Agency Sales Manager

About the role

We're hiring an Agency Sales Manager to lead the recruiting, onboarding, training, and ongoing development of our independent agent network. This is a player-coach role: you've sold insurance yourself, know what makes a great agent successful, and genuinely enjoy helping others reach the same level. You'll own the full agent lifecycle — from sourcing new producers, to getting them appointed and producing, to coaching them through the realities of selling Medicare and ACA in today's market. As iHealth Agents scales, this position is the natural path to Sales Director for the right person.

Responsibilities

• Recruit and onboard new agents:
  • Source independent agents through LinkedIn, industry events, agent referrals, and existing networks like online forums and prospect newly licensed agents lists.
  • Vet candidates for production potential, compliance fit, and cultural alignment.
  • Walk new agents through contracting, carrier appointments, E&O verification, and CRM access.
  • Set new agents up for first-90-day success with structured onboarding and clear production milestones.
• Train and develop the team:
  • Run weekly or bi-weekly group training sessions on product knowledge, quoting platforms, sales tactics, compliance, and best practices.
  • Build out a library of training content (recorded sessions, written guides, scripts) for asynchronous onboarding of new agents.
  • Provide 1:1 coaching for agents who need it — especially newer producers and those underperforming relative to potential.
  • Stay current on Medicare/ACA regulations, carrier product changes, and quoting platform updates so the team has accurate guidance.
• Coach, motivate, and support producers:
  • Be the first call when an agent has a tough client situation, a quoting question, or a compliance concern.
  • Conduct ride-alongs and listen-ins (with permission) to identify coaching opportunities.
  • Run regular pipeline reviews with key agents to keep momentum on opportunities.
  • Maintain agent motivation through recognition programs, leaderboards, contests, and consistent communication.
  • Identify and remove friction points that block agent productivity — escalate to leadership as needed.
• Drive measurable team performance:
  • Own team production targets and report against them monthly to leadership.
  • Use the iHealth CRM (Zoho) to track recruiting pipeline, agent activation, and ongoing production trends.
  • Identify underperforming agents early and either coach them up or off-board them respectfully.
  • Partner with operations and compliance to keep the agent experience smooth and the agency in good standing.
• Carry production during peak season and master the tools:
  • Personally sell Medicare and ACA policies during peak enrollment periods (AEP/OEP) to absorb lead overflow, keep response times fast, and make sure no opportunity goes unworked.
  • Become fully fluent in the iHealth CRM (Zoho) and the agency's quoting engines early in your tenure, and stay current as those platforms change — so you can both produce yourself and coach others with credibility.
  • Lead by example — model the workflow, scripts, and quoting standards you expect from the agents you train.

Requirements

• 3+ years in the insurance industry with deep familiarity in Medicare (Med Supp, MAPD, PDP) and ACA / Under-65 markets.
• Active resident health/life insurance license in good standing in at least your home state, and willingness to obtain nonresident licenses in 5+ additional states within the first 90 days.
• 2+ years of personal production as an insurance agent — you've sold real policies to real clients and understand the work.
• 2+ years recruiting, onboarding, or training other agents in an FMO, IMO, agency, or carrier setting.
• Demonstrated ability to coach others to higher performance — ideally with measurable results you can point to.
• Self-directed and accountable in a remote work environment.
• Strong written and verbal communication. You'll be on Zoom, on the phone, Slack, and in writing constantly.
• Willingness and ability to personally sell Medicare and ACA policies during peak enrollment periods to absorb lead overflow — this is a player-coach role, not a desk-only one.
• Ability to ramp quickly and self-sufficiently on the iHealth CRM (Zoho) and the agency's quoting engines. Prior Zoho experience is not required, but you must be comfortable learning new tools fast and using them daily.

Qualifications

• Strongly Preferred:
  • Top-producer recognition in your producing years (President's Club, top-X% at your agency, MDRT, or equivalent).
  • Experience using a modern CRM (Zoho, Salesforce, HubSpot, AgencyBloc) for pipeline management, not just contact storage.
  • Fluency in major quoting platforms (HealthSherpa, ConnectureDRX, Sunfire, AGA, eHealth).
  • Established relationships with major carriers (UHC, Humana, Aetna, BCBS, Cigna, etc.) for facilitating appointments.
  • Already holding active nonresident licenses in multiple states — a head start on the multi-state requirement above.
  • Current AHIP certification and FFM/Marketplace certification.
  • Bilingual (English/Spanish) is a meaningful advantage given our market mix.

The Person Who Will Thrive Here

• You think like an owner, not an employee. You'd build this role even if no one was watching.
• You enjoy teaching and developing others. Watching someone you onboarded close their first big policy genuinely energizes you.
• You're comfortable with ambiguity. Independent agencies move fast and write the playbook as they go — you can build in real-time.
• You're technology-comfortable. You don't need to be a developer, but you'll spend significant time in CRM, Slack, and quoting platforms.
• You're honest about what works and what doesn't. We don't want yes-people — we want someone who'll push back when our approach is wrong.

Benefits

• You're joining at a pivotal growth stage where you can shape the agent experience from the ground up.
• Modern infrastructure: we're investing in CRM, automation, and agent tools — you won't be fighting outdated systems.
• Clear runway to Sales Director as the team and agency scale.
• Direct line to leadership. Your ideas get heard and acted on, not buried in committee.
• 100% remote work with flexible scheduling, structured around results not hours.
• Our culture is centered around The Liberty Company's mission of Promoting Peace of Mind with Great Care and living out our core values through teamwork, kindness, integrity, excellence, and continuous growth.

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. We pursue people who value integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun. Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. We recognize that our industry has more work to do in advancing diversity and inclusion, and our dream is to become the north star others can look to for direction as we advance together.