Scope Passionate, result-oriented individuals that partner with our Agency Owners to help them build their business profitably. Provides strategic consulting to existing agencies through business development planning and agency management activities. This individual is responsible for driving new business policy production, producer additions, and Fusion adoption within their assigned agencies. The Regional Sales Leader (RSL) will coach and consult with agency owners, agents, and producers on best practices that lead to increased sales and retention. The Regional Sales Leader (RSL) is accountable for achieving growth targets within their assigned agencies. Some travel is required.
Job Responsibilities - Develops regional growth strategies informed by "agency profiles", market trends, and performance data.
- Serves as a strategic lead for driving production across assigned agencies
- Be the main resource for agents to engage and drive production with new business policy sales
- Develop and coach sales agents within assigned agencies while proactively evaluating the sales skills of agents & implementing training strategies
- Proactively identifies retention trends and reviews individual agency results to identify new business sales trends and address quickly if needed
- Leads performance reporting for assigned region, providing forecasts, risk assessments, and strategic recommendations to leadership, including agencies in jeopardy of closure due to low productivity
- Drives weekly/daily sales meetings with agents to ensure prospect pipeline and production results are in line with assigned objectives
- Maintains documentation of activities and follows up in appropriate systems regularly and accurately
- Understands national & regional carriers' appetite while educating agencies on how to capitalize on each
- Understands critical attributes of sales leadership, identifying positive sales behaviors and resolving any negative behaviors
- Participate in the Day of Discovery to explain role and agency expectations
- Participate in onboarding of new agents, when needed
- Collaborates with marketing to develop and optimize localized sales enablement tools and ensure agency adoption
- Ensure agencies understand and adhere to BW established quality standards
- Cultivates positive relationships with individual agencies`
Skills, Licenses, Certifications - P&C Licensed in home state required
- Ability to perform work with a high degree of accuracy, exceptional attention to detail
- Exhibit a sales mentality that drives results
- Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
- Superior interpersonal skills
- Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner
- Excellent independent judgment and decision making
- Ability to quickly gain an understanding of Brightway systems; regularly updates activities accurately
- Ability to learn, embrace and put into practice new concepts and skills as needed
- Superior ability to manage own time, activities and resources; models' behavior for others
- Can demonstrate Brightway values
- Superior ability to influence others, as a leader
- Demonstrates ability to consistently influence agents' behaviors.
Education and Experience This position requires a high school diploma and 6+ years of sales leadership experience, preferably in P&C insurance sales management. A college degree is preferred.
