Regional Sales Operations Leader - Front-End Growth Focus

USI Insurance Services

Torrance (CA)

Hybrid

USD 100,000 - 115,000

Full time

10 days ago

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Benefits offered by this job

Health and welfare benefits
401(k) plan
Paid time off
Paid holidays
Family leave

Job summary

USI Insurance Services seeks a Regional Sales Operations Leader to partner with regional leadership and drive efficiency across the USI sales process, especially on the GET front end. The role improves prospect quality, assignment, engagement, and first appointments to fuel new business growth and producer success.

Collaboration with revenue operations ensures best practices region-wide. The position involves leading the Sales Support team, optimizing prospect strategy, and driving adoption of

Qualifications

  • Experience leading and influencing teams.
  • Experience developing and executing sales or marketing strategies.
  • Excellent verbal and written communication skills.
  • Goal-oriented mindset.

Responsibilities

  • Manage the Sales Support team, including Sales and Marketing Specialists (SMS), Sales Enablement Specialists (SES), and RFP Specialists (RFP).
  • Oversee prospect strategy and assignment (U Match) to ensure optimal volume and quality of opportunities by size, geography, and 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; partner with Practice Leaders to address gaps and 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 tool utilization to identify gaps and drive 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
Insurance domain knowledge

Job description

USI Insurance Services seeks a Regional Sales Operations Leader to partner with regional leadership and drive efficiency across the USI sales process, especially on the GET front end. The role improves prospect quality, assignment, engagement, and first appointments to fuel new business growth and producer success.

Collaboration with revenue operations ensures best practices region-wide. The position involves leading the Sales Support team, optimizing prospect strategy, and driving adoption of

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