More jobs:
Regional Sales Executive - Broker
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-06-25
Listing for:
HUB International
Full Time
position Listed on 2026-06-25
Job specializations:
-
Sales
Business Development, Sales Representative
Job Description & How to Apply Below
## Regional Sales Executive - Broker Solicitarremote type:
Hybrid Working locations:
Westlake Village, CA:
Sacramento, CA:
Santa Barbara, CA:
San Francisco, CA:
Ventura, CAtime type:
Full time posted on:
Publicado hoyjob requisition :
R0037097
** ABOUT HUB:
** In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of
-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.##
Job Summary The Regional Sales Executive (RSE) is responsible for reactivating and managing all non-active brokers within the Central Coast and Northern California territories. This is a full-cycle sales role requiring independent judgment, strategic territory planning, and consultative expertise: the RSE owns every stage of the broker relationship—from initial outreach and re-engagement through quoting, submission, and close—for all brokers not currently producing business.
The RSE exercises discretion in evaluating broker potential, structuring competitive proposals, and making pricing and positioning recommendations that directly impact company revenue. The RSE partners directly with the Regional Sales Director (RSD) covering the same territory; the RSD receives a commission split on RSE-closed business to encourage collaboration and field support.## #
*
* Duties & Responsibilities:
**** Broker Reactivation & Relationship Management
*** Serve as the primary point of contact for all non-active brokers in the Central Coast and Northern California territories.
* Serve as a subject-matter expert on plan designs, underwriting guidelines, network features, and value propositions; advise brokers on product positioning and competitive strategy.
* Develop and execute territory-specific reactivation strategies through prospecting meetings, consultative presentations, and targeted communication campaigns to re-engage dormant brokers and generate quoting opportunities.
* Support broker onboarding, licensing, and appointment processes.
** Full-Cycle Sales & Pipeline Management
*** Own and manage the full sales pipeline for assigned non-active brokers—from initial outreach through quote, submission, and close—aligned with monthly and quarterly sales goals.
* Analyze group demographics and risk profiles to deliver competitive quotes; develop strategic recommendations and drive opportunities from submission through close with full ownership of the sales cycle.
* Track activity, opportunities, and outcomes in the CRM system (e.g., Salesforce,).
* Coordinate with the territory RSD to leverage field relationships, share market intelligence, and align on broker development priorities.
** Activity & Performance Metrics
*** Achieve or exceed defined activity goals (outreach, quotes, meetings, trainings).
* Maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks.
* Contribute to departmental reporting and participate in weekly sales meetings.
** RSD Partnership & Cross-Functional Collaboration
*** Work closely with the territory RSD to align on broker reactivation priorities; the RSD receives a commission split on RSE-closed deals to incentivize collaboration and field support.
* Exercise independent judgment in evaluating broker engagement strategies, analyzing competitive positioning, and recommending plan and pricing approaches tailored to each broker’s book of business.
* Partner with underwriting, enrollment, and operations teams to resolve broker and group issues; provide market feedback to product and marketing on competitive trends.
* Performs other duties and projects as assigned.###
** Key Performance Indicators
*** Monthly premium and pipeline attainment vs goal.
* Number of non-active brokers reactivated to quoting status.
* Number of broker appointments / trainings completed.
*…
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