MarshBerry · 1 week ago
Regional Sales Director (Midwest)
Cleveland, OH
Full-time
Hybrid
Mid, Senior Level
7+ years expMarshBerry is a consulting services company in the financial services industry. They are seeking a Regional Sales Director to develop new business within the Midwest region, focusing on recruitment and sales activities to drive profitable growth.
Financial ServicesManagement Consulting
Responsibilities
Collaborate with the Senior Vice President and Regional Vice President to drive new business generation through identifying and recruiting new member agents and driving profitable growth through aggregation within the assigned territory
Maximize revenue in assigned region by increasing the amount of aggregated premium
Develop and maintain strong working relationships with agents
Maintain established carrier underwriting relationships
Utilize Salesforce to plan, log, and execute sales strategies
Engage partners to assist member agents with IT, marketing, and educational evaluations and opportunities
Lead member agent’s strategic planning process
Report sales data and activities weekly to the SVP
Complete new agent onboarding process
Retain and service existing agents
Educate members on First Choice partner and vendor discounts
Stay abreast of industry trends and changes incorporating 'proven practices' in the development of processes, services, and quality standards
Support MarshBerry and individual branding through contributing to MarshBerry and industry and presentations
Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services
Other special projects, tasks or duties as assigned by Management
Qualification
Required
Bachelor's degree in Business Management, Finance, or related field
P&C license required
7-10 + years of sales experience with a minimum of 5+ within the insurance industry
Strong relationships with agency owners within the territory
In depth knowledge of insurance plans and carriers
Proficient with technology; CRM, PowerBI, Word, Excel, Power Point
Demonstrated leadership skills
Strong communication skills; both written and verbal
Ability to travel 30-40% of the time; includes overnight and weekend travel
Ability to work flexible and/or extended hours as needed
Preferred
MBA or master's preferred
Professional Designations or Insurance Certifications like RPLU, CIC ARE, CPCU are a plus
Salesforce experience is a plus
Experience presenting and writing content to be published is a plus
Benefits
Competitive benefits
Hybrid work schedules
New challenges
Learning experiences
Company
MarshBerry
MarshBerry is a management consulting firm.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2025-09-10Acquired
2022-01-18Private Equity
Leadership Team
Kris Figueroa
Chief Financial Officer
Allison Dassani
Director, Chief Operating Officer of Financial Advisory
Recent News
2025-10-09
Company data provided by crunchbase