Regional Broker Growth Leader, Northern California

Unum Ireland; San Francisco (CA); Vor Ort; USD 110.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health

Vision

Dental

Short & Long-Term Disability

PTO including paid volunteer time

401(k) up to 9.5% employer match

Mental health support

Career advancement opportunities

Student loan repayment options

Tuition reimbursement

Flexible work environments

Zusammenfassung

Unum seeks a Regional Broker Manager to drive broker-influenced sales across assigned territories, partnering with Colonial Life’s distribution network and local leadership to win new clients in commercial and public sector markets.

You will engage with brokers regularly, document interactions in CRM, and collaborate with field agents to execute strategic plans. Travel 50–75% is required, with a focus on growth and strong partner relationships across the region.

Qualifikationen

• Bachelor’s degree or equivalent experience.
• Licensed to solicit insurance or the ability to obtain license in states within assigned territory within 45 days.
• 5+ years of Broker sales/marketing experience, preferably in worksite or voluntary benefits products.
• Strong communication, influencing, presentation, and persuasion skills.
• Strong problem solving and planning skills; attention to detail.
• Excellent interpersonal and collaboration skills; highly responsive to customer needs.
• Ability to travel 50% to 75% of the time.
• Self-guided; Strong Organization skills.

Aufgaben

• Increase profitable sales and the number of new clients through insurance brokers in Public Sector and commercial markets in partnership with the Colonial Life sales organization and home office business partners.
• Work with territory sales managers and colonial life agents to target specific broker relationships where growth can be achieved.
• Personally engage with targeted brokers on a regular basis to drive new client sales opportunities.
• Personally document details of broker engagements in company CRM platform on a weekly basis as well as document, manage, and cultivate pipeline of client opportunities for brokers that the RBM is supporting.
• Act as a strategic business partner to field agents in presentations for prospective and existing customers.
• Partner with Territory Sales Managers to create and execute business plans that will drive growth in the local broker market and aligns to regional and national goals.
• Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition.
• This includes decision maker presentations, brokerage differentiators, National Broker Partners, and all available marketing programs.
• Ensure appropriate distribution alignment between Colonial Life’s field organization and national broker partner offices.
• Engage and educate brokers on Colonial Life’s overall Value proposition and our expertise in the public sector, commercial, brokerage, and large case markets.
• Manage and participate in broker meetings, forums, trade shows, and lunch & learns within assigned region.
• Cultivate strong working relationships with internal and external partners.
• Evaluate potential MAP, Worksite Specialist, broker sales representatives and HO visit requests within assigned region.
• Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline request.
• Adhere to company’s expectation regarding budget and expense management.
• May perform other duties as assigned.

Kenntnisse

Communication skills

Influencing

Presentation skills

Persuasion

Problem solving

Planning

Interpersonal skills

Collaboration

Travel readiness

Ausbildung

Bachelor’s degree or equivalent experience

Jobbeschreibung

Unum seeks a Regional Broker Manager to drive broker-influenced sales across assigned territories, partnering with Colonial Life’s distribution network and local leadership to win new clients in commercial and public sector markets.

You will engage with brokers regularly, document interactions in CRM, and collaborate with field agents to execute strategic plans. Travel 50–75% is required, with a focus on growth and strong partner relationships across the region.