Cross Sell Officer

HUB International•Berkeley Heights, NJ

2d•$170,000 - $250,000•Onsite

About The Position

At HUB International, we are an insurance brokerage firm that helps individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. We invest deeply in our people, empowering them to learn, grow, and make an impact. As one of the world’s largest insurance brokers, with over 20,000 professionals across 570+ offices in North America, HUB offers a unique blend of big-company resources and an entrepreneurial spirit, supported by industry-leading technology, a strong culture of collaboration, and centers of excellence. The Regional Sales Officer - Cross Sell, a key position within the sales leadership team, is responsible for driving growth across all lines of business—Employee Benefits (EB), Retirement & Private Wealth (RPW), Personal Lines (PL), and Commercial Lines (P&C)—for HUB Northeast. This role involves developing, supporting, and promoting cross-selling initiatives, optimizing opportunities, and building a strong cross-sell culture in an entrepreneurial environment. The officer will collaborate with data analytics and marketing teams to identify opportunities and execute campaigns to achieve revenue targets. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services, offering peace of mind through unrelenting advocacy and tailored insurance solutions.

Requirements

Bachelor's degree or equivalent experience
10+ years' experience in Property & Casualty and/or Employee Benefits
5+ years' experience in sales, sales operations, business development, or sales leadership
Experience cross-selling and collaborating with different lines of business
Proven experience in sales process and account management
Superior analytical and problem-solving skills with the ability to analyze sales data, market trends, and customer insights
Proficiency in leveraging technology, CRM systems, and sales tools to improve efficiency
Excellent communication, interpersonal, multi-tasking, and organizational skills
Ability to articulate value propositions to key stakeholders in a clear and concise manner
Strong attention to detail and accuracy
Strong growth mindset with the ability to learn quickly and adapt well to change

Nice To Haves

Full understanding of HUB structure and vision preferred

Responsibilities

Develop, execute, and measure cross-sell strategies and initiatives for HUB Northeast across EB, RPW, and Commercial Lines
Build annual cross-sell strategy and resulting initiatives aligned with regional business objectives
Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within HUB Northeast
Identify and remove barriers to cross-sell success
Build strong relationships with the Region President, CSO, producers, advisors, and Client Services teams to achieve cross-sell targets
Connect with producers across all business lines to identify competencies (industry specialty, geography, client demographics) and facilitate introductions
Act as a resource and subject matter expert for field colleagues; provide coaching on cross-sell techniques and value proposition articulation
Act as the central liaison between EB, RPW, and Commercial Lines teams to foster collaboration and communication
Participate in Critical Path meetings, stewardship meetings, and line-of-business sales meetings
Attend client meetings to present growth opportunities when appropriate
Collaborate with the data analytics team to identify cross-sell opportunities within producer books
Review cross-sell opportunities with producers, advisors, and sales leaders; prioritize high-probability opportunities
Triage all leads to ensure proper assignment and hold producers accountable for identified opportunities
Meet regularly with producers and advisors to track progress and update opportunity status
Work with Sales Enablement to manage and track pipeline in the CRM system; promote CRM adoption
Manage operational workflow for lead generation, follow-up meetings, and pipeline reporting
Lead the continuous improvement of cross-sell reporting: won opportunities, pipeline value, leaderboards by line of business, and campaign-generated opportunities
Track key performance indicators (KPIs) including conversion rates, pipeline velocity, win rates, and revenue impact
Provide regular status updates on cross-sell activities to the Region President, CSO, EMT, and regional leadership
Identify areas of underperformance and partner with leadership to implement improvement plans
Create financial reports using KPI analysis to inform strategy and decision-making
Work with Marketing to create targeted campaigns and sales initiatives that profile HUB capabilities across all lines of business
Organize regional workshops, training sessions, and joint planning meetings to drive producer engagement and strengthen cross-sell culture
Oversee delivery of targeted education sessions for advisors on key cross-sell product lines and value propositions
Stay informed about industry trends, competitive offerings, and internal M&A efforts to identify new cross-sell opportunities
Ensure compliance with policies and procedures
Travel as needed to support cross-sell initiatives across the region
Additional job-related duties as assigned