WHO WE ARE
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
WHAT WE’RE LOOKING FOR
The Director, Sales Operations drives strategic sales initiatives for their assigned region and optimizes Relation’s sales processes to achieve and exceed organizational goals. The individual in this position leads the development and execution of sales strategies, fosters producer success, and ensures alignment with the company’s overall objectives. The Director, Sales Operations will oversee the deployment of sales tools and technologies, with a strong emphasis on leveraging Salesforce and related platforms to enhance Relation’s sales capabilities.
A GLIMPSE INTO YOUR DAY
- Develops and implements comprehensive sales strategies, leveraging technology to align with organizational goals and drive sustainable growth.
- Leads and mentors team members, providing guidance, professional development, and growth opportunities.
- Conducts in-depth analysis of Relation’s sales processes to identify opportunities for innovation, efficiency, and improved performance.
- Establishes and monitors key performance indicators (KPIs) for lead conversion, funnel management, and customer experience, presenting actionable insights to the executive team.
- Collaborates with the Information Technology department and other stakeholders to evaluate, select, and oversee the deployment of advanced sales tools and technologies, ensuring optimal ROI and successful adoption.
- Serves as the strategic champion for high-priority sales-related technology initiatives, driving their implementation and alignment with organizational objectives.
- Fosters a collaborative environment to enhance cross-functional initiatives and strengthen the company’s cross-selling processes.
- Oversees training programs to ensure sales teams are proficient in using support tools and systems.
- Ensures compliance with industry regulations and ethical standards in all aspects of sales operations.
- Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
- High School Diploma or equivalent required. Four year degree in Business, Marketing or related field preferred.
- Minimum 10 years’ experience in sales operations, enablement, or a related field.
- Insurance Industry experience, particularly with a brokerage highly preferred.
- Certification in Sales Management or related desirable.
- Expert level proficiency with Salesforce, including a proven track record of maximizing ROI on enterprise CRM systems.
- Demonstrated success in developing and executing sales strategies, methodologies, and technologies.
- Strong analytical and strategic thinking skills, with the ability to influence cross-functional initiatives.
- Exceptional verbal and written communication skills, with the professional credibility to engage and influence at the executive level.
- Proven ability to prioritize and manage multiple high-impact projects simultaneously.
- High level of proficiency in Microsoft Office and the ability to quickly adapt to new software applications.
WHY CHOOSE RELATION?
- Competitive pay.
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
- Career advancement and development opportunities.
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Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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$120,000.00 - $211,000.00Skills Required
- High School Diploma or equivalent
- Four year degree in Business, Marketing or related field
- Minimum 10 years experience in sales operations, enablement, or related field
- Insurance industry experience, particularly with a brokerage
- Certification in Sales Management or related
- Expert level proficiency with Salesforce and enterprise CRM systems
- Demonstrated success developing and executing sales strategies, methodologies, and technologies
- Strong analytical and strategic thinking skills with cross-functional influence
- Exceptional verbal and written communication skills, able to influence at executive level
- Proven ability to prioritize and manage multiple high-impact projects simultaneously
- High level of proficiency in Microsoft Office and ability to adapt to new software
Relation Insurance Services Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Relation Insurance Services and has not been reviewed or approved by Relation Insurance Services.
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Wellbeing & Lifestyle Benefits — The package includes wellness programs, an Employee Assistance Program, discount programs, tuition reimbursement, and development initiatives tied to a “People Matter” emphasis. These elements complement core medical/dental/vision options and recognition initiatives.
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Leave & Time Off Breadth — The package includes 10 paid company holidays plus additional PTO. This provides defined time away alongside the broader benefits suite.
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Flexible Benefits — Menu-style options such as vision add-ons, FSAs, and ancillary/voluntary coverages, along with remote-work options in some roles, create flexibility. Choice across categories supports personalization of coverage.
Relation Insurance Services Insights
What We Do
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions. Because you deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
