Regional Sales Executive - Broker

Regional Sales Executive

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

The Regional Sales Executive (RSE) is responsible for reactivating and managing all non-active brokers within the Central Coast and Northern California territories. This is a full-cycle sales role requiring independent judgment, strategic territory planning, and consultative expertise: the RSE owns every stage of the broker relationshipfrom initial outreach and re-engagement through quoting, submission, and closefor all brokers not currently producing business. The RSE exercises discretion in evaluating broker potential, structuring competitive proposals, and making pricing and positioning recommendations that directly impact company revenue. The RSE partners directly with the Regional Sales Director (RSD) covering the same territory; the RSD receives a commission split on RSE-closed business to encourage collaboration and field support.

Duties & Responsibilities:

• Serve as the primary point of contact for all non-active brokers in the Central Coast and Northern California territories.
• Serve as a subject-matter expert on plan designs, underwriting guidelines, network features, and value propositions; advise brokers on product positioning and competitive strategy.
• Develop and execute territory-specific reactivation strategies through prospecting meetings, consultative presentations, and targeted communication campaigns to re-engage dormant brokers and generate quoting opportunities.
• Support broker onboarding, licensing, and appointment processes.
• Own and manage the full sales pipeline for assigned non-active brokersfrom initial outreach through quote, submission, and closealigned with monthly and quarterly sales goals.
• Analyze group demographics and risk profiles to deliver competitive quotes; develop strategic recommendations and drive opportunities from submission through close with full ownership of the sales cycle.
• Track activity, opportunities, and outcomes in the CRM system (e.g., Salesforce).
• Coordinate with the territory RSD to leverage field relationships, share market intelligence, and align on broker development priorities.
• Achieve or exceed defined activity goals (outreach, quotes, meetings, trainings).
• Maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks.
• Contribute to departmental reporting and participate in weekly sales meetings.
• Work closely with the territory RSD to align on broker reactivation priorities; the RSD receives a commission split on RSE-closed deals to incentivize collaboration and field support.
• Exercise independent judgment in evaluating broker engagement strategies, analyzing competitive positioning, and recommending plan and pricing approaches tailored to each broker's book of business.
• Partner with underwriting, enrollment, and operations teams to resolve broker and group issues; provide market feedback to product and marketing on competitive trends.
• Performs other duties and projects as assigned.
• Monthly premium and pipeline attainment vs goal.
• Number of non-active brokers reactivated to quoting status.
• Number of broker appointments / trainings completed.
• Quote-to-submit and submit-to-close conversion ratios.
• Revenue retention and growth within reactivated broker accounts.

Job Specifications:

Qualifications:

• 2+ years of professional sales experience in health insurance, benefits consulting, or a related industry, with demonstrated ability to manage complex sales cycles independently.
• Strong understanding of group health insurance markets, including small group and large group quoting.
• Excellent communication, presentation, and relationship-building skills.
• Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams).
• California Life & Health Insurance license (or ability to obtain within 60 days of hire).

Preferred:

• Experience working for a carrier, TPA, or general agency supporting broker distribution.
• Familiarity with Ease, Employee Navigator, or similar enrollment platforms.
• Proven record of meeting or exceeding sales and activity targets.

Knowledge / Skills / Abilities:

• Energetic and goal-driven with a hunter mentality and strong follow-up discipline.
• Consultative communicator who thrives on helping brokers succeed.
• Analytical mindset with the ability to independently evaluate rates, participation, underwriting variables, and competitive market conditions to formulate strategic recommendations.
• Team player who can balance high-volume outreach with personalized service.
• Desire to learn and grow within the insurance industry.
• Growth mindset, curiosity, and a willingness to learn from others.
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Professional presence and ability to effectively interact with all levels within the organization.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Computer skills: proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Leadership Capabilities:

• Develops strategies to address complex challenges.
• Develops talent, a continuous learning environment, and high performing teams
• Uses knowledge of market, industry, and company trends to set priorities.
• Looks for ways to improve efficiencies and generate revenue.
• Recognizes the need to adapt and respond to change.
• Works collaboratively with others to achieve common goals
• Creates an environment with open and direct and respectful communication.

Working Conditions and Physical Demands:

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at

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