The Chief Commercial Officer (CCO) – Insurance & Investments
About The Position
The Chief Commercial Officer (CCO) – Insurance & Investments leads the organization’s commercial strategy, revenue generation, sales operations, business development, and market expansion across insurance and investment services. The role focuses on sustainable revenue growth, increasing market share, developing strategic partnerships, expanding distribution channels, and improving commercial performance across business units and markets. The CCO develops and executes commercial strategies and sales plans, identifies business opportunities and new markets, and leads sales, business development, relationship management, and distribution teams. The role drives growth across insurance products and networks, as well as investment products, asset management, wealth management, and institutional investment relationships where applicable. It also oversees commercial budgets, forecasts, pricing, pipeline management, client acquisition and retention, and performance reporting to executive leadership. Performance indicators include revenue growth and profitability, insurance premium growth and policy acquisition, investment product sales and assets under management growth where applicable, client acquisition and retention, market share and geographic expansion, partnership and distribution-channel development, pipeline conversion, sales target achievement, and cross-selling and customer lifetime value.
Requirements
- Bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field.
- Typically 12–18+ years of experience in commercial leadership, business development, sales, insurance, investments, or financial services.
- Significant experience leading commercial operations, revenue generation, and multi-channel sales teams.
- Strong understanding of insurance products, investment services, wealth management, financial markets, and distribution models.
- Proven track record of driving revenue growth, developing strategic partnerships, expanding market share, and achieving commercial targets.
- Experience managing large client portfolios, institutional relationships, and cross-functional commercial teams.
- Excellent leadership, negotiation, financial analysis, communication, and strategic decision-making skills.
Nice To Haves
- MBA or master’s degree in Business, Finance, or Marketing.
Responsibilities
- Develop and execute group-wide commercial strategies, sales plans, and revenue-growth initiatives across insurance and investment businesses.
- Identify business opportunities, expand market presence, and establish strategic partnerships with insurers, banks, brokers, investors, and financial institutions.
- Lead sales, business development, relationship management, and distribution teams to achieve revenue and profitability targets.
- Drive insurance premium growth, product distribution, policy acquisition and renewals, and expansion of insurance brokerage or agency networks.
- Develop commercial strategies for investment products, asset management services, wealth management, and institutional investment relationships, where applicable.
- Build and manage relationships with corporate clients, institutional investors, insurance providers, intermediaries, and distribution partners.
- Identify new geographical markets, customer segments, and distribution channels to strengthen competitive positioning.
- Oversee commercial budgets, sales forecasts, pricing strategies, pipeline management, and revenue performance.
- Strengthen client acquisition, retention, cross-selling, and customer engagement strategies.
- Establish KPIs, monitor sales performance, evaluate market trends, and report commercial results to executive leadership.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Executive
