Regional Business Development Director (Central)

MarshBerry; Richmond (VA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Growth opportunities

Job summary

MarshBerry, a subsidiary of Lincoln International, is seeking a Regional Business Development Director to grow the FirstChoice region. You will recruit independent insurance agencies, build relationships, and create opportunities through Salesforce and strategic partnerships.

The role is remote-based with travel 30–40% in the region, reporting to the Regional Vice President and collaborating with Regional Relationship Directors to drive membership and revenue growth.

Qualifications

• Bachelor's degree in Business, Risk Management, Finance, Marketing, Sales or related field. MBA or master’s preferred.
• Insurance designations or licenses are a plus (P&C, CIC, CPCU).
• 7–10+ years of sales experience within insurance or related fields.
• Proficient with CRM systems (Salesforce, Power BI, Word, Excel, PowerPoint).

Responsibilities

• Develops and executes a comprehensive business plan and development strategy for the assigned region.
• Maintains responsibility for all new member aggregation.
• Builds understanding of the regional insurance marketplace and opportunities for MarshBerry expansion.
• Identifies, targets, and recruits independent insurance agencies aligned with FirstChoice's strategy.
• Increases membership, revenue, and aggregated premium within the territory.
• Collaborates with carrier reps to identify growth opportunities and generate referrals.
• Maintains a Salesforce pipeline and plans sales strategies with the team.
• Travels 30–40% of the time to meet with prospects and partners.

Skills

Sales leadership

Insurance industry knowledge

CRM (Salesforce)

Business development

Education

Bachelor's degree in Business or related field

MBA preferred

Tools

Salesforce

PowerBI

Job description

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

Regional Business Development Director (Central)

• Posted on October 19, 2026

Locations

Showing 1 location

• Remote
• Insurance Services
• Full-Time
• Requisition #: REGIO001384

Description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Regional Business Development Director to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

FirstChoice is currently seeking a Regional Business Development Director to join our growing team. The Regional Business Development Director will focus on developing new business for FirstChoice. The Business Development Director is responsible for recruiting, prospecting, relationship development, and will be the opportunity creator for the region.

This is a remote-based position. The ideal candidate will live in either OH, MI, IN, IL, WI, MN, KY, TN, or WV.

Success in this role requires a highly proactive, relationship-driven approach to business development with the ability to identify and develop opportunities while building trusted relationships. The Business Development Director will develop and maintain a strong pipeline of prospective members in Salesforce through direct prospecting, email campaigns, referrals, carrier and strategic partner relationships, industry events, conferences, and other market-development activities. The Business Development Director is expected to create opportunities and be the first point of contact for all FirstChoice Web lead inquiries in the Region. They will continually expand FirstChoice’s network by initiating conversations with agency owners and other key industry stakeholders.

This individual will work in close partnership with the Regional Vice President and Regional Relationship Directors to ensure the region has a coordinated team selling strategy for approval and onboarding of all new members. The Business Development Director will introduce and actively transition the relationship to the appropriate Regional Relationship Director throughout the relationship building process.

Responsibilities:

• Develops and executes a comprehensive business plan and development strategy for the assigned region.
• Maintains responsibility for all new member aggregation.
• Builds a deep understanding of the regional insurance marketplace, including agency dynamics, carrier appetites, competitive networks and aggregators, and opportunities for FirstChoice expansion.
• Proactively identifies, targets, and recruits independent insurance agencies that align with FirstChoice's membership strategy.
• Increases membership, revenue, and aggregated premium volume within the assigned territory.
• Collaborates with carrier representatives to identify joint growth opportunities, enhance member value, and generate qualified prospective member referrals.
• Leverages strategic partnerships to expand market reach and generate qualified prospective member referrals.
• Builds and maintains a consistent Salesforce opportunity pipeline of prospective members through prospecting, networking, referrals, and market intelligence.
• Collaborates with the Regional Vice President and Regional Relationship Director to initiate new prospective members.
• Utilizes Salesforce to plan, log, and execute sales strategies.
• Participates in team-selling environment with colleagues.
• Attends conferences, association meetings, and industry events to build brand awareness and develop relationships to generate leads and identify new partnership opportunities.
• Reports sales data & activities weekly to the Regional Vice President during 1:1’s.
• Attends monthly meetings to collaborate with the other Region’s Business Development Director.
• Stays abreast of industry trends and changes incorporating “proven practices” in the development of processes, services, and quality standards.
• Supports MarshBerry and individual branding with an active LinkedIn presence & contributing to MarshBerry and industry presentations.
• Other special projects, tasks or duties as assigned by Management.

Selection Criteria

Education & Experience:

• Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales or another related field. MBA or master’s preferred.
• Insurance designations or licenses are a plus such as P&C license, CIC, CPCU.
• 7-10+ years of sales experience. A minimum of 5 years within the insurance industry.
• Proficient with technology including CRM, PowerBI, Word, Excel, Power Point. Salesforce experience is a plus.
• Demonstrated success growing a geographic territory through consultative sales, territory management, strategic planning, relationship management, recruiting, and business development.
• Existing relationships within the independent agency and carrier community are strongly preferred.
• Experience working with associations and carrier partners with an in-depth knowledge of insurance carrier reporting.
• Self-motivated with excellent organization and time management skills.
• Strong networking, negotiation, presentation, & communication skills with demonstrated ability to develop executive-level relationships & influence decision makers.
• Self-directed, disciplined, and comfortable operating with significant autonomy and accountability for results.
• Experience presenting and writing content to be published is a plus.
• Ability to travel 30-40% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.

Other:

• Confidentiality: Always maintains confidentiality with proprietary information as well as all internal and external communications.
• Team-oriented: Positive and professional, able to show consideration for and maintain good working relations with coworkers; remains opens to others’ ideas and exhibits a willingness to try new things.
• Ability to multitask: Able to complete projects and responsibilities accurately according to required timelines and deadlines; possesses the capacity to work under pressure; demonstrates accuracy and thoroughness and monitors work to ensure quality.
• Self-motivated: Innovative self-starter with the ability to prioritize and make appropriate decisions with little guidance or instruction.
• Confident: Poised and acts in a confident manner to facilitate completion of a work assignment or to defend a position or idea.
• Open to feedback: Follows instructions, responds to management directions, and solicits feedback to improve performance.
• High ethics: Displays strong moral and ethical fortitude, prescribing to the values, standards, and policies of MarshBerry.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings includeInvestment Bankingservices such asMerger & Acquisition AdvisoryandCapital Raising, as well asFinancial ConsultinginStrategic Planning,Valuations, andPerpetuation Planning. MarshBerry also provides specialized support inOrganic Growth Consulting,Executive Peer Exchange, Agency Network andMarket Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com .

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places – The Plain Dealer
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, women, veterans, and those individuals with disabilities.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.