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FM · 3 days ago

Regional Sales Manager - West Coast

Hermosa Beach, CA

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

FM is a leading property insurer of the world's largest businesses, providing engineering-based risk management and property insurance solutions. The Regional Sales Manager is responsible for leading new business development activities, coaching and mentoring Business Development Executives, and achieving new business objectives for the region.

FinanceFinancial ServicesInsuranceRisk Management

Responsibilities

Lead their region’s new business development activities by ensuring their BDEs are frequently coached, developed and mentored in the field as appropriate to their experience level and individual performance

Lead the effort in writing profitable new business, guide and direct the collaboration effort with Ops, and supervise management of their team’s Sales Funnels

Ensure that our prospecting efforts produce well-aligned clients who view FM as Trusted Advisors through the effective use of the Client Service Process

Provide focus on training, coaching, developing and mentoring BDEs in the field in order for them to: open doors, create new opportunities and maintain a full funnel at all times

Engage and collaborate with DMs, Operations mgmt and BDSs to meet both individual and regional goals

Develop the necessary skills and talent to sell risk improvement, close direct business and win with brokers

In conjunction with the Division Manager, and the VP of Sales, establish New Business objectives at a Region, Division, Operation and individual level

Achieve new business objectives for the region to include the: New business premium and the percent direct quota, Quote/written ratio objective, Number of calls

Work jointly with divisional and operations management to support the sales process by engaging DMs, OMs, and other key personnel to target mutually-agreed Prospects

Work with the Sales Enablement Manager to expedite prospect qualification, research, lead development and nurturing by dedicated Business Development Specialists

Develop, coordinate and implement both an annual and 3-year strategic sales plan for the region

The annual plan should cover prospect, broker and BDE development and be presented at least annually to the Operations Management for the next rolling 12 to 36 months

Quarterly meetings with BDEs should be designed to check the status of “best few” and “in funnel” prospects, with a focus on overcoming hurdles and objectives as a Team

Engage and integrate BDEs in operations and work with Operations management to effectively promote and engrain FM Global’s dual delivery strategy

Evaluate BDE performance in conjunction with Operations management

Collaborate with operations management to develop strategies to maximize our relationships with brokers and consultants

Lead the Client Service Process by striving for early CST appointment, collaborative prospect strategies, and the use of associated tools, including the call plan/report, client service plan and new business proposal templates

In CRM document: Call Plans and Reports for unique and key strategic calls, Jointly drafted strategies and action items that reflect information developed during calls and meetings with client service teams

Develop Client Service Plans in conjunction with Prospects, Develop Proposals that affirm the value, confirm the details, sell the “people, process and plan” and demonstrate the value of the risk improvement plan

Create and maintain sales territories of equal opportunity and equivalent prospect workload for individual BDEs, Leverage the BDSs to qualify the entire region’s universe of prospects

Ensure that BDEs continue filling their funnel at all times, especially while they are managing their Best Few prospects

Train and coach BDEs to collaborate with BDS’ to continuously push prospects down into the funnel

Insure that all prospects are assigned to BDEs at all times and keep information in CRM accurate and up-to-date

Utilize available tools to ensure that call activity is properly planned and focused on strategic players

Coach and mentor to meet minimum call quality criteria, Dry-run key meetings with BDEs to ensure they have properly planned the call

Establish and monitor an annual call planning process to achieve unique call objectives

Establish monthly objectives for direct and face to face calls on strategic players

Qualification

Insurance Industry ExperienceSales Strategy DevelopmentLeadership SkillsCoachingClient Service ProcessMentoringCRM ProficiencyStrategic PlanningCollaboration SkillsCommunication Skills