Our client, a Top 20 national independent insurance brokerage platform with a strong heritage in Employee Benefits, is seeking a Regional Employee Benefits Sales Leader to lead and accelerate growth across the Greater New York/Tri-State market (NYC, Upstate NY, Northern NJ and Southern CT).
This is an opportunity for an experienced EB producer, sales leader or regional practice executive who wants to move beyond individual production and take responsibility for building a high-performing regional sales organization. The Sales Leader will initially oversee approximately 9 Employee Benefits Producers, while developing and executing the strategy to grow the team through producer recruiting, sales development, training, accountability and measurable performance management.
Client Profile:
- Top 20 national independent insurance brokerage platform
- Privately held
- 5,000+ employees across a national network of offices
- Full-service platform – Employee Benefits, P&C, Retirement & Wealth Management, HR Consulting, PEO
- Recognized nationally, multiple years running, as a top employer for culture and engagement
Position Outline:
- Lead, mentor and develop a team of Employee Benefits Producers across the Greater NY/Tri-State market
- Build and execute a regional sales strategy and cultivate a culture of accountability around new business production, pipeline development and cross-selling
- Drive an aggressive producer recruiting strategy – identify, attract and close experienced EB producers with portable books of business
- Develop a modern, KPI- and dashboard-driven sales management framework (pipeline, activity, retention, cross-sell and producer productivity metrics)
- Build a producer training and development program covering consultative selling, executive-level presentations and closing
- Serve as a senior sales resource on complex opportunities and major prospect pursuits
- Leverage the broader platform to cross-sell EB clients into P&C, retirement/wealth, HR consulting and PEO solutions
Qualifications:
- 10+ years of Employee Benefits brokerage experience
- Proven track record as an EB Producer and/or sales leader
- Demonstrated success recruiting, mentoring and developing producers
- Strong knowledge of the Greater NY/Tri-State insurance marketplace
- Sophisticated understanding of producer compensation, books of business and recruiting dynamics
- Experience building sales processes, KPIs and accountability systems
- Strong executive presence and communication skills
- Entrepreneurial, hands-on approach to sales leadership
- Credibility to earn the respect of experienced producers while also challenging the team to adopt new approaches
For more information contact Ben Levin at blevin@rogangroup.com and Ryan Rogan at rrogan@rogangroup.com.
The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance, Wealth Management and Legal industries. With our headquarters in Maryland and remote recruiters around the country we are able to conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at www.rogangroup.com.
