Regional Sales Director (West)

FirstChoice is growing! We are seeking a Regional Sales Director to join First Choice, a MarshBerry Company. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

FirstChoice is currently seeking a Regional Sales Director to join our growing team. The Regional Sales Director will focus on developing new business within the western United States region. The ideal candidate will be remote based and live in IA, NE, KS or MO. The Regional Sales Director will develop and maintain relationships with member agents therein, increase organic growth through new member recruitment and sales activities and drive profitable growth through aggregation in the assigned territory.

This individual will report into a FirstChoice Regional Vice President. 

Responsibilities:

• Collaborate with the Senior Vice President and Regional Vice President to drive new business generation through identifying and recruiting new member agents and driving profitable growth through aggregation within the assigned territory.


• Maximize revenue in assigned region by increasing the amount of aggregated premium.


• Develop and maintain strong working relationships with agents.


• Maintain established carrier underwriting relationships.


• Utilize Salesforce to plan, log, and execute sales strategies.


• Engage partners to assist member agents with IT, marketing, and educational evaluations and opportunities.


• Lead member agent’s strategic planning process.


• Report sales data and activities weekly to the SVP.


• Complete new agent onboarding process.


• Retain and service existing agents.


• Educate members on First Choice partner and vendor discounts.


• Stay abreast of industry trends and changes incorporating “proven practices” in the development of processes, services, and quality standards.


• Support MarshBerry and individual branding through contributing to MarshBerry and industry and presentations.


• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.


• Other special projects, tasks or duties as assigned by Management.

Selection Criteria

Education & Experience:

• Bachelor's degree in Business Management, Finance, or related field. MBA or master’s preferred.


• P&C license preferred. Professional Designations or Insurance Certifications like RPLU, CIC ARE, CPCU are a plus.


• 7-10 + years of sales experience with a minimum of 5+ within the insurance industry.


• Currently has strong relationships with agency owners within the territory.


• In depth knowledge of insurance plans and carriers.


• Proficient with technology; CRM, PowerBI, Word, Excel, Power Point. Salesforce experience is a plus.

Other:

• Demonstrated leadership skills.


• Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Experience presenting and writing content to be published is a plus


• Ability to travel 30-40% of the time; includes overnight and weekend travel.


• Ability to work flexible and/or extended hours as needed.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crain’s Best Employers in Ohio


• The Nation’s Best and Brightest in Wellness


• North Coast 99


• Top Work Places – The Plain Dealer


• Weatherhead 100


• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.