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JOB TITLE: SALES LEADER AGENT (SLA)   
  DEPARTMENT: SALES   
  AREA: OPERATIONS  

DESCRIPTION:  

The Sales Leader Agent is responsible for the execution and effective implementation of commercial strategies with the teams under their supervision, translating the strategic frameworks defined with the Satellite into specific tactics adapted to the particular reality of their empire.  

Their main function is to develop the talent of the FTAs, SAs, and Runners (Agents in training), maintaining daily motivation through close and contextualized leadership, establishing clear and achievable goals, and promoting a culture of high productivity with creative approaches customized according to the specific characteristics of each member of their team. They lead by example, demonstrating in practice the expected behaviors and results.  

They must have the ability to manage and delegate these key corporate values.  

For the Sales Leader Agent, Field Training Agents (FTA), Sales Agents (SA), and Runners (training period of two weeks to one month before becoming SA):  

• Be receptive to coaching.  
• Work ethic, production.  
• Ability to replicate.  
• Administrative analysis, to recognize people who have been in the organization for more than 6 months and look for these characteristics in new agents.  
• Must have the ability to replicate in the FTAs.  
• Establish collective habits and motivate the teams under their supervision.  
• Have knowledge of the ACA law, CMS, and the insurance brands being marketed.  
• Protect the integrity of licensed agents by maintaining constant contact with the legal department and management to supervise compliance with applicable laws.  
• Cover vacancies in the absence of their FTAs, SAs, and Runners.  
• Adapt strategic frameworks from the SAT into customized tactical plans for their empire, maintaining autonomy in implementation methods.  
• Execute and verify action plans with their FTAs, SAs, and Runners.  
• Promote clean desk and security policies.  
• Adjust action plans based on results of follow-up meetings with FTAs, focusing on production.  
• Consolidate performance reports of their FTAs.  
• Consolidate updates, problems, and/or infractions that occur within the FTA teams.  
• Achieve a 7% increase in sales compared to the previous month.  
• Report to their FTAs the returns processed by the post-sales team.  
• Ensure daily the correct organization and structure of digital folders of their entire empire, ensuring that all are adjusted and aligned by the end of each week.  
• Supervise the quality of commercializations through daily random reviews of their FTAs, SAs, and Runners, ensuring compliance with documentation standards and processes.  
• Keep visible the demonstration of their commercial and pedagogical skills throughout the sales floor, being a model of punctuality and personal commitment for their entire team.  

ORGANIZATIONAL LEVEL  

TACTICAL-OPERATIONAL  

SPECIFIC CHARACTERISTICS  

BASIC COMPONENTS:  

• Team leadership skills.  
• Emotional management skills, always maintaining optimism and positivity throughout the team.  
• Customer service skills and training for their FTAs.  
• Personnel selection skills.  
• Assertive communication skills.  
• Sales closing skills (ability to identify potential customers, qualify leads, and close sales).  
• Positive attitude.  
• Knowledge of sales management indicators.  
• Teamwork skills.  
• Organizational skills.  

EDUCATION:  

• Associate degree.  
• Incomplete university studies.  
• Leadership training.  
• Teamwork training.  
• Sales management indicators training.  

TECHNICAL KNOWLEDGE:  

• Proficiency in office tools  

REQUIRED EXPERIENCE:  

• Minimum of 3 months in the company as FTA.  

ORGANIZATIONAL LOCATION  

SUPERVISOR:  

SAT, ADMINISTRATIVE, AND LEGAL DEPARTMENTS  

PEOPLE SUPERVISED:  

• FTAs (Field Training Agents)  
• SALES AGENTS (SA)  
• RUNNERS (Agents in training - period of two weeks to one month)  
• RUNNER AGENTS (RA)  

DIRECT RELATIONSHIP AREAS:  

Post-sales -- Returns Control.  

INDIRECT RELATIONSHIP AREAS:  

General Management, Legal Sub-management, Administrative and Financial Sub-management.  

SPECIFIC COMPETENCIES  

JOB RESPONSIBILITIES  

DAILY 

• Establish collective habits and motivate teams 
• Maintain daily meetings with SAT to ensure compliance with objectives 
• Consolidate performance reports of FTAs and analyze specific areas for improvement 
• Replicate production, motivation, and enthusiasm 
• Cover leadership vacancies in their teams 
• Promote clean desk and security policies 
• Apply sales closing skills as a demonstration to replicate techniques in FTAs, SAs, and Runners 
• Track sales reported by each FTA 
• Answer calls 
• Close sales (complete forms) showing commercial skills to be replicated by the team 
• Send forms, consents, and authorizations via email 
• Follow up with customers 
• Obtain customer references 
• Manage customer database 
• Verify documentation and quality before processing 
• Identify and resolve duplicities within their empire 
• Conduct daily random quality reviews on the commercialization of FTAs, SAs, and Runners 
• Supervise daily the correct organization and structure of digital folders according to the established standard 
• Visibly and constantly demonstrate their commercial and pedagogical skills on the sales floor 
• Model punctuality behaviors and personal commitment to be replicated by their team 

WEEKLY :

• Adapt strategic frameworks from the SAT into customized tactical plans for their empire 
• Consolidate incidents, problems, or infractions within FTA teams 
• Adapt and manage changes in the script 
• Develop and test creative incentive methods adapted to the characteristics of their team 
• Conduct more extensive documentary quality audits on selected cases 
• Ensure that all digital folders and documentation of their empire are completely adjusted and aligned 

BIWEEKLY :

• Adjust action plans based on results of follow-up meetings with FTAs 
• Constant product updates 
• Review the general structure of folder organization and propose improvements if necessary 

MONTHLY 

• Verify action plans with SAT - FTA 
• Conduct comprehensive evaluation of the documentary quality of the entire empire 

OCCASIONAL 

• Request written approval from the SAT to transfer a SA