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Business Consultant

Job Description

The Business Sales Consultant position is designed for dedicated business coaches who can help agency owners drive growth in their business.  Working for a district manager, these professionals typically conduct regular agency consultation visits where they assist agents in establishing business goals and developing strategies to execute on those goals. By providing ongoing coaching and support, Business Consultants can help agents drive productivity and build bigger, faster and stronger agencies.

Job Responsibilities

Effective Business Consultants work directly with new and full-time agents to provide guidance and assistance as agents develop their business plans. In addition, they commonly provide personalized support to new Acquisition, Seed and Retail program agents, helping these capitalized agents to be successful from day 1!

  • Evaluates, coaches and supports the progress of full-time agencies; analyzes current state and provides recommendations for increased productivity and profitability
  • Assists individuals coming through new agent entry points, including assistance during the agents’ deployment of new office locations with agency setup, business planning, and recommendations regarding effective marketing systems and training
  • Conducts Career agent performance reviews and helps agents build their strategies to achieve their goals
  • May conduct final interviews during the district manager’s recruiting process, especially for highly capitalized agents
  • Provides additional information to agents about the policies, practices and procedures of the Companies

Job Requirements

  • Able to manage multiple objectives in a fast paced environment
  • Prioritize activities to help agency owners drive return for their agency and district growth
  • Strong time management skills that enhance productivity
  • Listen effectively to best understand agency goals and motivational factors
  • Previous business experience or business acumen to draw on during agency consultation visits
  • Use problem solving abilities to help business owners establish and execute their goals
  • Must pass a background check including (credit, criminal, regulatory and driving history)
  • Must be licensed in Property & Casualty and Life & Health or willing to obtain ASAP
  • Have the ability to be FINRA licensed and obtain 6, 63 & 26 

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