Regional Sales Ops Leader: Hybrid Growth & Efficiency

USI Insurance Services; Phoenix (AZ); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Competitive benefits

Hybrid work model

Paid time off

Paid holidays

Job summary

USI Insurance Services in Phoenix seeks a Regional Sales Operations Leader to drive efficiency across the front end of the sales process, partnering with regional leadership to improve prospect quality, engagement, and first appointments to fuel new business growth. The role collaborates with the national Revenue Operations team to implement best practices and optimize regional performance.

You will oversee the Sales Support team, optimize prospect strategy, and ensure adoption of new tools and

Qualifications

• 5+ years in insurance brokerage or a related field.
• Proven ability to lead, motivate, and influence 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 SMS, SES, and RFP Specialists, ensuring staffing aligns with metrics.
• Oversee prospect strategy and assignment (U Match) to balance volume and quality 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, address gaps with Practice Leaders, 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.
• Review sales funnel metrics and tool usage to drive improvements with leadership.
• Partner with Practice Leaders on adoption of new sales tools and enhancements.
• Continuously improve sales process efficiency aligned with USI best practices.

Skills

Leadership

Strategic planning

Communication

Goal oriented

Team motivation

Job description

USI Insurance Services in Phoenix seeks a Regional Sales Operations Leader to drive efficiency across the front end of the sales process, partnering with regional leadership to improve prospect quality, engagement, and first appointments to fuel new business growth. The role collaborates with the national Revenue Operations team to implement best practices and optimize regional performance.

You will oversee the Sales Support team, optimize prospect strategy, and ensure adoption of new tools and