Regional Unit Leader

The role

The Regional Business Unit Leader leads and grows offices in Northern California. This role is responsible for overall P&L, driving location sales performance, and developing sales strategies.

What you will do

• Lead and manage the sales team, business unit planning, pipeline development, and performance management.
• Develop and execute strategic sales plans to drive new business, cross-sell opportunities, and upsell initiatives.
• Collaborate with Operations Leader to effectively manage all aspects of business unit operations.
• Partner with Account Management to craft compelling, cost-effective solutions tailored to client needs.
• Participate in client presentations and negotiations.
• Work closely with executive leadership to set and monitor annual and monthly sales targets.
• Provide regular performance updates, market insights, and strategic recommendations.
• Represent Foundation Risk Partners at industry events and networking functions.
• Maintain and grow relationships with carriers and vendors.

Required qualifications

• Proven success in sales leadership, business development, and relationship management within the Insurance Brokerage space.
• Minimum of 7 years of relevant P&C and/or Employee Benefits sales experience.
• At least 3 years in a sales leadership role.
• Bachelor’s degree required.
• Exceptional communication, analytical, and strategic thinking skills.
• Strong leadership and team development capabilities.
• Highly organized, detail-oriented, and results-driven.
• Proficiency in CRM systems and Microsoft Office Suite (Excel, Word, PowerPoint).

Benefits

• Medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is seeking a dynamic and experienced Regional Business Unit Leader to lead and grow our offices in Northern California.