Regional Broker Manager – Mid-Atlantic

Jobtailor; Maryland; On-site; USD 90,000 - 120,000; Full time

Job summary

Colonial Life seeks an experienced broker sales leader to grow broker-influenced sales in assigned territories, in partnership with local leadership.

You will build and manage broker pipelines, train field agents, and align distribution with national broker offices, traveling 50–75% of the time as needed.

Qualifications

• Bachelor’s degree or equivalent experience.
• Licensed to solicit insurance, or ability to obtain license in states within assigned territory within 45 days.
• 8+ 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.

Responsibilities

• Drive growth of broker-influenced sales in assigned territories.
• Increase profitable sales and new clients through insurance brokers in public sector and commercial markets.
• Target and regularly engage broker relationships to drive new client sales opportunities.
• Document broker engagements weekly in the company CRM platform.
• Document, manage, and cultivate client opportunity pipelines.
• Act as a strategic business partner to field agents in customer presentations.
• Create and execute business plans with Territory Sales Managers to drive local broker-market growth.
• Train and develop the brokerage market and value proposition.
• Ensure distribution alignment between Colonial Life’s field organization and national broker partner offices.
• Engage and educate brokers on Colonial Life’s value proposition and expertise.
• Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns.
• Cultivate relationships with internal and external partners.
• Evaluate MAP, Worksite Specialist, broker sales representative, and home-office visit requests.
• Manage budget and expenses.
• Perform other assigned duties.

Skills

Communication

Influencing

Presentation

Persuasion

Problem-Solving

Planning

Interpersonal Skills

Organizational Skills

Education

Bachelor’s degree or equivalent experience

Tools

CRM Platform

Job description

• Drive growth of broker-influenced sales in assigned territories in partnership with local leadership and Colonial Life’s career agency distribution channel
• Increase profitable sales and new clients through insurance brokers in public sector and commercial markets
• Target and regularly engage broker relationships to drive new client sales opportunities
• Document broker engagements weekly in the company CRM platform
• Document, manage, and cultivate client opportunity pipelines
• Act as a strategic business partner to field agents in prospective and existing customer presentations
• Create and execute business plans with Territory Sales Managers to drive local broker-market growth
• Train and develop the Colonial Life sales hierarchy on the brokerage market and value proposition
• Ensure distribution alignment between Colonial Life’s field organization and national broker partner offices
• Engage and educate brokers on Colonial Life’s value proposition and expertise
• Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns
• Cultivate relationships with internal and external partners
• Evaluate MAP, Worksite Specialist, broker sales representative, and home-office visit requests
• Manage budget and expenses
• Perform other assigned duties

Requirements

• Bachelor’s degree or equivalent experience
• Licensed to solicit insurance, or ability to obtain an insurance license in states within assigned territory within 45 days
• 8+ 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

Core Competencies

Demonstrates expertise in broker sales and marketing, with a focus on cultivating relationships and driving growth in the insurance sector. Proficient in strategic business planning, client engagement, and training within the brokerage market.

Highest-signal resume keywords

• Broker Sales Experience
• Insurance License
• Client Relationship Management
• Strategic Business Planning
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Broker Sales
• Sales Pipeline Management
• Business Plan Execution
• Market Growth Strategies
• Insurance Products Knowledge

Soft Skills

• Interpersonal Skills
• Collaboration Skills
• Problem-Solving Skills
• Attention to Detail
• Self-Guided Organization

Certifications & Qualifications

• Insurance License

Industry Keywords

• Brokerage Market
• Worksite Benefits
• Voluntary Benefits
• Public Sector Sales
• Commercial Markets

Tools & Technologies

• CRM Platform