Regional Sales Executive: Irvine, Anaheim

Regional Sales Executive: Irvine, Anaheim

The James Allen Companies Inc
March 22, 2019
Los Angeles, NY
Job Type


Regional Sales Executive: Irvine, Anaheim, Los Angeles,


Our client's name carries cache and excitement in the insurance market. They are building something special. They need builders, hunters, thinkers to join them. High energy. A Sense of humor. In the last 5 years, they have doubled in size. This is one of the reasons they constantly make the Inc 5000 Fastest Growing Companies. In the next 5 years they would like to do the same again.

To drive success, they must think about their business differently and be differentiated, not only in what they sell but how they sell and to whom they sell. They are constantly tweaking their playbook.

They are very focused and passionate about selling small niche focused insurance accounts (Programs).

They are building the best in class, national insurance program manager. With more than 70,000 policyholders and nearly $250 million of written premium, they are robustly growing. The company’s current distribution channel consists of more than 4,000 independent brokers & agents across the United States. The company uses both field and inside sales teams to reach, manage, and grow these broker relationships.

Regional Sales Executives and their counterparts in Inside Sales are primarily responsible for generating business from existing agents and brokers, in addition to sourcing and acquiring new producing brokers. Beyond the Regional Sales Executives, Underwriters and Customer care center associates interact with brokers & agents to work on existing business opportunities.

Regional Sales Executives have annual production goals to meet – these goals include both an activity goal and a new business goal expected for the year. In addition, a heavy emphasis is placed on opening new brokerages and building relationships with brokers who have either not worked with the company or have worked with them on a very limited basis. Monthly bonuses in place center on developing these relationships.

Regional Sales Executives are expected to build communities of customers by providing more than just an insurance policy. They must learn all about their territory and develop a strategic approach to changing the traditional game of insurance sales. Yes, they write insurance, but they are in a new age of the entire sales/buying process. Figuring out how to help their customers, provide an excellent customer experience and solve problems along the way is how they approach sales. In the Express division, our client receives over 60,000 submissions a year. Sales is not about an individual policy but ramping up the flow. Sales executives make anywhere from 30-50 calls/day cold calling trying to find the gems that need our clients products for their customer base. Sales Executives work a particular territory and some travel is required.

Daily tasks

  • Work from pre-established individual production goals, track production for territory and broker statistics and hit activity goals every week.
  • Acknowledge, qualify and develop leads sourced from marketing campaigns and strategic prospecting
  • Strategically orchestrate resources both internally and externally throughout the sales process to close business
  • Have a minimum of 40 viable telephone conversations a week with leads and accounts by making between 30-50 calls/day.
  • Face-to-face customer/prospect meetings – are dependent on the strategy being developed for products and communities. Work together with underwriters to maintain excellent client relationships and call on brokers who can impact our results.
  • Accurately capture and report all data on brokers within, including managing an accurate and up-to-date pipeline and forecasts.

Background/Experience Desired but not required for leaders with passion and strategic instincts:

  • 2+ years previous direct sales experience
  • Tele prospecting background preferred
  • 2+ years insurance industry experience desirable
  • Bachelor’s degree required

If from the Military, Military Candidate Background/Experience Desired:

  • Bachelor’s Degree Required
  • Experience in positions where selling/negotiation was important
  • Early success in Key Development (KD) jobs preferred
  • Command experience preferred
  • Background or knowledge in business or finance desired
  • Honorable discharge

Organizational Interlocks

  • Marketing Operations
  • Program Management
  • Customer Engagement
  • Specialty Sales

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