AGENT MANAGER JOB DESCRIPTION

An Agent Manager in residential real estate brokerage holds a distinct mandate: keeping a licensed agent roster productive after the recruiting work is done. The role owns the post-onboarding relationship, managing commission tracking, MLS compliance, and DRE regulatory adherence for a portfolio of agents who depend on day-to-day operational support to close business. Where a Real Estate Sales Manager focuses on pipeline and quota performance, this role focuses on retention, adoption, and infrastructure. Agents who lack this support miss onboarding deadlines, fall out of MLS compliance, and disengage from the brokerage platform.

As the Agent Manager, you are accountable for the full operational and relationship lifecycle of a brokerage's agent roster, from initial onboarding through ongoing support, compliance, and platform adoption. You work within the Operations team, partnering with marketing, sales leadership, and specialty functions to deliver the infrastructure and responsiveness that keep licensed agents engaged and performing.

• Career Impact: Mastery of DRE compliance requirements and MLS platform operations builds a rare combination of regulatory knowledge and agent relationship management that commands respect across residential brokerage operations.
• Business Impact: When agent onboarding stalls or commission tracking breaks down, agents disengage, and broker revenue suffers; this role is the operational anchor that prevents both outcomes.
• Growth Opportunity: The breadth of exposure across compliance, CRM administration, marketing support, and agent success strategy creates a direct path toward Operations Director or Regional Agent Experience roles within a growing brokerage or proptech organization.

• Own the end-to-end agent onboarding process, from initial welcome through MLS and association paperwork completion.
• Maintain the commission tracking platform and prepare accurate monthly commission breakdowns for sales managers and executive review.
• Manage MLS access and perform regular updates in compliance with DRE, real estate association, and MLS regulations.
• Drive agent adoption of brokerage technology and programs through one-on-one support sessions, strategic recommendations, and group training.
• Serve as the primary point of contact for agent questions and escalations across product, operations, and enterprise systems.
• Partner with the marketing department and specialist teams to fulfill agent marketing requests, including listing presentations and collateral.
• Maintain the CRM alongside the operations team and generate monthly performance reports for leadership analysis.
• Coordinate with recruiting and management on agent appointments, onboarding logistics, and ongoing license and insurance certificate records.

• Bachelor's degree in Business, Communications, or a related field, or equivalent work experience.
• 2 or more years of experience in customer service, operations, or agent support within a real estate or proptech environment, with demonstrated ability to manage a high-touch portfolio independently.
• Familiarity with MLS platform operations and real estate association membership requirements.
• Understanding of DRE licensing regulations and compliance obligations applicable to agent records and paperwork.
• Strong organizational skills with the ability to manage competing priorities across a large, active agent roster.
• Effective written and verbal communication skills with demonstrated ability to build credibility with agent decision-makers.
• Experience delivering one-on-one and group training on technology products or operational programs.
• Proven ability to maintain composure and deliver solutions in high-volume, time-sensitive environments.

• Prior experience at a residential real estate brokerage or proptech platform in an agent-facing operations role.
• Exposure to CRM administration, including record management, workflow configuration, and reporting.
• Active real estate license or coursework toward licensure.
• Bilingual proficiency, particularly in Spanish, given the diverse agent populations served across major metro markets.

• Agent onboarding completion rate measures the percentage of new agents fully activated within the target window.
• MLS compliance error rate per reporting cycle, reflecting the accuracy of platform maintenance and regulatory adherence.
• Agent retention rate across the managed portfolio indicates the depth of relationship management over time.
• Commission breakdown accuracy rate, measuring error-free submission as a percentage of total monthly reports.
• Technology and program adoption rate among assigned agents, tracked against brokerage engagement benchmarks.
• Typical tools: CRM platforms (commonly Salesforce or similar); MLS systems (commonly Matrix or Paragon); productivity suites (commonly Microsoft 365 or Google Workspace).

• Base Salary Range: $55,000 to $75,000 annually, varying by market and brokerage size
• Bonus: Performance-based bonus of 5 to 10% tied to agent retention and adoption metrics
• Equity: Uncommon at this level; available at select proptech-backed brokerages
• Health Benefits: Medical, dental, and vision coverage standard; employer contribution varies
• PTO: 15 to 20 days annually, plus standard federal holidays
• Common Perks: Mileage reimbursement for office visits; real estate licensing support; technology stipend

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for all positions using this template. Employment is contingent on successful completion of a background check, which may include verification of prior real estate industry affiliations and licensing history, given the compliance-sensitive nature of this role. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to qualified individuals with disabilities throughout the application and employment process.

The Agent Manager owns the agent relationship lifecycle within the Operations team, serving as the primary point of contact for onboarding, commission tracking, and MLS management while ensuring compliance with DRE and real estate association regulations. Reporting to senior leadership and collaborating closely with the marketing department and operations team, this role builds the support infrastructure agents rely on to grow their business.

Key Responsibilities

• Act as the primary relationship manager and point of contact for agents, solving problems and escalating as needed.
• Liaise with the marketing department on agent-related matters.
• Welcome new agents and support them throughout the entire onboarding process.
• Increase agent awareness of available offerings.
• Ensure day-to-day high-priority issues are resolved thoroughly with a strong customer-service mindset.
• Maintain the commission tracking platform and prepare and submit commission breakdowns.
• Maintain the CRM alongside the operations team.
• Generate monthly reports for analysis by sales managers and the executive team.
• Manage the Multiple Listing Service and perform regular updates.
• Ensure adherence to local rules and regulations set by the DRE, real estate associations, and MLS.
• Complete facility management tasks, including office and business supply orders, equipment troubleshooting and repair coordination, liaising with building management, and overseeing general office appearance and maintenance.
• Maintain business records, including preparing and processing new real estate association and MLS paperwork, licenses, and insurance certificates.

Required Qualifications

• Bachelor's degree preferred.
• Minimum 1 year of real estate industry experience preferred.
• Customer service background required.
• Experience with CRM software and MLS platforms preferred.
• Exceptional organisation and time management skills, with the ability to juggle multiple competing priorities while maintaining ownership of projects.
• Strong written, verbal, and interpersonal communication skills with an exceptional customer service attitude.
• Proven ability to gain trust and respect by consistently demonstrating sound critical-thinking skills and maintaining composure in stressful situations.

Embedded within the Operations team, the Agent Manager leads the local field sales strategy for a designated service area, driving representatives to build their book of business through coaching, lead generation, and performance management. Working closely with internal business partners and senior management, this role shapes the market business strategy and directly enables the organization to achieve and exceed new sales Plan goals.

Core Functions

• Develop, motivate, and evaluate a sales team with a focus on lead generation, conversion rates, community and provider development, sales techniques, compliance, and performance goals.
• Be visible and available to staff to answer questions, evaluate results, and resolve escalated calls.
• Provide ongoing, consistent feedback via formal one-on-one meetings.
• Drive team usage and understanding of systems, policies, programs, and procedures.
• Manage and monitor daily workflow and reporting to ensure business objectives are maintained and accurately reported.
• Develop and maintain strong collaborative relationships with internal business partners and external key contacts to drive additional lead generation and sales opportunities.
• Use reporting tools, product knowledge, and sales strategies to coach, mentor, and motivate sales agents.

Qualifications & Experience

• Minimum 5 years of work experience, including at least 1 year of management experience.
• Valid Health Insurance Producer Licence to sell Medicare products required.
• Community outreach and training background required.
• Demonstrated ability to achieve and exceed plan sales goals.
• Ability to travel locally to designated service areas.
• High level of interpersonal skills to handle sensitive and confidential situations and information.
• Bilingual fluency in English and Spanish required.
• Strong analytical, critical-thinking, and organisational skills.
• Strong written and oral communication skills.
• Strong time management and organisation skills.
• Valid driver's licence, reliable transportation, and insurance required; mileage reimbursement provided.

Reporting to the First Line Manager, the Agent Manager delivers end-to-end Transfer Agency operations, including KYC and AML document processing, cash reconciliation, and transaction settlement for investor accounts. Partnering with the Compliance Manager and Senior Management on escalated matters, this role strengthens the department's capacity to meet qualitative and quantitative targets while maintaining full regulatory compliance.

Primary Duties

• Manage new client migration and de-conversion.
• Prepare, request, and analyse KYC and AML documents in line with legislation and procedure.
• Develop the Transfer Agent department and coach and train subordinates to reach qualitative and quantitative targets.
• Discuss with the First Line Manager, Compliance Manager, and Senior Management any issues requiring escalation, including AML and KYC matters.
• Generate and send reports relating to transaction processing and all Transfer Agent activities.
• Conduct cash reconciliation.
• Receive, execute, and settle incoming subscriptions and redemptions.
• Set up and update various systems regarding investor data.
• Manage customer queries and complaints relating to all activities.
• Respond to internal and external inquiries via telephone, fax, and email.

Skills & Qualifications

• Bachelor's degree in law, finance, or an accounting-related field preferred, or equivalent work experience.
• Relevant AML certifications preferred.
• Minimum 3 to 5 years of Transfer Agency experience.
• Sound knowledge of all Transfer Agency aspects, including AML, KYC, dealing, and cash reconciliation.
• Strong ability to anticipate potential problems and respond effectively.
• Ability to identify, recommend, and implement improvements to existing processes.
• Excellent organisation skills, team spirit, flexibility, and self-discipline.
• High level of communication skills in English, both verbal and written.
• French language skills an asset.

Sitting at the intersection of talent acquisition and community engagement, the Agent Manager shapes a full-cycle recruiting pipeline by conducting interviews, managing CRM and job postings, and partnering with organisations and schools to identify top agent candidates. Operating across Manhattan and Brooklyn offices while collaborating with corporate teams and the Social Media Coordinator, this role builds the agent talent base that fuels long-term business growth.

Duties

• Conduct initial interviews with new and experienced agents.
• Keep candidates informed throughout the hiring process with follow-ups and check-ins.
• Collaborate with corporate teams to develop community events for recruiting targets.
• Partner with organisations, schools, clubs, and other platforms to identify top talent.
• Present the value proposition at informational and open house sessions.
• Meet recruiting quotas through metric KPIs.
• Manage the CRM and tracking system.
• Manage job postings on internal and external sites.
• Coordinate appointments for new and experienced agents with the management team.
• Work with the Social Media Coordinator to create social media content to promote traffic and engagement.

Requirements

• Minimum 1 to 2 years of experience in business development, lead generation, cold calling, or sourcing and recruiting.
• Minimum 1 to 2 years of experience in marketing and social media marketing preferred.
• Real estate industry experience preferred.
• Ability to make at least 50 cold calls or emails per day.
• Must reside within commutable distance of offices in Manhattan and Brooklyn, with willingness to travel to local offices.
• Strong communication and customer service skills.
• Ability to present and speak in front of a crowd.
• Adaptable and able to anticipate both candidate and hiring manager needs.
• Solution-oriented, detail-focused, and organised.

A key member of the sales and operations team, the Agent Manager leads the delivery of travel products and tour packages from the office and online channels, presenting to groups, managing client and supplier communications, and organizing work and travel information sessions. Collaborating across sales, marketing, administration, and management functions, this role builds product awareness and after-sales support that enables consistent customer satisfaction and revenue growth.

Functions

• Sell travel products and tour packages from office locations and online.
• Develop, supervise, and grow events and product awareness.
• Manage incoming calls and emails from clients and suppliers.
• Organise high-quality work and travel information sessions for participants.
• Provide excellent after-sales support.
• Confidently present to groups of up to 20 customers.
• Maintain a constant positive communication flow between group leaders and office staff.
• Undergo training across different fields, including sales, marketing, administration, and management.

Experience & Qualifications

• Proven administration, customer service, and sales experience required.
• Must have full working rights and be available for a minimum of 6 months.
• Must be able to identify with the 18–35 backpacker target market.
• Strong interpersonal skills with a team-player mindset.
• Target-driven with a keen interest in earning commission.
• Fluent English required; proficiency in a second language highly regarded.

Sustained sales volume and field execution depend on the Agent Manager, who owns the promoter deployment strategy, budget management, and Promoter-Agent Automation system across channels and regions within an FMCG environment. Based within a nationwide promoter function and working across related sales and digital transformation teams, this role delivers the operational infrastructure and ROI analysis that enable scalable, data-driven distribution growth.

Accountabilities

• Ensure the productivity of promoter performance to drive sales volume.
• Define deployment strategies and guidelines for the allocation of promoter resources by channel and region.
• Allocate, monitor, manage, and review expenditures against an agreed expenditure plan.
• Manage the promoter budget.
• Supervise, train, and coach team members.
• Set up and implement work processes and standard operating procedures with related parties.
• Develop and maintain the Promoter-Agent Automation system.
• Coordinate with related sales applications to support the distribution system.
• Analyse ROI and investment impact of the Promoter-Agent Automation system.
• Implement end-to-end processes with related departments.
• Lead the digital transformation project for the promoter function.

Technical Qualifications

• Bachelor's degree in a relevant field such as Business Administration or Economics.
• Minimum 5 years of experience in promoter management, off-premises MT management, or a related field, with at least 3 years in an FMCG business.
• Skilled in setting and reviewing promoter KPI dashboards, deployment strategies, promoter budgets and expenditures, sales targets, and operating standards.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Dynamic, solution-oriented problem-solver with a high sense of responsibility and a proactive working attitude.
• Able to work independently and as part of a team under high-pressure conditions.
• Fluent in English.