Regional Sales Director

MarshBerry$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Management, Finance, or related field; MBA preferred.
  • P&C license required; insurance certifications like RPLU, CIC ARE, CPCU are a plus.
  • 7-10+ years of sales experience, with at least 5+ years in the insurance industry.
  • Strong relationships with agency owners in the Midwest region.
  • In-depth knowledge of insurance plans and carriers; proficient with CRM and Office software.

Responsibilities

  • Collaborate with leadership to generate new business and recruit member agents.
  • Maximize revenue by increasing aggregated premium in the territory.
  • Develop and maintain relationships with agents and carriers.
  • Utilize Salesforce for planning and executing sales strategies.
  • Lead strategic planning for member agents and report sales data regularly.

Benefits

  • Remote-based position with an emphasis on work-life balance.
  • Opportunity to engage with industry partners for IT and marketing support.
  • Access to professional growth through special projects and responsibilities.
  • Involvement in industry presentations and MarshBerry branding opportunities.
Full Job Description
Job Details

Position Summary:

FirstChoice is currently seeking a Regional Sales Director to join our growing team. The Regional Sales Director will focus on developing new business within the Midwest region. The ideal candidate will be remote based but will be located in either PA, NY, CT, MA, RI, NH, or VT .

The Regional Sales Director will develop and maintain relationships with member agents therein, increase organic growth through new member recruitment and sales activities and drive profitable growth through aggregation in the assigned territory.

Responsibilities:

  • Collaborates with the Regional Vice President and Senior Vice President to drive new business generation by identifying and recruiting new member agents and driving profitable growth within the assigned territory.
  • Maximize revenue in assigned territory by increasing the amount of aggregated premium.
  • Develop and maintain strong working relationships with agents.
  • Develop and maintain established carrier underwriting relationships.
  • Utilize Salesforce to plan, log, and execute sales strategies.
  • Engage partners to assist member agents with IT, marketing, and educational evaluations and opportunities.
  • Lead the strategic planning process for member agents in the assigned territory.
  • Report sales data and activities weekly to the SVP.
  • Complete new agent onboarding process.
  • Retain and service existing agents.
  • Educate members on First Choice partner and vendor discounts.
  • Stay abreast of industry trends and changes incorporating "proven practices" in the development of processes, services, and quality standards.
  • Support MarshBerry and individual branding through contributing to MarshBerry and industry presentations.
  • Other special projects, tasks or duties as assigned by Management.


Selection Criteria

Education & Experience:

  • Bachelor's degree in Business Management, Finance, or related field. MBA or master's preferred.
  • P&C license required. Professional Designations or Insurance Certifications like RPLU, CIC ARE, CPCU are a plus.
  • 7-10 + years of sales experience with a minimum of 5+ within the insurance industry.
  • Strong relationships with agency owners within the territory.
  • In depth knowledge of insurance plans and carriers.
  • Proficient with technology; CRM, PowerBI, Word, Excel, Power Point. Salesforce experience is a plus.


Other:

  • Demonstrated leadership skills.
  • Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Experience presenting and writing content to be published is a plus
  • Ability to travel 30-40% of the time; includes overnight and weekend travel.
  • Ability to work flexible and/or extended hours as needed.


Working at MarshBerry

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