Agency Consultant

Horace Mann Educators Corporation Orange , CA 92866

Posted 3 months ago

The Agency Consultant will lead and consult with agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth.

  • Build and maintain the agent/agency relationship with the Company.

  • Consult with agents to help them identify issues and opportunities and recommend possible actions that may be taken to correct problems and improve agency operations and sales production.

  • Help agencies understand and implement processes that may improve agency operations and enhance economic interest at the time of agency sale or appointment termination.

  • Connect Horace Mann capabilities with local market and/or agent opportunities.

  • Coach and assist agents with agency business planning to achieve targeted agency results.

  • Lead agent growth through school access programs, association relationships, and marketing strategies.

  • Utilize available technology, tools, and resources to analyze agent business results and improve agency operations, growth, and profitability.

  • Leverage available growth programs with agents in market place.

  • Joint work with new agents to show how to execute in-school activities, sales presentations, etc.

  • Actively engaged in recruiting and onboarding new agents.

  • Objectively evaluate, develop corrective action plans and hold agents accountable for achieving territory goals.

  • Communicate expectations and monitor progress.

  • Coordinate with recruiting function on agent pipeline.

  • End agent engagements for underperforming agents as replacements are identified.

  • Convince agents to invest ahead of growth; painting the picture for growth.

  • Articulate the HM story and value proposition.

  • Influence key decision makers.

  • Deliver HM workshops.

  • Coordinate follow-up and delivery of leads generated.

  • Education & Experience:

  • 5+ years in successful field or agency experience;

  • Licenses: Series 6, 63, 26;

  • Business consulting skills.

In addition, Agent Consultants supporting the Emerging Leaders Agent

Segment will:

  • Open new school buildings in partnership with local agents;

  • Facilitate additional workshops and seminars in school buildings to drive additional opportunity;

  • Connect agent with local opportunity or challenges to appropriate HM support

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


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Agency Consultant

Horace Mann Educators Corporation