Chief Sales Officer

Horan Securities, Inc.; Carlsbad (CA); On-site; USD 250,000 - 300,000; Full time

Job summary

An established industry player is seeking a dynamic Chief Sales Officer to lead and inspire a team of producers. This role involves strategic oversight of sales operations, fostering a culture of success, and enhancing collaboration across the organization. The ideal candidate will have extensive experience in large broker environments, a proven track record in sales management, and exceptional communication skills. Join a forward-thinking company that values innovation and teamwork, and make a significant impact on its continued growth and success. If you're passionate about driving results and creating solutions in a fast-paced environment, this opportunity is perfect for you.

Qualifications

• 10+ years of experience in large broker environments.
• Strong organizational skills and ability to manage multiple projects.

Responsibilities

• Manage a team of producers and facilitate sales meetings.
• Implement training and support for producers' success.
• Drive account rounding efforts and manage business proposals.

Skills

Sales Management

Team Leadership

Communication Skills

Organizational Skills

Interpersonal Skills

Strategic Planning

Education

High School Diploma or Equivalent

Job description

Chief Sales Officer (CSO)

Hub International

Breaking Boundaries for 25 years - and counting.

The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 540 HUB offices across North America and ranked 5th among the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

We are the perfect fit if:

• You are results-oriented with a proven track record of success.
• You have high energy and a vision for the future.
• You can engage producers from every experience level.
• You value internal and external interpersonal connections.
• You are creative and forward-thinking.
• You understand the business employee benefits, insurance, and risk management and can create solutions to address the complex needs they present.
• You are known to be a good listener and effective communicator.

POSITION SUMMARY:

Responsibilities Producer Support Functions:

• Directly manage a team of producers.
• Recruit new producers, onboard and validate.
• Facilitate recurring sales meetings for all producers.
• Have knowledge of the San Diego and Inland Empire sales markets.
• Facilitate recurring resource fairs.
• Facilitate the annual producer business plan process.
• Identify and implement any producer training needed.
• Design, roll-out, and execute a holistic cross-selling initiative.
• CSO works with producers on prospect identification and nurturing strategies.
• Determine how to regularly share best practices and celebrate success across the territory.
• Compile and review quarterly producer scorecards.
• CSO will work with Practice Leaders to drive account rounding efforts.
• Manage and optimize producer travel and entertainment spending.
• Serve as a conduit to Specialty Practices and Internal Resources.
• Assist with new business RFP proposals, stewardship reports, client meetings, and co-brokering arrangements.
• Lead the ‘Deal Team’ to aid in closing large business opportunities.
• Support producers with external marketing efforts.

Business Optimization:

• Foster a culture of success, accountability, and collaboration.
• Promote being a “boundaryless organization.”
• Monthly new business monitoring, forecasting, and reporting.
• Coordination of annual new business budgeting.
• Oversight of PSP performance, producer draws, and reporting on CORE/pipeline data.
• Preparing for and supporting long-term producer perpetuation.
• Create producer synergies, team building, and collaboration.
• Support M&A onboarding and integration.
• Quarterly validation of producer bonus accruals.
• Oversight of the SRM and marketing team.
• Be proactive and constructively engaged with fellow CSOs.
• Work collaboratively with the practice leader, producer, and HPT to resolve service and support issues.
• Participate in HUB’s annual SHARP program.

Salary: $250,000.00 - $300,000.00 plus bonus and equity.

FACTORS FOR SUCCESS:

• 10+ years of large broker experience.
• Must live in San Diego or Inland Empire.
• Experience with complex sales.
• Strong organizational skills with the ability to manage multiple projects simultaneously.
• Reliable team member.
• Have strong personal accountability and drive for success.

Department: Sales

Required Experience: 10-15 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.