SATELLITE (SAT) / AGENT (NPN)

Inspection and Control

• Responsible for the detailed inspection of sales, determining commissions for SLAs, FTAs, and SAs.
• Maintains centralized control of all customers commercialized on the floor to prevent duplications.
• Safeguards compliance with corporate standards and insurance regulations.
• Consolidates the quality carried out by subordinates (SLA over their empires and FTA over their SAs).

Strategic Facilitation and Regulatory Compliance

• Develops strategic frameworks for SLAs' activities, providing clear direction while allowing flexibility.
• Facilitates the replication of best practices, continuous motivation, and refinement of commercial scripts.
• Implements games and motivational strategies globally, maintaining a holistic vision to detect emerging trends.
• Ensures all sales activities comply with U.S. insurance regulations, protecting the organization and its customers.

External Coordination and Licensing Responsibility

• Manages relationships with third parties, insurance carriers, and regulatory bodies.
• Acts as a high-level commercial representative for external coordination matters.
• Maintains an active insurance license in good standing and assumes legal responsibility for all sales conducted under their NPN number.
• Ensures compliance with state and federal regulations.

Organizational Level Tactical-Synergistic Characteristics

• Team leadership skills.
• Emotional management skills, maintaining optimism and positivity.
• Customer service skills and training for FTAs and SLAs.
• Personnel selection skills.
• Assertive communication skills.
• Sales closing skills (identifying potential customers, qualifying leads, and closing sales).
• Positive attitude.
• Teamwork skills.
• Organizational skills.
• Product knowledge.
• Computer skills.
• Multitasking skills.
• Innovation skills.
• Team management skills.
• Sales management indicators.
• Leadership.
• Problem-solving.
• Regulatory compliance.
• Insurance licensing knowledge.

Job Responsibilities

• Daily tasks include establishing collective habits and motivating teams, maintaining daily meetings, consolidating performance reports, and tracking sales.
• Weekly tasks involve leading the development of strategic frameworks, managing changes in commercial scripts, and conducting predictive analysis.
• Bi-weekly tasks include adjusting action plans based on follow-up meetings and evaluating performance metrics by empire.
• Monthly tasks involve verifying action plans, auditing global compliance, and completing regulatory reporting.