Cross-Sell Director

Hub International Insurance • Newport Beach, CA

4d • $75,000 - $125,000

About The Position

Cross-Sell Director The Cross-Sell Director supports the region’s cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region working with sales leaders, producers, sales enablement, marketing and data analytics team to ensure cross-sell efforts are managed and executed to achieve cross-sell revenue targets for the region. This position will report to the region Chief Sales Officer (CSO).

Requirements

• Bachelor’s degree or equivalent experience
• 3+years' work experience in Sales, Sales Operations, Business Development, or Project Management
• Highly organized, master of multi-tasking with an inherent sense of urgency
• Superior analytical, problem-solving, and communication skills
• Knowledge of the insurance industry preferred

Responsibilities

• Coordinate cross-sell efforts for the region working with data analysts’ team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place
• Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book
• Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities.
• Meet regularly with producers and advisors to track progress and update opportunity status.
• Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis.
• Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects.
• Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region.
• Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution
• Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies.
• Maintain strong communication with producers and sales Leaders to help drive results
• Additional job-related duties as needed

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA and 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• eligible bonuses, equity and commissions for some positions

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees