PRIMARY RESPONSIBILITIES:
Meet segment and regional new business objectives.
Build and sustain a high-performance culture through recruiting, hiring, developing, and retaining a highly motivated and successful team of Advisors and Business Development Leaders
Develops and executes new business development strategies to consistently meet new business objectives across all segments.
Partners with the business segment MDs to champion an exceptional client experience.
Analyze industry leading market trends to discover new opportunities for colleague growth and firm updates.
Inspires loyalty and commitment necessary to maintain motivated, productive, and competent team.
Create a team culture that is positive, motivating and performance driven.
Guide the use of forecasting, and reporting, tools to drive development and accountability across the regional sales organization.
Implements training programs with focus on process and continuous improvements and colleague development.
Mentor, support and coach leaders and Advisors to be successful in their roles including
Executes the SCORE training model across all segments
Accountable for the team’s sales activity documented in the appropriate CRM, including driving prospect identification & development, and successful campaign development.
Identify and generate new sales opportunities through analysis and discovery.
Drive Advisor integration and training with newly partnered firms, including collaborating with other leadership to communicate, train and deliver the value proposition.
Report monthly on regional sales results and suggest innovative sales techniques to increase client experience.
Participate in sales meetings to review sales activities and prospective clients with leadership.
Develop a working knowledge of commercial lines/private risk and employee benefits value prop.
Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.