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The Sales Leader manages a personal book of business while driving top-line revenue growth through strategic oversight of the production team, mentorship and development of current team members, and recruitment of high-potential sales talent to support long-term success. This position requires a balanced blend of direct sales execution, operational leadership, team development, and talent acquisition to maximize overall office performance. In addition to leading sales initiatives, the Sales Leader is responsible for expanding customer relationships by leveraging the company’s full suite of capabilities, promoting cross-selling opportunities, and deepening customer engagement. As a key contributor to the office’s strategic direction, this role also involves participating in local budget planning to ensure alignment with financial goals. The ideal candidate is a collaborative, results-driven leader with a proven ability to build high-performing teams, foster strong relationships, identify growth opportunities, and promote a culture of accountability and continuous improvement—ultimately ensuring the office meets its financial and performance objectives through strategic planning, carrier and retail engagement, and talent development.
Job Responsibility:
Sales strategy execution – Drive sales strategies aligned with company goals, focusing on revenue growth and market expansion
Team leadership – Inspire and lead the sales team to achieve high performance through clear goals and motivation
Growth and pipeline development – Identify and act on growth opportunities to build a robust sales pipeline and expand the customer base
Coaching and mentorship – Provide individualized coaching, performance assessments, and feedback to develop talent across all levels
Recruitment and onboarding – Lead efforts in recruiting top sales talent and ensure swift, effective onboarding and integration
Training programs – Create and facilitate structured training to enhance product knowledge, sales skills, and ongoing professional development
Client and market engagement – Build strong relationships with carriers and clients, represent the company externally, and support marketing efforts
Performance analysis – Monitor sales activity, analyze metrics, and conduct pipeline reviews to inform strategic decisions and performance management
Operational efficiency – Uphold process standards, streamline workflows, and contribute to budget and resource planning with leadership
Industry expertise – Stay informed on market trends, engage in continuous learning, and maintain insight into the competitive landscape
Requirements:
Valid State P&C license(s)
Bachelor’s degree preferred in Risk Management, Insurance, or Business Administration or equivalent work experience
Minimum of 3 years of production experience in wholesale
Proven track record of leadership, sales, and operational excellence
Excellent communication, interpersonal, time management and negotiation skills
Proficient in Microsoft Office Suite and agency management systems
Flexibility to travel as needed
Nice to have:
Industry certification(s) preferred
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more