Director, Insurance Sales Process and Coaching jobs in United States
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AAA Club Alliance · 16 hours ago

Director, Insurance Sales Process and Coaching

AAA Club Alliance is hiring a Director of Insurance Sales Process & Coaching to provide strategic insight and leadership to the Sales Coaches within the Insurance business line. This role is responsible for the sales process across various insurance products and leading a team focused on coaching, training, and execution to enhance performance and revenue from Sales Agents.

Consumer Services
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H1B Sponsor Likelynote

Responsibilities

Design and execute a go-to-market strategy for sales process and coaching to include both our Retail Agents, Contact Center Sales Agents, and Member Activation Agents
Lead a team focused on coaching needs assessments for individuals, identifying specific areas of opportunity and make recommendations based on the observations
Use data and analytics to create reports/dashboards that will showcase results to Senior Leadership
Responsible for hiring, coaching, mentoring, and developing new hires; creation of onboarding programs and performance management guidelines
Recommend and implement appropriate sales process improvements, following AAA Club Alliance guidelines and procedures
Serve as the subject matter expert for process and sales coaching across the Insurance sales department. Facilitate meetings within the business line, including organizing and appropriate avenues of follow-up. Lead the team that will represent the Insurance business line on Organization-wide teams
Direct responsibility for Sales process for both P&C business, Life Insurance, and Commercial lines activities in the Agency
Manage team responsible for life insurance case management
Deliver tools, programs, and resources aligned with business/organizational goals, to include various forms of facilitation
Assess existing sales training program effectiveness (including but not limited to Member Connect Sales Training, Sales Mastery, and other Coaching Programs) and implement aligned agency sales process programs
Analyze appropriate business line reports to identify patterns and make recommendations to senior leadership. Work with sales management to identify individual and/or group Sales Agent development needs
Develop metrics for Sales Coach accountability with the goal to increase agent competency and improve production results
Create development plans for Sales Coaches, to help improve sales skills, knowledge and abilities. Benchmark coaching programs against Company standards, partnering with Learning & Development when necessary
Annual budget responsibilities for this team to include travel, expenses, training and development, etc
Other duties as assigned

Qualification

SalesforceInsurance PropertyCasualty LicenseLife Insurance LicensePersonal Lines insurance experienceSales coaching experienceTraining experienceAdult Learning techniquesLeadership experienceEffective communication skillsProject management skills

Required

Bachelor's degree required
7+ years of experience in Personal Lines insurance sales, products and coverages
Experience leading, creating and conducting sales coaching with an emphasis on outbound sales activities
7+ years in management or a leadership capacity
Current Insurance Property and Casualty Licenses required
Life Insurance License required

Preferred

Training experience
Insurance Industry Designation
Knowledge of the technology which supports the company's policies and processes is strongly preferred

Benefits

Annual Bonus + Annual Merit Increase Eligibility
Hybrid schedule (3 days on-site weekly)
Comprehensive health benefits package
3+ weeks of paid time off accrued during your first year
401(K) plan with company match up to 7%
Professional development opportunities and tuition reimbursement
Paid time off to volunteer & company-sponsored volunteer events throughout the year
Other benefits include a free AAA Premier Membership, Health & Wellness Program, Health Concierge Service, Life Insurance and Short Term/Long Term Disability
Medical, Dental, and Vision plan options
Up to 2 weeks Paid parental leave
Paid company holidays
Company provided volunteer opportunities + 1 volunteer day per year
Free AAA Membership
Continual learning reimbursement up to $5,250 per year

Company

AAA Club Alliance

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For more than 100 years, we’ve been helping people get to where they’re going.

H1B Sponsorship

AAA Club Alliance has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (3)
2022 (5)
2021 (1)
2020 (5)

Funding

Current Stage
Late Stage

Leadership Team

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Tom Wiedemann
President & CEO
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Cathy Ovchar
EVP and CFO
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Company data provided by crunchbase