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Globe Life

Executive Sales & Agency Support Admin (FHD)

Posted 2 Days Ago
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In-Office
McKinney, TX
Senior level
In-Office
McKinney, TX
Senior level
Provide high-level administrative and strategic support to the Sr. Director of Field Development and Divisional VPs, managing calendars, communications, meetings, budgets, sales reporting, incentive forecasting, and event logistics. Prepare presentations, financial analyses, and reports, liaise with internal teams, support acquisition due diligence, improve processes, and ensure confidential, audit-ready documentation to enable executive sales leadership.
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At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview:

Could you be our next Executive Sales & Agency Support Admin (FHD)? Globe Life is looking for an Executive Sales & Agency Support Admin (FHD) to join the team!

This role is responsible for providing high-level administrative and strategic support to the Sr. Director of Field Development and four Divisional Vice Presidents (DVN VPs) in the FHD organization. Serving as a trusted partner and key point of contact, this role exercises discretion and independent judgment in managing sensitive matters, prioritizing tasks, making operational decisions, managing incentive and event budgets, and preparing reports that influence business decisions. The position ensures organizational effectiveness by anticipating needs, balancing multiple priorities, and representing the DVN VPs in internal and external interactions, enabling executive sales leadership to focus on strategic growth initiatives.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do:

  • Executive Calendar & Schedule Management: Manage calendars, contacts, and travel logistics for Sr. Director of Field Development & DVN VPs; exercise independent judgment in prioritizing schedules, resolving conflicts, and determining which meetings require direct executive attention; anticipate needs and adjust schedules to maximize productivity.
  • Executive Communication & Representation: Represent executives in communications and meetings, making commitments and responding to inquiries; serve as liaison between executive sales leadership and other departments; prepare presentations, reports, and executive communications with strong verbal and written skills.
  • Meeting & Event Coordination: Plan and support execution of Agency Owner Meetings, Summit Meetings, and Virtual Meetings; coordinate briefing materials and meeting logistics; coordinate sales meetings, training events, and leadership sessions; provide hands-on in-office support, welcoming and directing visitors, new hires, and deliveries.
  • Document & Presentation Preparation: Prepare Word, Excel, and PowerPoint presentations, agendas, reports, and special projects supporting organizational objectives; prepare and review reports that identify trends, risks, and opportunities to support executive decision-making.
  • Financial Management & Budget Tracking: Oversee expense reporting and administrative processes for Sales Division leadership team; manage department budget and prepare financial summaries and reports; reconcile sales incentive accruals against actual payouts; conduct monthly variance analysis and prepare quarterly budget forecasts; develop predictive models for sales incentive budget forecasting; maintain audit-ready documentation for all incentive calculations and payments.
  • Sales Reporting & Analysis: Manage monthly and quarterly reporting; track, forecast, and report on sales initiatives for Division Vice Presidents; become competent with Globe IQ to generate sales reports and dashboards; track key performance indicators (KPIs) with financial implications; monitor project timelines and flag potential issues or risks.
  • Strategic Business Support: Facilitate business case development for new sales initiatives; support acquisition due diligence by compiling financial data and analysis; prepare ad-hoc financial analysis to support strategic decision-making; responsible for acquisition planning activities, tracking, and documentation.
  • Sales Operations & Campaign Support: Support communication between sales leadership and field teams; assist with sales campaign coordination and promotional material distribution; track and report on incentive program effectiveness and cost efficiency; coordinate with Finance and Payroll on incentive payment processing.
  • Process Improvement & Administrative Excellence: Review and prioritize requests and information, determine appropriate actions, and ensure timely responses; revise and improve administrative and event-planning processes to enhance efficiency and collaboration; exercise discretion, confidentiality, and sound judgment in handling executive-level matters; demonstrate flexibility to adjust to shifting business needs, including occasional travel and work outside normal hours.
  • Other duties and projects as assigned by leadership.

What You Can Bring:

  • Bachelor’s degree in business administration, finance or related field or equivalent relevant work experience.
  • 5+ years of executive administrative support experience, preferably supporting C-level or VP-level executives
  • 3-5 years working with Insurance sales
  • Demonstrated ability to act with discretion, make independent decisions, and influence leadership efficiency through strategic administrative support.
  • Advance experience working with budget management
  • Project Management background a plus
  • Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and collaboration tools (Teams,
  • SharePoint).
  • Ability to be highly organized, adaptable, self-motivated, and dependable with a strong sense of ownership and accountability.
  • Proficiency with CRM platforms (Salesforce, HubSpot), Microsoft Office Suite, and expense management systems
  • Strong organizational skills with ability to manage multiple priorities and deadlines
  • Excellent written and verbal communication skills
  • Advanced experience with budget tracking and financial reporting
  • Proven ability to handle confidential information with discretion
  • Experience in insurance, financial services, or sales environment

Applicable To All Employees of Globe Life Family of Companies:

  • Reliable and predictable attendance of your assigned shift.

  • Ability to work full time and/or part time based on the position specifications.

How Globe Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

  • Competitive compensation designed to reflect your expertise and contribution.

  • Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.

  • Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.

  • Paid holidays and time off to support a healthy work-life balance.

  • Parental leave to help our employees welcome their new additions.

  • Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.

  • Company-paid counseling for assistance with mental health, stress management, and work-life balance.

  • Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.

  • Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

Top Skills

Microsoft Word,Microsoft Excel,Microsoft Powerpoint,Outlook,Microsoft Teams,Sharepoint,Salesforce,Hubspot,Globe Iq,Expense Management Systems,Crm Platforms

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