Sales Regional Leader- West

The Sales Development Regional Leader (SD Regional Leader) is responsible for supporting regional organic revenue growth, profitability for the West Region. The Sales Development Regional Leader is a member of the regional and national SD leadership team(s). This role works closely with leaders of business units, functional segments, Alera Shared Services, and National Centers of Excellence.

This position will also support regional people strategies and practices including engagement, retention, growth, and managing the regional structure to meet business needs. The SD Regional Leader will support the creation of an aligned culture around consistent, sustained, and effective sales development strategies and practices in support of short and long-term regional sales and business plans.

The Sales Development Regional Leader reports to the Managing Director of the West Region. The Sales Development Regional Leader will be supported through a team of direct and/or indirect reports that will be added in accordance with regional needs.

• Organic Growth: Drive profitable organic revenue growth through new business activities. Work closely with National Practice leadership to align priorities to reach financial and growth targets as set by the business line.
• Sales: Work in partnership with Managing Partners, other Regional Sales Leaders, and National Practice Leaders to create positive collaboration and drive a robust cross sell process.

Integration: Take a leadership role in the integration of new Alera Group offices within the region.  Provide a clear, consistent onboarding alongside the national process to accelerate new office sales development integration. 

• People: Support the attraction and acquisition of sales talent within regional offices. Actively support development of internal talent through development programs designed to improve effectiveness and knowledge. Motivate and lead a high-performance team, providing mentoring and training as a cornerstone of regional sales team career development.
• Culture: Promote the organization’s culture and colleague engagement initiatives that support a culture of collaboration. Including but not limited to participation in all regional, national sales colleague learning initiatives, Impact Group participation, and annual meetings.
• Compliance: Ensure all regional sales operation activities comply with federal, states, and local laws in which the company operates and that the company is maintaining the highest ethical standards in business and personal relationships.
• Strategy: Contribute and support the prioritization and execution of a national sales development strategy for Alera Group. Stay current on competitive sales development strategies and best practices within the industry. Identify emerging industry strategies via networking with external partners, research, and internal partnerships to ensure subject matter expertise and the ability to proactively respond to market changes.

Key Performance Metrics

• Organic revenue targets for the region and company
• Direct contribution margins
• Recruiting, hiring support and development of sales talent

Education

Candidates will be required to have a bachelor’s degree in business or related disciplines such as finance, accounting, operations, marketing, or communications.  Professional certifications important.  Proficient in MS Office Suite, with strong Excel skills.

Functional Experience

Alera Group is looking for a strong business and operationally oriented professional who has 15 years of experience in insurance benefit administration with a carrier, broker, or consulting firm.  Successful candidates will have likely progressed through a variety of sales development roles including account management, business development, producer, and client support.

Industry Experience

Strong knowledge of employee welfare plans, property & casualty, wealth management, financial services including regulatory requirements.  Experience in the insurance, financial services, and/or professional services industries is critical.

Scope

Candidates will bring a strong background in financial services sales development management and be familiar with regional differences with the U.S.  Domestic travel of 25% will be expected (post pandemic).

Position Core Competencies

• Business Acumen: Strong knowledge of performance metrics and drivers, an understanding of regional economic and political factors, and proven ability to drive a business strategy into a national business environment.
• Dealing with Ambiguity: Can shift gears comfortably, make decisions and act on instinct, is comfortable filling a leadership void when required, can delegate and move on, and can comfortably handle risk and uncertainty.
• Drive for Results: Can be counted on to push and communicate goals, is consistently focusing the team on objectives and performance, is bottom-line oriented, and is service oriented to support the corporate and field leadership. Time management and project management skills to multi-task and achieve results in a fast paced environment.
• Ethics and Values: Has a reputation of unquestioned values and business ethics.
• Team Builder: Identifies, hires, and develops the best talent from inside and outside the company. Is known as a team builder and mentor that attracts diverse talent.
• Organizational Agility and Savvy: Relates well to all levels of an organization, builds strong relationships, uses diplomacy and tact, understands and practices collaboration. Has a comfortable and appropriate sense of self.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

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