  
  
  • Diagnoses problems using problem-solving tools and techniques from multiple angles and probes underlying issues to generate multiple potential solutions
  
  
  • Proactively anticipates and prevents problems
  
  
  • Devises, facilitates buy-in, makes recommendations, and guides implementation of corrective and/or preventive actions for complex issues that cross organizational boundaries and are unclear in nature
  
  
  • Seeks support and buy-in for problem definition, methods of resolution, and accountability
  
  
  
  


• 
  Business Acumen:  The ability to apply technical expertise, special knowledge, maturity and judgment to business issues and, as a result, improve Combined/Chubb and/or team performance.
  
  
  
  • Familiar with how competitors differentiate themselves by understanding latest developments or changes of market conditions in the market/sector
  
  
  • Is analytical, data-driven and fact-based in decision-making
  
  
  • Remains an active student of the Combined Insurance business and the Company's products
  
  
  • Maintains both a “big picture” perspective and a detailed operational understanding of one’s own area of responsibility
  
  
  • Has experience in group/individual industry
  
  
  
  


• 
  Initiative: Identifying what needs to be done and doing it before being asked or before the situation requires it.
  
  
  
  • Identifying what needs to be done and takes action before being asked or the situation requires it.
  
  
  • Does more than what is normally required in a situation
  
  
  • Seeks out others involved in a situation to learn their perspectives
  
  
  • Takes independent action to change the direction of events
  
  
  
  


• 
  Strategic Focus:  Incorporates a long-term perspective on the assigned markets into both planning and execution
  
  
  
  • Acts to align own goals with the strategic direction of the business/market/zone.
  
  
  • Ensures that everyone understands and identifies with business/zone/market goals.
  
  
  
  


• 
  Process Accountability: Effectively and efficiently uses personal initiative, managerial authority, and organizational resources to deliver on commitments and takes full accountability for achieving (or failing to achieve) desired results.
  
  
  
  • Monitors and coaches’ agents/managers and colleagues to achieve performance standards according to their role
  
  
  • Utilizes and adapts to the most updated technology to support efficiency of the processes and procedures
  
  
  • Executes Company programs and processes as designed
  
  
  
  


• 
  Results Orientation:  Accountability for driving the business plan by developing short and long-term goals to execute/achieve goals applicable to sales, persistency, quality of business, and process
  
  
  
  • Assists with defining and communicates the standards and specifications around which the team will operate to achieve the set operational and sales goals
  
  
  • Demonstrates performance of top line growth and ensures quality of business
  
  
  • Works with senior management to identify good/bad practices and continuously improve execution in the Zone
  
  
  
  

OUR BENEFITS

As a Combined corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. Our Company is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees: 

Health insurance

Dental insurance

Tuition reimbursement

A company-match 401(k) plan

Disability insurance

Life insurance

Employee referral bonuses

ABOUT COMBINED INSURANCE

Combined Insurance is a leading provider of individual supplemental accident, disability, health and life insurance products. With a field sales force and corporate staff in excess of 5,000 people worldwide, Combined Insurance meets the growing coverage needs of policyholders around the globe. We pride ourselves on being customer-centric, people-driven, accountable, performance-minded, and ethical. We invest in our employees and take the time to focus on their development, needs and career aspirations.

Our parent company is one of the world’s largest multiline property and casualty insurers. With operations in 54 countries, the Company provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.

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