Sales and Marketing Director

About Copeland Insurance Group

The Copeland Insurance Group was founded in 1962. Over time, Copeland has proven to be a leader in providing quality service to agencies and agents — and their clients. We are committed to a personal, service-driven sales approach, ensuring the future of this tradition by supporting a talented staff of like-minded professionals.

About Integrity Marketing Group

Integrity Marketing Group is one of the nation’s leading independent distributors of life and health insurance products focused on serving the senior market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have over 100,000 independent agents.

Position Summary

The Sales Director will work closely with sales leaders to service and develop existing accounts, increase sales from contracted agents, recruit new agents, and maintain relationships with carriers. The position requires phone-based client interaction, including visits to key agents, to various carrier offices, and to present training and sales meetings both virtually and on-site.

Responsible for executing clearly defined marketing and communications strategies that support consistent corporate goals for business growth and mission, carrying out regional sales and marketing initiatives based on projections for specific products and time frames, and oversee regional goals for recruitment, sales volume, and profitability.

Essential Duties and Responsibilities

· Foster agent relationships, expand agent base, and increase profitability through the development, enhancement, and implementation of strategic marketing workflows, policies, and practices.

· Manage team of marketers assigned to their region to ensure continued development of new writing agents and corresponding production.

· Emphasize development of marketer’s skills and abilities, working to accelerate both their personal and professional growth.

· Work closely with all departments and upper management to create demand and recognition for the company and its products and services.

· Directly responsible for achieving monthly growth in production of writing agents and enrollments from key insurance carriers.

· Travel to various client and carrier offices, attend and present sales meetings, trade shows, and industry training seminars as needed.

· Develop unique value propositions, business partnerships, and customer relationships.

· Maintain productive relations with potential and established agents through frequent on-site visits, scheduled conference calls, and by providing excellent services.

· Constantly search for ways to improve efficiency and effectiveness.

· Provide detailed documentation of results from account visits to agent interaction, ensure issues are noted and addressed, and that management is aware of potential business opportunities.

· Maintain thorough knowledge of carrier systems and workflow to ensure ability to address issues, provide training, and continue to strengthen the existing relationship.

· Create and distribute materials (web tutorials, carrier documents, contracts, etc.) to agents to ensure company information is available.

· Help, develop, and present messaging and presentation material for agents.

· Learn, retain, and deliver product / industry information to agents.

· Develop and administer sales and marketing techniques.

· Appropriately track personal productivity and issues.

· Accurately input information into CRM systems within required time frames.

· Communicate effectively and professionally in person over the phone and in writing with agents, carriers and supervisors.

· Perform other duties as assigned.

Qualifications

· Bachelor’s Degree or equivalent professional experience preferred.

· Previous insurance industry experience, knowledge of industry standards and practices, previous sales and/or client relations experience required.

· Microsoft Office skills required.

· Self-motivated

· Persistency

· Critical thinking

· Demonstrated ability to plan and organize.

· Flexibility to adapt to changing business operations.

· Excellent customer service skills.

· Excellent interpersonal skills.

· Demonstrated oral and written communication skills.

· Ability to represent the company in a professional and positive manner.

· Ability to multi-task and operate in a fast-paced environment.

· Ability to work independently and as part of a team.

· Ability to maintain confidentiality.

Integrity Marketing Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.