Sales Manager – Agency Sign Up

Job not on LinkedIn

🔥 14 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $100k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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First Connect Insurance Services

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

First Connect Insurance Services is an insurtech platform designed to support independent insurance agents in growing their agencies. It offers fast access to over 130 insurance carriers across various coverage types, including home, auto, commercial, and life insurance. The platform features user-friendly tools such as a comparative rater for quotes, real-time market appetite insights, and seamless onboarding processes, allowing agents to streamline their operations and enhance their business performance without incurring high costs.

📋 Description

• Lead, coach, and develop a team of Sign-Up Specialists, setting clear performance expectations and providing ongoing feedback to help each rep grow. • Own team conversion metrics: set targets, track performance against them, and identify the coaching or process interventions that move the needle. • Build and reinforce a consistent, high-energy sales culture focused on urgency, follow-through, and delivering a strong first impression of the platform. • Recruit, hire, and ramp new team members as the Sign-Up function scales. • Standardize workflows and call processes to ensure quality, consistency, and scalability across the team. • Generate momentum with prospective agencies during the sign-up process to drive activation and early platform utilization. • Partner closely with the Onboarding team to ensure clean handoffs and alignment on what a well-activated agency looks like. • Define and track KPIs including conversion rate, contact-to-activation ratios, and call/activity metrics; analyze trends and surface actionable insights for leadership. • Prepare and present regular performance reports to senior leadership on team results, key initiatives, and opportunities. • Work cross-functionally with Product, Marketing, and Operations to surface agent feedback and bring the right tools and resources to your team. • Stay informed on carrier appetites, market trends, and the competitive landscape to keep the team's messaging sharp and relevant. • Address escalations promptly and resolve issues that could slow or block an agency's path to activation.

🎯 Requirements

• Bachelor's degree or equivalent work experience • 5+ years of experience in sales, sales leadership, insurance distribution, or a related field, with at least 2 years managing a sales team • A track record of owning conversion or pipeline metrics and moving them in the right direction • Strong coaching instincts, with the ability to develop reps at different experience levels through observation and specific feedback, not just encouragement • Analytical and data-driven, comfortable in a CRM and fluent in performance metrics • P&C license (preferred) • CPCU or CIC designation (preferred)

🏖️ Benefits

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families. • We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Equity - This position is eligible for equity compensation • Training and Career Growth - Training and internal career growth opportunities • Flexible Time Off - You know when and how you should recharge