Lee Matthis
Field Manager at Bankers Life
- Role
- Field Manager - Financial Professional, Insurance Producer at Bankers Life
- Location
- Myrtle Beach, US
- LinkedIn followers
- 500 followers
About Lee Matthis
I\'m looking for a business partner to help me service a growing market of clients…
Experience
Field Manager - Financial Professional, Insurance Producer
Aug 2016 — Present
Responsible for training new agents to be independent retirement advisers and insurance professionals. Leading and managing a team of sales agents to produce consistent results and targeting company initiatives, holding regular meetings with my team to celebrate wins and identify areas for improvement and coaching opportunities. Conducting group career briefing presentations to recruit new agents, leading office-wide training events both on virtual conference calls and during regional meetings at a group setting, providing hands-on coaching and development to both new agents and senior leadership. Developing new presentations and training programs. Selling a wide array of insurance and financial products to a targeted market, identifying prospects, booking appointments to conduct fact finding interview and presenting recommended solutions on a need-based model. Servicing existing clients and adapting strategies to their changing needs. Participating in regional managers\' meetings and national conferences to brainstorm strategies to increase sales and agent productivity through demonstrated training, role playing, and in-field experience, then executing these initiatives to achieve set goals.
Education
University of North Carolina at Wilmington
N/A
2012 — 2015
Harrells Christian Academy
High School Diploma (NC Scholar)
2004 — 2012
Skills
- Sales Management
- Organizational Leadership
- Technology Integration
- Life Insurance
- Sales Process
- Leadership
- Non-Profit Leadership
- Event Planning
- Social Networking
- Social Media Marketing
- Team Leadership
- Medicare
- Training
- Customer Satisfaction
- Insurance
- Communication
- Photoshop
- Research
- Account Management
- Health Insurance
- Sales Operations
- Customer Retention
- Direct Sales
- Retirement Planning
- Management
- Team Building
- Sales Prospecting
- Strategy
- Strategic Planning
- Hospitality Service
- Public Speaking
- Mobile Devices
- Writing
- Customer Experience
- Inventory Management
- Business-to-Business (B2b)
- Customer Service
- Social Media
- International Relations
- Time Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.