Sales Leader

About the position

As our Sales Leader on the Private Client Services National team, you will drive your own new business production and COI development while overseeing the new client acquisition process including risk consulting, discovery, Personal Risk Management review development, delivery and implementation, plus successful transition to the Client Advisory team. You will manage and update the new business funnel and forecast regularly and oversee client entry into our CRM to ensure compliance and accuracy with the processes. As our Sales Leader, we will count on you to be a key contact and relationship manager with top Centers of Influence (COI) partners in the territory. You will also lead, mentor, and develop a team of Business Development Executives with their new business development, new COIs and their existing COIs as well as helping them with their book of business management while ensuring performance standards are met. You will monitor and ensure that goals are met or exceeded, and you will coach the sales team on any improvements needed. Lastly, you will collaborate and work closely with the Zone leaders and National Sales leader to develop and implement sales strategies and develop and maintain local carrier relationships.

Responsibilities

• Drive new business production and COI development.
• Oversee the new client acquisition process including risk consulting and Personal Risk Management review.
• Manage and update the new business funnel and forecast regularly.
• Ensure compliance and accuracy with client entry into CRM.
• Act as a key contact and relationship manager with top COI partners.
• Lead, mentor, and develop a team of Business Development Executives.
• Monitor and ensure that performance standards are met.
• Collaborate with Zone leaders and National Sales leader to develop sales strategies.

Requirements

• Sales and people manager experience.
• Possess excellent and proven business skills with emphasis in organizational selling.
• P&C License.

Nice-to-haves

• Demonstrates sales aptitude and communication skills.
• Ability to build and maintain relationships.
• Possesses fundamental knowledge of office databases and sales technology tools.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.