Collaborates in the development and execution of strategic business plans for Foremost and Bristol West products in the independent agency channel for assigned states.
Drives the execution of state distribution strategies, ensuring alignment with product and underwriting partners.
Directs the overall state team strategy to achieve profitable growth across product lines.
Leads the recruitment, development, training, and coaching of field sales staff.
Develops and implements short-, mid-, and long-term objectives, strategies, and action plans.
Supports the development of Territory Managers and agency growth plans.
Manages performance of direct reports.
Creates and recommends training programs, policies, and practices to ensure a well-equipped sales force.
Plans, directs, and coordinates all sales-related activities to achieve revenue goals.
Formulates and oversees sales/marketing plans and promotions to stimulate profitable sales growth.
Identifies target markets and directs efforts in training, sales, marketing support, and research.
Acts as an advocate by recommending new products, services, and field initiatives.
Ensures regular, clear, and consistent cross-functional communication with product management, underwriting, executive management, and agency partners.
Serves as a communication bridge between Foremost and other internal and external groups.
Collaborates with marketing and training teams to develop educational materials and strategies.
Responsible for the initiation, positioning, and distribution of products and product enhancements.
Implements rate and product changes while ensuring successful communication and training.
Assesses industry trends to identify new opportunities and implement them effectively.
Use quantitative knowledge to influence future products and rate changes.
Coordinates field-facing activities, programs, and promotions to align with business objectives.
Performs other duties as assigned while contributing to the overall success of the zone and organization.
Reviews quarterly updates on regional objectives and makes necessary revisions to achieve goals.
Evaluates and develops field sales force objectives and plans to ensure the achievement of sales goals.
Tracks and reports progress of sales programs and contests to business unit management.
Stays informed of competitive, legislative, and regulatory activity within assigned states.
Ensures understanding and implementation of technology in the sales process to maximize effectiveness.
Requirements
Bachelors degree required.
Masters degree or MBA preferred.
Minimum seven years of experience in the insurance industry, preferably in sales, marketing, or distribution.
Experience leading and managing sales teams preferred.
IA Distribution in Texas market is highly preferred.