Regional Sales Director; PA, NY, CT, MA, RI, NH, or VT

Regional Sales Director

First Choice, a subsidiary of Lincoln International, is growing! We are seeking a Regional Sales Director to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

Marsh Berry 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.

Position Summary:

First Choice is currently seeking a Regional Sales Director to join our growing team. The Regional Sales Director will focus on developing new business within the North Atlantic Region. The ideal candidate will be remote based but must reside in either PA, NY, CT, MA, RI, NH, or VT. 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.

Responsibilities:

• Collaborates with the Regional Vice President and Senior Vice President to drive new business generation by identifying and recruiting new member agents and driving profitable growth within the assigned territory.
• Maximizes revenue in assigned territory by increasing the amount of aggregated premium.
• Develops and maintains strong working relationships with agents.
• Develops and maintains established carrier underwriting relationships.
• Utilizes Salesforce to plan, log, and execute sales strategies.
• Engages partners to assist member agents with IT, marketing, and educational evaluations and opportunities.
• Leads the strategic planning process for member agents in the assigned territory.
• Reports sales data and activities weekly to the SVP.
• Completes new agent onboarding process.
• Retains and services existing agents.
• Educates members on First Choice partner and vendor discounts.
• Stays abreast of industry trends and changes incorporating "proven practices" in the development of processes, services, and quality standards.
• Supports Marsh Berry and individual branding through contributing to Marsh Berry and industry presentations.
• Other special projects, tasks or duties as assigned by Management.

Selection Criteria:

• Bachelor's degree in Business Management, Finance, or related field. MBA or master's preferred.
• P&C license required. 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.
• 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.
• 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.