The Director of Sales will be responsible for developing and executing sales strategies to meet revenue targets, managing a team of sales professionals, and ensuring compliance with regulatory requirements.
PRIMARY RESPONSIBILITIES:
- Develop and implement sales strategies to meet revenue and growth targets, identifying opportunities for new sales channels and leading the expansion into new markets.
- Hire, manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service.
- Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services.
- Develop and maintain up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients.
- Monitor sales performance and provide feedback and coaching to improve productivity and meet performance targets.
- Ensure compliance with regulatory requirements and company policies and procedures.
- Collaborate with other departments to ensure that the insurance division is integrated effectively with other business lines.
- Develop and maintain up-to-date knowledge of market trends and competitor activities and adjust strategies accordingly.
KNOWLEDGE, SKILLS & ABILITIES:
Proven sales leadership with the ability to build, motivate, and mentor a high‑performing Private Risk/Personal Lines sales team.
Exceptional communication skills, including the ability to articulate complex risk concepts clearly and professionally to internal teams, carrier partners, centers of influence, and HNW clientele.
Deep understanding of the private client / personal lines risk landscape, including carriers, underwriting considerations, risk mitigation trends, and sophisticated coverage structures (e.g., high‑value homes, family offices, luxury autos, yachts, umbrellas).
Strategic sales planning expertise with a track record of developing and executing growth strategies that drive revenue, improve retention, and expand market presence within the affluent and HNW segments.
Strong analytical and problem‑solving capabilities, particularly in evaluating risk portfolios, identifying gaps, and recommending solutions aligned with client goals.
requirements.Ability to foster collaborative relationships with internal service teams, producers, marketing, and carrier partners to ensure a seamless client experience.
Proficiency with CRM and sales management tools, Microsoft Office Suite, and strong Excel skills for forecasting, reporting, and pipeline management.
Demonstrates professionalism, integrity, and alignment with firm values, serving as a cultural champion and role model within the organization.
EDUCATION & EXPERIENCE:
7–10 years of experience in Private Risk / Personal Lines insurance, preferably serving affluent or high‑net‑worth clients.
Minimum 5 years of leadership or sales management experience, with a proven ability to lead teams, grow revenue, and cultivate producer performance.
Experience developing carrier relationships, negotiating with underwriters, and managing complex private client accounts is highly preferred.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.