Direct Agent Strategy & Recruitment Manager - Hybrid - Must live in Orange, CA

Job Responsibilities

• Achieve direct agent recruitment and engagement goals through development and oversight of direct agent recruitment strategy
• Build a simple and efficient direct agent onboarding process
• Manage direct agent recruitment vendors and overall execution of recruitment marketing tactics
• Work closely with sales market leaders (Regional Sales Directors, Regional Sales Managers & Broker Account Managers) to develop direct agent recruitment plans tailored to market needs and growth opportunities
• Monitor and report on direct agent recruitment activities, onboarding results, and engagement metrics
• Propose changes and enhancements to overall direct agent value proposition
• Build meaningful relationships with new and existing direct agents to promote meaningful transition of daily sales oversight at a sales market level
• Grow direct agent channel unique seller and average application across all sales markets
• Foster and communicate direct channel success proof points
• Provide consultative feedback around competitive landscape and SWOT with sales leadership team
• Proactively manage DER outlier direct channel agents across all sales markets in coordination with local sales leadership
• Identify, measure, and evaluate direct channel agents with largest books-of-business to increase retention rates and persistency
• Other duties and projects not listed above

Supervisory Responsibilities

• Oversees assigned staff. Responsibilities include recruiting, selecting, orienting, and training directly contracted independent agents, coordinating and assigning action plans, planning, monitoring, measurement, and appraising job results, coaching with internal matrix co-workers, counseling, coaching, and performance management with direct agents and internal matrix co-workers.

Job Requirements

• 5 – 8 years of relevant experience
• Strong knowledge and understanding of the CMS Marketing Guidelines
• Minimum of 2 years general sales experience, clinical outreach, or community outreach
• Minimum of 2 years of people-management experience
• Medicare knowledge and/or health insurance background preferred
• Experience in talent acquisition, recruitment marketing, or agent/broker recruiting strongly preferred
• Experience designing or improving onboarding programs or recruitment processes
• Experience partnering with sales leadership or supporting sales-driven organizations
• Experience managing external vendors, agencies, or third-party partners

Education

• Required: Bachelor’s degree preferred

Training

• Required: AHIP and Medicare carrier annual certification

Specialized Skills

• Extremely organized, detail driven and a self-starter
• An innovative and effective leader with the ability to motivate direct team, community affiliates, and influence relationships
• Strong analytical skills with experience using data to drive decisions and report performance
• Excellent public speaking and presentation skills
• Strong relationship-building and stakeholder management skills
• Ability to influence without authority across multiple markets
• Exceptional computer skills (Word, Excel and PowerPoint)

Licensure

• Required: Current and active life insurance license within respective selling state

Essential Physical Functions

• Regularly required to talk or hear
• Regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms
• Frequently lifts and/or moves up to 10 pounds
• Specific vision abilities required by this job include close vision and the ability to adjust focus

Pay Range

$113,332.00 - $169,999.00