Sales & Marketing Manager

Sales and Marketing Manager

Southwest Region

Summary

Our Client is an insurance company dedicated to reducing the cost of risk associated with the property and liability exposures of high net worth individuals and families.  This position encompasses launching the client in a defined territory, then developing that territory to profitably achieve revenue targets through deep partnerships with a select group of independent agents.

Duties and Responsibilities

• Design and execute territory sales & marketing plans for states in defined territory, including AZ, CO, NM. (Some states already live, some forthcoming.)
• Oversee prospecting, prequalification, and selection of agent partners with strong sales cultures and specialization on HNW clientele
• Development of strategies and action plans with agent partners that result in mutual growth and achievement of revenue goals. 
• Collaborate with corporate partners to ensure appointed agents are anxious and equipped to sell the benefits of client membership to their clients and prospects.
• Conduct regular sales calls to agent partners in order to execute defined plans, measure progress, and achieve established KPI’s.
• Act as a local company knowledge expert and as a client service resource in the marketplace. 
• Develop powerful relationships with centers of influence, including wealth managers, family offices, and trust & estate attorneys, that result in positive awareness of and referrals for this client.

Position Requirements

• Minimum of 3-5 years of personal lines Property and Casualty insurance experience in, sales or marketing (underwriting exposure is a plus).
• A Bachelor’s degree is strongly preferred.
• Evidence of creating strong revenue growth a defined territory, and track record of achieving production quota.
• A CPCU designation or progress towards completion is preferred but not required.
• Demonstrated progression of increasing responsibility.
• Working with high net worth clientele around personal lines.
• Demonstrated the ability to lead and inspire others.
• Excellent interpersonal, listening, organizational, written, and oral communication skills.
• Attention to detail, analytical and solid problem solving skills.
• Ability to demonstrate integrity, exhibit team spirit and enthusiasm, and establish trust and credibility.
• Agile learner who can quickly absorb information and apply it to current business situations.
• Frequent travel in defined territory.

Building the Best Organizations in the Insurance Industry

By matching the right people with the right opportunities.

At General Search & Recruitment (GSR), our goal is to bring together the best talent with rewarding career opportunities in the insurance industry. The secret to our success is more than 40 years of experience developing great relationships with clients and candidates. We have also learned to quickly identify an organization's unique culture and type of candidates that will be successful and thrive there. As a result, we can ensure that we consistently put the right people in the right positions.