Senior Advisor, Commercial Risk - Insurance Advisory Solutions

The Sales Leader serves in a dual capacity as an Advisor and a leader of a small team of Advisors. They are responsible for retaining and sourcing new client relationships in their capacity as an Advisor. As a leader, they are responsible for their Advisor’s development and sales results.    

Principal Responsibilities: 

• Execute the principal Advisor role responsibilities of sourcing and retaining client relationships.  

• Model the Azimuth to create a team culture that is positive, motivating and performance driven.  

• Build and sustain a high-performance team of Advisors through hiring and onboarding top talent Cultivate a world class training and development environment centered around learning our sales model and ensuring Leaders and Advisors execute it consistently.  

• Ensure each Leader and Advisor successfully completes their sales and technical training program.  

• Coach and motivate Advisors to achieve their sales goals through:  

• Setting clear goals and mutual expectations upfront   

• Hosting regular coaching 1 on 1s  

• Regularly observing Advisors performing (Ie “ride alongs”, attending call blocks, etc.)  

• Creating an accountable environment that includes regular feedback 

• Leading productive sales team meetings to validate & reinforce behavior  

• Create accountability and ultimately value around CRM documentation and utilization.    

• Serve as a bridge between sales and service to maintain alignment and a positive client experience. 

• Provide subject matter expertise on BRP systems, resources, and general processes (i.e. technology, practice groups/COE, compensation, compliance, etc.) 

Education, Experience, Skills and Abilities:  

• A current State Property & Casualty License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions  

• Self-starter with the ability to influence others through effective verbal and written presentation skills. 

• Minimum 10 years of related experience in a service industry and in a leadership capacity 

• 7+ years of experience in sales management 

• 10+ years’ experience in direct or outside sales, C2C/B2C preferred 

• Exceptional written, verbal, and interpersonal communication skills 

• Ability to measure and analyze key performance indicators 

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists 

• Experience with Agency Management System and/or other CRM-related software. 

• Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills.