Job Description

Adaptive Insurance Agency is seeking a proven and dedicated leader to oversee operations while building and managing a team of licensed insurance agents. The goal of the Agency Principal is to inspire, coach, and develop a high-performing sales team to achieve individual and team revenue goals. This role requires a strategic thinker with strong leadership abilities, comprehensive insurance industry expertise and a collaborative mindset to align insurance offerings with real estate transactions and other client needs.

Principal Duties and Responsibilities 

• Team Development & Networking: Lead a team in building a professional network with referral partners through cold calling, in-person meetings, networking events, and follow-up techniques.
• Sales Coaching: Maximize team performance by teaching best practices in sales (in-person, phone, and email communication) while ensuring integrity in all client interactions.
• Lead Management: Collaborate with the integration team to refine lead source timing and sales outreach processes.
• Staffing & Capacity Planning: Develop a capacity model to ensure adequate staffing levels to provide exceptional customer service in a high-volume lead environment.
• Recruitment & Onboarding: Partner with Talent Acquisition to recruit, interview, and onboard team members to support expansion goals.
• Financial Oversight: Monitor financial performance, prepare reports, and implement strategies to enhance profitability.

The Agency Principal is responsible for meeting monthly quotas based on the team’s tenure. Success is achieved through active guidance, sales process oversight, and facilitating team members’ growth in networking and client acquisition.

Requirements

• Exceptional written and verbal communication 

• Proven ability to thrive in a fast-paced work environment
• B2B or B2C sales experience
• Competitive and results-driven attitude 
• Strong networking and relationship-building abilities
• Problem-solving mindset and adaptability
• Self-motivated, hands-on leader with a self-starter mindset 
• Strong time management, organizational skills, and attention to detail
• Focused on continuous improvement with high integrity and honest communication 

This role is ideal for a dynamic, goal-oriented leader passionate about growing a successful agency while mentoring a high-performing team in a collaborative, results-focused environment. Join Adaptive Insurance and drive success at the intersection of insurance and real estate.

Benefits

• Medical
• Dental
• Vision
• 401k
• PTO/VTO

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