
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.
🔥 12 hours ago
🌲 North Carolina, South Carolina, +1 more states – Remote
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
👻 Ghost score 12%
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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.
• Develop and execute a comprehensive business plan and development strategy for the assigned region • Maintain responsibility for all new member aggregation • Build a deep understanding of the regional insurance marketplace, including agency dynamics, carrier appetites, competitive networks and aggregators, and expansion opportunities • Identify, target, and recruit independent insurance agencies aligned with FirstChoice's membership strategy • Increase membership, revenue, and aggregated premium volume within the assigned territory • Collaborate with carrier representatives to identify joint growth opportunities and generate qualified prospective member referrals • Leverage strategic partnerships to expand market reach and generate qualified prospective member referrals • Build and maintain a Salesforce opportunity pipeline through prospecting, networking, referrals, and market intelligence • Collaborate with the Regional Vice President and Regional Relationship Director to initiate new prospective members • Use Salesforce to plan, log, and execute sales strategies • Participate in a team-selling environment • Attend conferences, association meetings, and industry events to build brand awareness, develop relationships, generate leads, and identify partnership opportunities • Report sales data and activities weekly to the Regional Vice President • Attend monthly meetings with other Region Business Development Directors • Stay abreast of industry trends and incorporate proven practices into processes, services, and quality standards • Support MarshBerry and individual branding through an active LinkedIn presence and contributions to MarshBerry and industry presentations • Complete other special projects, tasks, or duties assigned by Management • Serve as the region’s primary new-business development leader • Recruit quality independent agencies, grow regional membership, assist with carrier and strategic partnerships, and aggregate premium • Create opportunities and serve as the first point of contact for FirstChoice Web lead inquiries • Transition relationships to the appropriate Regional Relationship Director during the relationship-building process
• Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales or another related field • MBA or master’s preferred • Insurance designations or licenses are a plus such as P&C license, CIC, CPCU • 7-10+ years of sales experience • A minimum of 5 years within the insurance industry • Proficient with technology including CRM, PowerBI, Word, Excel, Power Point • Salesforce experience is a plus • Demonstrated success growing a geographic territory through consultative sales, territory management, strategic planning, relationship management, recruiting, and business development • Existing relationships within the independent agency and carrier community are strongly preferred • Experience working with associations and carrier partners with an in-depth knowledge of insurance carrier reporting • Self-motivated with excellent organization and time management skills • Strong networking, negotiation, presentation, and communication skills with demonstrated ability to develop executive-level relationships and influence decision makers • Self-directed, disciplined, and comfortable operating with significant autonomy and accountability for results • Experience presenting and writing content to be published is a plus • Ability to travel 30-40% of the time, including overnight and weekend travel • Ability to work flexible and/or extended hours as needed • Ability to maintain confidentiality • Team-oriented and able to maintain good working relations with coworkers • Ability to multitask and work under pressure while meeting timelines and maintaining accuracy • Innovative self-starter able to prioritize and make appropriate decisions with little guidance • Confident and open to feedback • Strong moral and ethical fortitude
• Competitive benefits • Hybrid work schedules • Learning experiences • Opportunities for growth
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