Regional Sales Director

🕒 5 days ago

🦌 Connecticut, New Hampshire, +5 more states – Remote

🦌 Connecticut – Remote 🗻 New Hampshire – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🍁 Vermont – Remote

⏰ Full Time

🔴 Lead

🤑 Sales

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MarshBerry

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

🏦 Banking

💰 Private equity on 2022-02

Consulting • Insurance • Banking

MarshBerry is a global investment banking and consulting firm that specializes in M&A advisory, capital markets, and strategic consulting for insurance agencies, wealth management firms, and other financial services organizations. The company provides transaction advisory and execution, valuations, market intelligence, performance benchmarking, talent search and development, and technology enablement to help clients grow, optimize operations, and navigate ownership transitions.

📋 Description

• Develop new business within the Midwest region • Collaborate with the Regional Vice President and Senior Vice President to identify and recruit new member agents • Drive profitable growth within the assigned territory • Increase aggregated premium and maximize territory revenue • Develop and maintain relationships with agents and carrier underwriting contacts • Use Salesforce to plan, log, and execute sales strategies • Engage partners to support member agents with IT, marketing, and educational opportunities • Lead strategic planning for member agents in the assigned territory • Report sales data and activities weekly to the Senior Vice President • Complete new agent onboarding • Retain and service existing agents • Educate members about First Choice partner and vendor discounts • Monitor industry trends and incorporate proven practices into processes, services, and quality standards • Support MarshBerry and individual branding through MarshBerry and industry presentations • Complete other projects, tasks, or duties assigned by Management

🎯 Requirements

• Bachelor's degree in Business Management, Finance, or related field • P&C license required • 7–10+ years of sales experience, including a minimum of 5+ years within the insurance industry • Strong relationships with agency owners within the territory • In-depth knowledge of insurance plans and carriers • Proficiency with CRM systems, Power BI, Word, Excel, and PowerPoint • Demonstrated leadership skills • Strong written and verbal communication skills • Ability to travel 30–40% of the time, including overnight and weekend travel • Ability to work flexible and/or extended hours as needed • MBA or master’s degree preferred • Professional designations or insurance certifications such as RPLU, CIC, ARE, or CPCU are a plus • Salesforce experience is a plus • Experience presenting and writing content for publication is a plus

🏖️ Benefits

• Competitive benefits • Hybrid work schedules • Learning experiences • Opportunities for growth • Diversity, Equity, and Inclusion environment