Regional Sales Director

FirstChoice, a MarshBerry Company, is seeking a Regional Sales Director to join our growing team in a people-first, fast-paced, and collaborative culture with ample opportunity for growth.

About the role

The Regional Sales Director will focus on developing new business within the Midwest region. The ideal candidate will be remote-based but located in either PA, NY, CT, MA, RI, NH, or VT. This role involves developing and maintaining relationships with member agents, increasing organic growth through new member recruitment and sales activities, and driving profitable growth through aggregation in the assigned territory.

Responsibilities

• Collaborate 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 the 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.
• Handle other special projects, tasks, or duties as assigned by Management.

Requirements

• Bachelor’s degree in Business Management, Finance, or a related field. MBA or master’s degree 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+ years 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, PowerPoint. Salesforce experience is a plus.
• Demonstrated leadership skills.
• Strong communication skills, both written and verbal, with demonstrated creativity. Experience presenting and writing content to be published is a plus.
• Ability to travel 30-40% of the time, including overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.

Benefits

• Competitive benefits.
• Hybrid work schedules.

About MarshBerry

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers, carriers, and wealth and retirement plan advisors. Our services include financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange, and information services. We are recognized for providing innovative and customized solutions to our clients, building trusted advisor relationships.

MarshBerry’s mission is to help clients learn, improve, and realize their value. We have been awarded:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

Our culture is built on The Collaborative Way, which includes five principles: listening generously, speaking straight, being for each other, acknowledgment & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion.