Cross-Sell Director - Newport Beach, CA
2 days ago
Job description
Cross-Sell Director
The Cross-Sell Director supports the region's cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region working with sales leaders, producers, sales enablement, marketing and data analytics team to ensure cross-sell efforts are managed and executed to achieve cross-sell revenue targets for the region. This position will report to the region Chief Sales Officer (CSO).
RESPONSIBILITIES
- Coordinate cross-sell efforts for the region working with data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place
- Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book
- Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities.
- Meet regularly with producers and advisors to track progress and update opportunity status.
- Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis.
- Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region.
- Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution
- Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies.
- Maintain strong communication with producers and sales Leaders to help drive results
- Additional job-related duties as needed
REQUIREMENTS
- Bachelor's degree or equivalent experience
- 3+years' work experience in Sales, Sales Operations, Business Development, or Project Management
- Highly organized, master of multi-tasking with an inherent sense of urgency
- Superior analytical, problem-solving, and communication skills
- Knowledge of the insurance industry preferred
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $75, $125,000.00 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required Education: High school or equivalentHUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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