Cross Sell Officer

Position Summary

The Regional Sales Officer – Cross Sell plays a vital role in 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 individual thrives in an entrepreneurial environment and is accountable for developing, supporting, and promoting cross‑selling initiatives throughout the region.

Working closely with regional leadership, producers, and client services teams, this role focuses on optimizing cross‑sell opportunities and building a strong cross‑sell culture. The Regional Sales Officer – Cross Sell will collaborate with the data analytics team to identify opportunities, coordinate with marketing on targeted campaigns, and ensure cross‑sell efforts are managed and executed to achieve revenue targets. While this role does not have direct reports, it is a key position within the sales leadership team requiring strong influence and collaboration skills.

• 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 and facilitate introductions
• 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

• 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…