West Region Sales Leader

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

📋 Description

• Oversee the overall sales strategy and execution within the Western territory.

• Propel new business production, retention, and profitable expansion across all lines.

• Maintain a strong personal presence with key agencies, top partners, and strategic prospects.

• Supply market intelligence regarding competitors, pricing, and product positioning to leadership.

• Formulate regional growth strategies for California, the Pacific Northwest, Mountain States, Southwest, and other designated Western markets.

• Lead, mentor, and cultivate a team of Business Development Managers.

• Set expectations for activity, pipeline management, and desired outcomes.

• Monitor sales activity, encompassing agency meetings, submissions, and conversions.

• Conduct pipeline reviews, forecasting, and performance evaluations.

• Collaborate with HR to recruit and hire top BDM talent.

• Develop onboarding, training, and coaching initiatives.

• Manage sales metrics, including new business premium growth, hit ratios, conversion rates, pipeline health, forecast accuracy, and agency engagement targets.

• Identify, appoint, and nurture agency partners throughout the Western region.

• Create agency plans, scorecards, and quarterly assessments.

• Enhance distribution by repositioning or exiting underperforming relationships.

• Extend Vault’s presence in target metropolitan markets and high-net-worth communities.

• Establish networks with centers of influence, including wealth advisors, private bankers, attorneys, estate planners, luxury real estate professionals, and lifestyle organizations.

• Foster participation in targeted events, partnerships, and sponsorships.

• Generate strategic introductions and referral opportunities.

• Collaborate with Underwriting, Risk Services, Claims, Product, and Marketing to drive profitable growth and enhance distribution initiatives.

⛳️ Requirements

• 8-12+ years of experience in Property & Casualty insurance with a focus on sales, distribution, or business development.

• A minimum of 2 years of experience in high-net-worth insurance.

• 3-5+ years of leadership experience overseeing field sales teams.

• Proven success in driving new business growth within a specified territory.

• Established experience in developing independent agency relationships within the high-net-worth segment.

• Strong history of recruiting, hiring, and developing high-performing sales professionals.

• Proficient in setting performance expectations, metrics, and accountability frameworks.

• Ability to coach teams on pipeline management, market development, and closing strategies.

• Strong player-coach leadership style, capable of maintaining a personal market presence while leading a team.

• In-depth understanding of the Western insurance markets, including key regional agencies, competitors, and market dynamics.

• Knowledge of agency landscapes in California, Pacific Northwest, Mountain States, and Southwest.

• Experience in leveraging centers of influence, including wealth advisors, private bankers, attorneys, and luxury networks.

• Highly data-driven, with the capability to translate market data and competitive intelligence into actionable growth strategies.

• Proven ability to collaborate cross-functionally with Underwriting, Risk Services, Product, Claims, and Marketing.

• Strong executive presence along with excellent verbal and written communication abilities.

• Bachelor’s degree preferred, ideally in Business, Marketing, Insurance, or a related field.

• Preferred industry designations such as CPCU, CIC, CPRIA, PRMA, or similar credentials.

• Active insurance license or the ability to obtain necessary state licensing.

🏝️ Benefits

• Flexible Spending Accounts & Health Savings Account, with company contributions.

• Company-paid comprehensive life & disability insurance plans.

• 24/7 Telehealth doctor access.

• Virtual wellness screenings.

• Employee Assistance Programs.

• Company 401(k) retirement plan with Day 1 eligibility.

• 6% company match with 100% immediate vesting.

• 23 PTO days accrued annually.

• 11 paid holidays.