Remote Regional Relationship Director — Growth & Partnerships

MarshBerry; United States; Remote; USD 120,000 - 160,000; Full time

Benefits offered by this job

Remote-based position

Hybrid work schedules

Competitive benefits

Growth opportunities

Job summary

MarshBerry, a subsidiary of Lincoln International, is seeking a Regional Relationship Director to lead member retention, cultivate partnerships, and expand market presence. This remote-based role prioritizes proactive leadership, consultative team-selling, and growth within the territory, collaborating with regional leadership and internal teams.

Ideal candidates have a strong sales background in financial services/insurance, 7–10+ years in the field, and the ability to travel 30–40%.

Qualifications

• 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.
• Strong relationships with agency owners within the territory.
• 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.
• 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.

Responsibilities

• Proactively develops, cultivates, and maintains strong relationships with existing members to maximize retention and profitable growth.
• Serves as a trusted advisor and advocates for members by connecting them with relevant resources and solutions.
• Increases membership, revenue, and aggregated premium volume within the assigned territory.
• Owns and develops carrier relationships in the region.
• Collaborates with carrier representatives to build new relationships and strengthen partnerships while identifying joint growth opportunities, enhance member value, and consistently ask for introductions to generate qualified prospective member referrals.
• Plans and hosts regional member meetings annually.
• Builds and maintains a consistent opportunity pipeline of prospective members through prospecting, networking, referrals, and market intelligence.
• Collaborates with the Business Development Director and Regional Vice President to initiate new prospective members.
• Utilizes Salesforce to plan, log calls, meetings, and execute sales strategies.
• Assists member agents with technology, marketing, and educational opportunities and by connecting them with our Director of Technology and VP of Education.
• Provides a monthly newsletter/region update to members.
• Leads the strategic planning process for member agents in the assigned territory to include regular business reviews to identify evolving needs and uncover additional opportunities.
• 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.
• Participates in the new member onboarding process.
• Uncovers FirstChoice strategic partnership opportunities with our vendor resources and connect them with our Strategic Partnership VP.
• 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.

Skills

Relationship management

Sales experience

Strategic planning

Team collaboration

Networking

Communication skills

Time management

Travel availability

CRM experience

Education

Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales or related field

MBA or master's preferred

Insurance designations or licenses (P&C, CIC, CPCU) a plus

Tools

Salesforce

PowerBI

Microsoft Office (Word, Excel, PowerPoint)

Job description

MarshBerry, a subsidiary of Lincoln International, is seeking a Regional Relationship Director to lead member retention, cultivate partnerships, and expand market presence. This remote-based role prioritizes proactive leadership, consultative team-selling, and growth within the territory, collaborating with regional leadership and internal teams.

Ideal candidates have a strong sales background in financial services/insurance, 7–10+ years in the field, and the ability to travel 30–40%.