Regional Sales Director (PA, NY, CT, MA, RI, NH, or VT)

MarshBerry

  • Richmond, Virginia
  • Today

    Highlights

    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. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership.

    Numbers & Facts

    LocationRichmond, Virginia

    Description

    FirstChoice is growing! We are seeking a Regional Sales Director to join First Choice, a MarshBerry Company. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

    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 North Atlantic Region.

    The ideal candidate will be remote based but must reside 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

    Who We Are:

    MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

    What We Do:

    MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

    It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

    • North Coast 99
    • Top Work Places – The Plain Dealer
    • Best Companies Group - Inclusive Workplace
    • Crain's Fast 50
    • Healthy Business Council of Ohio Healthy Worksite

    To learn more about MarshBerry, visit www.marshberry.com.

    We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

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