Territory Marketing Consultant – Business Development Consultant

This is a fully remote position, open to applicants in California.

📋 Description

• Formulate a strategic plan for the territory in collaboration with regional management.

• Direct the sales process by working closely with management, underwriters, and other departments to facilitate the acquisition and retention of desirable business.

• Build a network of agents that positions Zenith to secure profitable business and cultivate a policyholder base that values our value proposition.

• Continuously enhance knowledge of the profile, book, sales tactics, capabilities, competition, and key players within each assigned agency.

• Ensure Zenith is recognized as the preferred market choice among our agents and identified prospects/renewals.

• Promote early engagement with targeted new and renewal accounts.

• Support our agents in demonstrating the value of our programs and services, including conducting joint presentations to policyholders.

• Collaborate with assigned agents to create a steady flow of qualified business.

• Educate assigned agents on Zenith’s products and capabilities and train them on effective brand selling strategies.

• Monitor agency performance and outcomes, making necessary adjustments to agency plans to foster mutually beneficial, significant, and efficient relationships.

• Gather competitive intelligence for the local market to strategically position our strengths in meeting agent and policyholder needs, thereby enhancing our success ratios.

• Identify opportunities to enhance the agency/policyholder experience with Zenith, including recognizing and resolving any service-related roadblocks.

• Engage in the regional agency management process and actively assist underwriting and other departments in promoting agency cooperation to tackle policyholder issues.

• Cultivate strong and productive relationships with our agents, policyholders, and targeted associations.

• Foster a robust, collaborative relationship with underwriting and other departments.

• Perform additional duties as assigned.

⛳️ Requirements

• High School Diploma or equivalent is required.

• Bachelor’s Degree or a comparable combination of training and experience is required.

• A minimum of 1 year of experience in the insurance industry, sales, or direct customer-facing roles.

• Demonstrated leadership and sales skills that resonate at the executive level.

• Ability to proactively seek opportunities, maintaining a natural curiosity to uncover and resolve issues through thoughtful questioning.

• Proven strategic thinking paired with tactical execution.

• Excellent communication and networking abilities; comfortable presenting to groups.

• Capable of articulating ideas clearly and concisely in both formal and informal settings, often through effective storytelling.

• Maintain a positive, upbeat, and enthusiastic demeanor daily, with an open-minded approach.

• Ability to navigate ambiguity while remaining focused on achieving company objectives.

• Collaborates effortlessly with team members.

• Operates with an entrepreneurial mindset and is capable of self-management.

• Valid Driver’s License in good standing.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• Flexible Spending Accounts.

• Paid Parental Leave.

• Life, AD&D, and Disability Insurance.

• 401(k) plan and Employee Share Purchase Plan (ESPP).

• Education and Training Reimbursement.

• Paid Leave: 3 weeks per year.

• Vacation: 2 weeks per year.

• Sick Leave: 10 paid Company Holidays, 2 Personal Days, and 2 Floating Holidays.

• Employee Assistance Program (EAP).