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GuideStone

Financial solutions for churches and ministries

Team Lead Property & Casualty Sales

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeDallas, TX, USANo salary listed

About the Job

Requirements

  • At least 5 years of experience in commercial property and casualty insurance sales or a related role.
  • A bachelor's degree in business, marketing, finance, or a related field is preferred, or equivalent work experience.
  • Working knowledge of team function within the organization and its contribution to broader sales objectives.
  • Active Property & Casualty, Life & Health, and Excess & Surplus Lines licenses are required. Candidates not currently licensed must be able to obtain all required licenses within 60 days of hire.
  • Working knowledge of the commercial property and casualty insurance industry, including state and federal regulations and market trends.
  • Ability to coordinate a team and prioritize competing demands.
  • Proficiency in Microsoft Office, Microsoft Dynamics CRM, and Applied Epic agency management software.
  • Must maintain complete confidentiality regarding GuideStone business matters.

Responsibilities

  • Coordinate and lead daily team activities, ensuring workload distribution and priorities align with unit objectives; monitor producer workloads, pipeline distribution, territory activity, and lead assignment to ensure balanced resource utilization and business growth.
  • Supervise individual contributors, providing day-to-day direction and guidance within established processes.
  • Assist management with decisions and activities related to team performance, staffing, and workflow.
  • Perform sales work directly for a portion of the time, including prospecting, discovery, and closing assigned accounts.
  • Execute prospecting strategies to develop pipelines of Ministry Partner prospects across assigned territories.
  • Deliver coverage solutions for clients by applying working knowledge of insurance needs, product offerings, and market trends.
  • Support the Account Management team in maintaining key client relationships and executing retention activities.
  • Monitor team activity against defined key performance indicators and communicate progress to the Manager.
  • Prepare regular reports on team sales activity, pipeline health, and client engagement.
  • Foster teamwork by communicating, seeking input, and contributing to shared goals.
  • Ensure team sales practices comply with agency guidelines and legal, regulatory, and ethical standards, and ensure consistent adoption of customer relationship management processes, pipeline stages, sales methodologies, and documentation standards across the sales team.
  • Pursue continuous professional growth and mastery of the property and casualty sales discipline.
  • Provide full-scope supervision, including reviewing the performance of assigned staff.
  • Travel up to 25% annually.

About the Company

GuideStone

Financial solutions for churches and ministries

GuideStone serves churches, ministries, faith-aligned institutions and Christian households by providing retirement, insurance and investment solutions aligned with biblical values. Its products work by offering financial services tailored to ministry needs, helping individuals start well, stay well and finish well, and supporting programs like Mission:Dignity that assist retired ministers and widows. The company differentiates itself through a faith-based mission, a long history since 1918, and a focus on integrity, heart and skill to serve those who serve the Lord. Its goal is to enhance financial security and resilience for believers in ministry, so every servant of Christ finishes well.

Company size
501-1,000
Company stage
Grant
Total funding
$190K
Headquarters
Dallas, TX
Founded
1918

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