Regional Sales Operations Leader - Front-End Growth

USI Insurance Services; Irvine (CA); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Paid holidays

Family leave

Job summary

USI Insurance Services seeks a Regional Sales Operations Leader (RSOL) to partner with regional CEOs and practice leaders to drive efficiency and consistency across the front-end sales process. This role focuses on improving prospect quality, assignment, engagement and first appointment activity to support new business growth and producer success.

You will lead the Sales Support team, oversee prospect strategy, monitor activity and promote adoption of new sales tools.

Qualifications

• 5+ years of experience in insurance brokerage or a related field.
• Proven ability to lead, motivate, and influence teams.
• Experience developing and executing sales or marketing strategies.

Responsibilities

• Manage the Sales Support team, including SMS, SES, and RFP Specialists, ensuring staffing and metrics alignment.
• Oversee prospect strategy and assignment (U Match) to ensure volume and quality of opportunities by size, geography, and industry vertical.
• Guide prospect engagement efforts, including contact strategy, events, Executive Series follow-up, and Centers of Influence support.
• Monitor producer activity, effort, and first appointments; address gaps with Practice Leaders to improve outcomes.
• Collaborate with producers to resolve quality prospect and warming strategy issues.
• Ensure consistent execution of Engagement Day and other sales activity best practices across offices.
• Regularly review sales funnel metrics and sales tool utilization to identify gaps; implement improvements.
• Partner with Practice Leaders on rollout and adoption of new sales tools and enhancements.
• Continuously improve sales process efficiency by identifying issues and implementing solutions aligned with USI best practices.

Skills

Leadership

Sales strategy

Communication

Team motivation

Job description

USI Insurance Services seeks a Regional Sales Operations Leader (RSOL) to partner with regional CEOs and practice leaders to drive efficiency and consistency across the front-end sales process. This role focuses on improving prospect quality, assignment, engagement and first appointment activity to support new business growth and producer success.

You will lead the Sales Support team, oversee prospect strategy, monitor activity and promote adoption of new sales tools.