Regional Sales Director

6 days ago


Woburn, Massachusetts, United States USI Insurance Services Full time
About USI Insurance Services

USI Insurance Services is a leading provider of retirement consulting and benefits administration services. With a team of over 650 professionals, we offer a range of services including defined benefit actuarial and consulting, defined contribution recordkeeping and consulting, employee communication, health and welfare administration, investment advisory, regulatory and compliance, and service provider search.

Job Description

As a Regional Sales Director at USI Insurance Services, you will be responsible for providing sales activation leadership and direction to the region's new and established producers. You will work closely with the National Sales & Marketing Leader and Practice Leaders to ensure effective execution of USICG processes and engagement strategies in each office.

Key Responsibilities
  • Responsible for sales leadership resulting in higher visibility and quality market positioning.
  • Support regional new business, client retention, and revenue growth.
  • Work with National Sales & Marketing Leader and Practice Leaders to ensure effective execution of USICG processes and engagement strategies in each office.
  • Participate in screening, hiring, and onboarding of new producers.
  • Visible and active support of the USI sales process and USICG sales methodology.
  • Work with National Sales & Marketing Leader and Practice Leaders to ensure quality tracking and measurement of sales activity.
  • Assist with acquisition integration with respect to sales activation, messaging, training, sales, and marketing.
  • Drive utilization and keep current all prospecting and relationship building opportunities within the company's sales force automation system (U Engage) and Marketo.
  • Establish and execute marketing and communication strategy, marketing campaigns, sponsorship selection, memberships, and events.
  • Work with producers in closing new business by attending sales finalist meetings.
  • Responsible for meeting regional sales targets including personal Centers of Influence (COI) to drive additional sales.
  • Execute cross-sales strategy into Retail Insurance brokerage clients for our retirement services.
  • Participate as coach/professor/facilitator/curriculum contributor in the National USI Fast Start programs for both new and established producers as requested by the National Sales and Marketing Leader.
Requirements
  • 10 years of Retirement Services sales management experience.
  • 10 years + experience in the Retirement Services industry working within Defined Benefit, Defined Contribution Recordkeeping, and Investment Advisory.
  • 5 years of sales experience focused on prospecting and capturing new business.
  • Bachelor's degree required.
  • Series 6, 63 and 65 or Series 7 and 66 licenses required or willingness to obtain.
  • Experience selling directly to plan sponsors (vs wholesaling) is strongly preferred.
  • Extensive experience hiring, interviewing, and building successful sales teams.
  • Experience in employee communications, regulatory and compliance, and service provider search.
  • A consultative, positive, and resourceful approach to dealing with prospects, clients and associates.
  • Highly developed organizational and time management skills.
  • Ability to deal with senior level management and have a top level executive presence.
  • Superior written and verbal communication and presentation skills.
Benefits

USI Insurance Services offers a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. We also offer a generous paid time off policy, paid family leave benefit as well as paid holiday time.



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