Assistant Retail Sales Leader - Clearwater/Palm Harbor, FL

Auto Club Group
Clearwater, FL
30+ days ago
Auto Club Group
Auto Club Group

Job Description

Job Description

The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 13+ million members and customers across 14 states and 2 U.S. territories through the AAA, Meemic and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.

Primary Duties and Responsibilities (details of the basic job functions):
Assist the Retail Sales Leader in driving sales and service goal achievement across all ACG product lines within the assigned geography. Develop plans to execute day-to-day transactions to ensure successful branch operations. Assist in the development, implementation and monitoring of annual operation strategies and growth initiatives. Accountable for support the attainment of agency, product, revenue, and service goals for assigned retail locations by coaching and developing captive agents and branch staff. Support the analysis of local sales markets and the execution of business plans designed to grow, protect and diversify relationships with current and potential customers. Responsible for assisting the Retail Sales Leader in the management of headcount and net gain for all positions in assigned geography, helping to ensure there is an adequate amount of resources in each role measured against headcount plans.

Ensure in-depth understanding of all company and line of business policies and procedures. Participate in ACG’s Field Leadership Development Program and complete all required curriculum in communicated timeframe according to program guidelines. Build relationships and interacting with line of business partners from travel, membership and financial services to increase understanding of products and services offered. Maintain a solid understanding of all branch level operations (facilities, cash management). Maintain ongoing knowledge of regulatory changes that may affect sales and service.

Work with Human Resource and other necessary departments to onboard new sales agents and member service representatives. Conduct site visits to connect with agents and address all training, operational and sales needs. Provide input and guidance on the dynamics of assigned insurance or travel products/services, discount utilization and operational support areas associated with products and services offered. Coach agents in compensation, bonus and sales excellence opportunities. Collaborate with and guide agents on identifying and cultivating cross-selling opportunities. Analyze sales activity of assigned agents to identify opportunities for improvements. Utilize appropriate lead management, marketing resources, results from site observations and activity reports to develop and update action plans to maximize insurance sales/revenue on a regular basis. Ensure that assigned agents and locations are following appropriate processes and procedures. Communicate issues and concerns to assigned Retails Sales Leader to ensure appropriate response. Provide input into agent performance reviews.

Execute or coordinate the execution of various operational activities (field control audits/reviews, inspections, etc.). Liaison with Field Controls, Audit and other department involved in monitoring field activities. Handle customer appeasements and address other issues when necessary.

Keep current on community activities, trends and competitive environments. Support various product and membership promotional campaigns to ensure meeting sales goals. Provide on-site support to local events and activities. Initiate, develop, execute and monitor projects as assigned. Maintain project documentation and provide updates to management on a periodic basis.

Supervisory Responsibilities:

Preferred Qualifications:
  • Bachelor degree in Business Management, Marketing or a relevant field
  • Leadership experience to include:
  • Motivating and developing sales and service employees
  • Developing and managing effective local sales business plans
  • Review and analyze profit and loss statements
  • Managing sales location(s)
Knowledge and Skills:
Knowledge of:
  • The Auto Club Group’s products and services
  • Sales techniques and coaching sales and/or retail personnel
Work Environment:
  • Work in a temperature controlled office environment
  • Extensive travel required with exposure to road hazards and temperature extremes, including overnight travel
  • Willingness to work irregular hours


Required Qualifications (these are the minimum requirements to qualify):

  • High School Diploma or equivalent
  • Possession of a valid State Driver’s License
  • Currently hold or able to attain and maintain appropriate State Property & Casualty licenses within timeframe designated by ACG leadership
  • May be required to attain appropriate State Life Sales licenses within timeframe designated by ACG leadership
  • Two years of experience in a Property and Casualty field operations environment to include some or all of the following:
    • Assisting in the management of multiple sales locations
    • Developing sales agents, membership servicing and/or support staff
    • Selling insurance through the captive agent channel to include developing, tracking, following-up on and closing leads
    • Reporting and analytics
    • Identifying opportunities for growth and advancement
    • Understanding, anticipating and reacting to market changes
    • Demonstrating strong sales/marketing and prospecting skills
    • Demonstrating strong interpersonal, and communication skills

Knowledge of:
  • Captive agent insurance sales channel operations
  • Insurance and financial products, services and regulations
  • Sales techniques and delivery systems
  • Business drivers, marketing concepts, managing P&L and operational processes (i.e., in-bound/out-bound call strategy)
  • Techniques used to:
    • Influence and persuade others
    • Select, develop and coach captive and non-captive sales agents
    • Motivate and reward a successful sales team

Ability to:
    • Develop sales goals for agents/sales staff
    • Coach, mentor, assist in performance management initiatives to enable employees and sales agents to successfully meet goals
    • Assist in the development of successful workforce management structures/resource allocation
    • Assist in the achievement of customer retention and satisfaction goals
    • Handle customer appeasements and resolving other customer issues
  • Handle necessary administrative processes and systems to support a sales operations
  • Assist with budget, expense control and cash flow management
  • Participate in company approved training program
  • Effectively communicate with employees in order to share complex information in a clear and understandable manner

The Auto Club Group offers a competitive compensation and benefits package including a base salary with performance based incentives; medical/dental/vision insurance, 401(k), generous time off, a complimentary AAA Membership and much more!

Important Note: The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.

The Auto Club Group, and all of its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.


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