HUB International · 1 month ago
Cross-Sell Director
Newport Beach, CA
Full-time
Hybrid
Mid Level
$75K/yr - $125K/yr
3+ years expHUB International is a leading insurance brokerage firm, and they are seeking a Cross-Sell Director to support the region’s cross-sell efforts across all businesses. This role is responsible for coordinating and driving cross-sell activities in collaboration with various teams to achieve revenue targets for the region.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Coordinate cross-sell efforts for the region working with data analysts’ team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place
Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book
Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities
Meet regularly with producers and advisors to track progress and update opportunity status
Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis
Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region
Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution
Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies
Maintain strong communication with producers and sales Leaders to help drive results
Additional job-related duties as needed
Qualification
Required
Bachelor's degree or equivalent experience
3+ years' work experience in Sales, Sales Operations, Business Development, or Project Management
Highly organized, master of multi-tasking with an inherent sense of urgency
Superior analytical, problem-solving, and communication skills
Preferred
Knowledge of the insurance industry
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses
Equity and commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase