About The Position

We’re seeking a Head of Sales to lead the health and growth of our most critical business lines. This dynamic, high-visibility role involves managing a team of talented, motivated sales professionals and overseeing the full sales process with prospective enterprise-level clients. Candidates must have experience with multi-stakeholder relationships and a consultative sales approach. Our clients value our multi-carrier service solutions, and this leader must be strategic, solutions-oriented, and quick-thinking in serving as the primary liaison with broker, carrier, and client partners. The ideal candidate will bring an established network, a strong track record of lead generation, success in executive-level consultative selling, and a history of closing complex deals. They should be an effective collaborator and relationship manager, both internally and externally. This role is accountable for strategic account growth and revenue objectives and will support sales team expansion, process development, recruiting, and leadership collaboration. The Head of Sales also provides leadership for the sales team, including training, performance management, work allocation, and implementation of best practices. This role will act as a strategic thought partner to client executives, shape key materials such as pitch decks and case studies and help guide clients through contracting and onboarding. Additionally, the Head of Sales will collaborate with Marketing and Client Management to identify market needs and implement scalable client solutions.

Requirements

  • Minimum 8 years of business development, consulting or sales experience in the insurance industry
  • Active Life & Health and Property & Casualty license required
  • Bachelor’s degree preferred
  • Life and/or health insurance company, administrator or brokerage experience preferred.
  • Demonstrated leadership and team management and development experience.
  • Talent development and alignment of employee personal/professional goals to corporate objectives.
  • Effective in balancing costs and resources vs. scope and requirements for client development and new business opportunities
  • Excellent verbal and written communication and presentation skills
  • Decision-making, problem resolution and creative thinking skills
  • Must demonstrate daily cross-functional team support at peer, subordinate & senior management levels

Responsibilities

  • Design team organizational structure to effectively meet Department responsibilities and goals.
  • Identify appropriate staffing levels and skills to fulfill objectives and tasks within budget parameters.
  • Assist in the development of Key Performance Metrics for areas of responsibility and regularly report KPI results.
  • Establish annual team and team member performance goals.
  • Regularly report progress against established goals.
  • Adjust goals and communicate new goals as circumstances require.
  • Supervise, coach and mentor team.
  • Establish performance objectives and goals.
  • Provide regular feedback to team members as well as quarterly, formal reviews.
  • Update senior leadership regularly on performance of team.
  • Establish tangible employee development plans and regularly update senior leadership on progress.
  • Manage requests for services and capabilities from prospective clients and broker/distribution partners of clients, collaborate with Operations and I.T. for reasonable solutions and regularly communicate progress to client and company leadership.
  • Maintain SME status on markets under management.
  • Monitor changes and continuously update Client Management, Sales and Product & Supplier leadership.
  • Oversee the planning and preparation of prospective client presentations and meetings.
  • Serve as lead in prospective client presentations and meetings.
  • Collaborate with Human Resources to select team members with identified skills that align clearly with defined roles and responsibilities.
  • Monitor Operations to identify opportunities to expand service offerings and/or improve processes via identification of best practices.
  • Collaborate with Operations owner and Project Manager to implement identified process improvements.
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