Regional Sales Director, Wholesale Benefits

Company Overview

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s 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.

The Regional Sales Director is responsible for brokering group medical, dental, vision, and life benefit plans for Western Growers Health to new and/or existing member employer groups, selling directly and through broker partners. Regional Sales Directors act as advisors throughout the broker community. This is a sales position responsible for initiating new business, building strong client relationships, and providing consultative benefit solutions.

• Sells Western Growers Health medical and ancillary group employee benefit plans, third‑party administrator services (TPA), and other health‑related products to businesses on an outbound basis through health‑benefits brokers to meet and exceed new business sales goals.
• Presents HUB/Western Growers Health value proposition effectively in client and prospect meetings and customizes for unique audiences.
• Creates relationships at the agency principal level.
• Directs and executes the territory management strategy to achieve annual business plan and budget requirements.
• Actively identifies and executes a comprehensive, integrated strategy to acquire agencies and/or books of business to meet HUB growth objectives.
• Works with HUB leadership to create a strategy to purchase AT accounts from identified appointed agents.
• Hosts broker training sessions on Western Growers Family of Companies and Western Growers Health capabilities.
• Generates new business opportunities through the creation and implementation of effective broker roadshows.
• Creates requests for proposals (RFP) opportunities, conducts plan design consultations, and negotiates best coverage terms, conditions, and pricing for brokers and clients.
• Coordinates open enrollments, schedules meetings, orders collateral materials, and supports brokers and employers with communication and education of health plan benefits.

• Maintains strong relationships between broker/consultant and clients.
• Executes renewal strategies.
• Develops and influences C‑Level and decision‑maker loyalty to Western Growers Health plans and solutions within new accounts.
• Identifies and enlists the help of internal and external resources/staff for account retention.
• Cross‑sels other Western Growers products and services to achieve a level of saturation in each account relationship.

• Transmits marketing and sales intelligence relating to competition and changes in the marketplace.
• Adopts and fully uses the appropriate relationship management systems.
• Participates as a leader with internal staff, external brokers, and clients.
• Travels up to 70% of the time.
• Develops and maintains a profitable book of business through new business generation, renewals, and cross‑selling opportunities.
• Proactively identifies and cultivates new broker relationships through networking, referrals, and targeted prospecting efforts.
• Builds and maintains strong, long‑term client relationships to support retention, identify additional needs, and deliver superior service.
• Applies a thorough understanding of HUB’s products, services, customers, and carriers to drive profitable growth and further HUB’s financial and strategic goals.
• Conducts consultative sales presentations and delivers customized insurance solutions.
• Collaborates with internal teams, including account managers and service staff, to ensure quality delivery of services and client satisfaction.
• Monitors market trends, competitor activity, and industry developments to identify new opportunities and maintain a competitive edge.
• Documents all sales activities, client…