Director of Sales, Private Risk Management

Primary Responsibilities

• Develop and implement sales strategies to meet revenue and growth targets, identifying opportunities for new sales channels and leading the expansion into new markets.
• Hire, manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service.
• Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services.
• Develop and maintain up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients.
• Monitor sales performance and provide feedback and coaching to improve productivity and meet performance targets.
• Ensure compliance with regulatory requirements and company policies and procedures.
• Collaborate with other departments to ensure that the insurance division is integrated effectively with other business lines.

Knowledge, Skills & Abilities

• Proven sales leadership with the ability to build, motivate, and mentor a high-performing Private Risk/Personal Lines sales team.
• Exceptional communication skills, including the ability to articulate complex risk concepts clearly and professionally to internal teams, carrier partners, centers of influence, and HNW clientele.
• Deep understanding of the private client / personal lines risk landscape, including carriers, underwriting considerations, risk mitigation trends, and sophisticated coverage structures (e.g., high-value homes, family offices, luxury autos, yachts, umbrellas).
• Strategic sales planning expertise with a track record of developing and executing growth strategies that drive revenue, improve retention, and expand market presence within the affluent and HNW segments.
• Strong analytical and problem-solving capabilities, particularly in evaluating risk portfolios, identifying gaps, and recommending solutions aligned with client goals.
• Ability to foster collaborative relationships with internal service teams, producers, marketing, and carrier partners to ensure a seamless client experience.
• Proficiency with CRM and sales management tools, Microsoft Office Suite, and strong Excel skills for forecasting, reporting, and pipeline management.
• Demonstrates professionalism, integrity, and alignment with firm values, serving as a cultural champion and role model within the organization.

Requirements

• 7–10 years of experience in Private Risk / Personal Lines insurance, preferably serving affluent or high-net-worth clients.
• Minimum 5 years of leadership or sales management experience, with a proven ability to lead teams, grow revenue, and cultivate producer performance.
• Experience developing carrier relationships, negotiating with underwriters, and managing complex private client accounts is highly preferred.