Remote Retirement Plan Manager Jobs in Appleton, WI

** IN house or Remote**

You can have everything in life you want if you will just help enough other people get what they want. Zig Ziglar said it. We live it. And we are looking for a Sales Manager who believes it all the way down.

Fallon Insurance Agency is a AAA Entrepreneurial Agency protecting families across Wisconsin, Minnesota, Iowa, Illinois, Indiana, and Nebraska. We are a home first, bundle focused phone sales operation with a remote team that shows up on a live sales floor every single day. We are Guardians, not order takers. We believe covered should actually mean covered, and we believe trust closes business long before price ever does.

Here is what makes this seat different, so please read it closely.

You will not be handing your producers a login and a video library. You will be the training. You will teach quoting live, on a screen share, with real households in front of you. You will teach memberships, the AAA credit card, Select Home, Select Auto, and umbrella out of your own reps, not out of a slide deck. Our producers will learn this business the way you learned it, from a person who has done it.

That means this role is only for someone who has actually sat in a AAA seat and written the business. If you have, you are going to love the freedom here. You will own the floor, you will own the training, and you will report directly to the agency owner with no layers in between.

If you have ever stayed on the line twenty minutes past quitting time because a producer was one call away from finally getting it, we should talk.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Train the team personally

Teach live quoting on screen share: Select Home, Select Auto, umbrella, and membership together in one flow

Teach the AAA Cashback Visa conversation and the membership tier conversation from your own experience

Build and lead new producer fast start training so a new hire is quoting inside of week one

Assign and verify AAA compliance modules, which remain required

Run the daily rhythm of the sales floor

Lead the morning huddle with energy, focus, and clear daily targets

Run midday check ins so problems get caught while there is still day left to fix them

Close each day with a recap against leading indicators and tomorrows numbers

Coach producers to a number

Review recorded calls and coach to the exact moment the call broke down

Run roleplay on openings, discovery, objections, the card ask, and the close

Maintain individual scorecards and hold weekly one on ones

Spot a struggling producer early and put them on a clear, documented path back

Celebrate wins out loud and correct privately, always with respect

Own the production number

Carry the teams monthly written premium goal and each producers path to $40,000+

Drive bundling, membership placement, credit card enrollment, and life and mortgage protection conversations into every household

Watch quote volume, close ratio, follow up discipline, and pipeline health daily

Hold the standard on same day AgencyZoom documentation

Build the bench

Help interview, onboard, and ramp new producers

Contribute to the playbooks and training curriculum

Protect the culture, the standard, and the tone of the floor

Required, no exceptions

Direct hands on experience inside AAA as an insurance agent, sales agent, or sales leader

Proven experience quoting AAA personal lines home and auto in AAA Insurance Link

Working command of AAA membership tiers and how to sell them

Experience selling and enrolling the AAA credit card

Proficiency in Salesforce and the AAA Point of Contact membership system

Demonstrated ability to train other people on all of the above, live, without relying on the AAA video library

Proven experience leading huddles, coaching calls, and managing producers to a written premium goal

Strongly preferred

Active Property and Casualty license, willingness to get your non resident licenses in WI, MN, IA, IL, IN, and NE, which we reimburse

Experience managing a remote sales team

Familiarity with AgencyZoom or a comparable CRM

Experience with power dialers and high volume outbound phone sales

Who you are

Relationship first. You believe people buy from people they trust.

Coachable yourself. You take feedback as well as you give it.

Accountable. You do not need to be chased, and you do not chase. You lead.

Positive by default, and honest when it counts.