About the role
FinEx AI summary
Supports and trains insurance agencies to grow sales, plans and executes sales strategies, and analyzes market and sales trends. Assists branch and section managers by rolling out initiatives, following up on sales activities, and mentoring junior and mid-level members. Positioned as a future manager candidate, working as a player rather than a line manager.
Core skills
insurance agency salessales strategy planningtraining and supportagency developmentmarket analysisrecruitment compliance