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Business Consultant
Business ConsultantJ To Insurance Agency Inc • San Diego, CA, US
Business Consultant

Business Consultant

J To Insurance Agency Inc • San Diego, CA, US
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Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Employee discounts
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Overview :

Are you an experienced business coach with a passion for driving growth and success? Join our team as a Business Consultant and work directly with Farmers Insurance agency owners to help them achieve their business goals. In this role, you'll work a regional District Office to provide guidance, training, and support to new and established agency owners, aiding them in developing effective business plans and strategies. Your expertise in sales and communication and your positive, outgoing personality will be key to building success and profitability.

Key Responsibilities :

District Operations

  • Collaborate closely with the District Manager to achieve district revenue goals.
  • Manage sales operations and maintain comprehensive sales reports.
  • Assist in daily district operations and the onboarding of new agents.
  • Understand the Farmers Insurance Agency Ownership opportunity and identify ideal candidate qualities.
  • Utilize and develop training programs to enhance agent productivity and profitability.
  • Support new agents with business planning, office setup, and effective marketing systems.
  • Conduct performance reviews and help agents strategize to reach their goals.

    • Agency Support

  • Evaluate agency progress, offer guidance, and make recommendations for improvements.
  • Visit agent offices to provide training and support to their offices.
  • Monitor and drive productivity and profitability growth.
  • Inform agents about company policies, practices, and procedures.
  • Recognize outstanding agent achievements and address areas needing improvement.
  • Identify underperforming agencies and develop corrective plans.

    • Skills and Abilities :

  • Business Acumen : Strong background in business ownership or management, preferably in sales or insurance / financial services.
  • Problem Solving : Ability to help agency owners set goals and develop actionable strategies.
  • Coaching : Build strong relationships and inspire agents across various personality styles.
  • Time Management : Prioritize activities to maximize agency and district growth.
  • Drive and Productivity : Proactively prepare for challenges and take initiative without supervision.
  • Teamwork : Accept feedback and collaborate effectively with others.

    • Qualifications :

  • Bachelors degree or higher.
  • Successful background check.
  • Proficiency in computer use.
  • Strong oral and written communication skills.
  • Experience in sales, business consulting, and / or insurance.
  • Ability to pass Property & Casualty and Life, Accident & Health license exams.

    • Compensation :

  • Competitive salary with experience starting at $60,000 to $70,000, plus bonuses.
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    Consultant • San Diego, CA, US

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