Director of Brokerage Sales Team and Partner Relations

Greater Boston, MA area

Smith & Wilkinson has been engaged by our client, a mature and innovative life insurance carrier, on its search for a Director of Brokerage Sales Team and Partner Relations. This newly-created position will be critical to the development and success of the sales team, and requires someone with strong sales insight, creative communication and presentation skills, and a keen talent for client relationship management of both new and existing accounts.

Job Requirements:

  • Responsible for the day-to-day supervision of the Brokerage Sales team, comprised of 4 account managers and support staff
  • Creating a driven sales culture while maintaining high level of customer-centricity
  • Demonstrated operational aptitude, establishing improved sales processes around heightened business development activity
  • Responsible for setting and achieving sales and production goals, and providing agents with marketing ideas, new techniques and sales support
  • Relationship management/account support for distribution clients, acting as a liaison and advocate for client partners
  • Creation and presentation of engaging and creative presentations to existing and potential partners
  • Monitor and report on key reporting metrics
  • Work with the VP of Brokerage to develop sales strategy and objectives
  • Active participation in industry trade events

Education & Experience Requirements:

  • Bachelor’s in a relevant field (Business, Finance, Marketing etc)
  • Sales team management required
  • 5+ years of experience in life insurance sales capacity, working as or closely with brokers/agents
  • CLU designation or willingness to earn CLU within three years
  • 30% domestic travel required

If you’re a dynamic, motivated and innovative sales professional, with an eye for client satisfaction and an eagerness to develop as a manager, please contact Ken Jordan for immediate consideration.

Account Executive:
Ken Jordan, Partner & Practice Director, Insurance