Unit Leader

The Unit Leader serves as both a successful producer and people leader, responsible for driving personal sales performance, growing team revenue, and developing strong client relationships. This role leads a local team of Client Advisors and service professionals while building and maintaining a personal book of business.

Leveraging World's broad platform of commercial insurance, employee benefits, retirement services, personal insurance, payroll, HR outsourcing, and specialty solutions, the Unit Leader acts as a trusted advisor to clients while helping the team maximize growth opportunities.

This role is ideal for an entrepreneurial leader who enjoys building a book of business, developing talent, and leading a market presence.

Primary Responsibilities

Lead, coach, and develop a team of Client Advisors and client service colleagues to achieve production goals and deliver an exceptional client experience.

Drive revenue growth through personal production, including identifying, prospecting, and cultivating new business opportunities.

Develop and execute effective sales strategies to move prospects through the sales pipeline and close business.

Partner with World leadership to execute growth strategies, expand market presence, and foster a culture of innovation and continuous improvement.

Maintain accurate and up-to-date records within HubSpot and fully leverage the platform to manage opportunities and client relationships.

Utilize World's full platform of insurance, employee benefits, retirement, payroll, HR, and specialty solutions to provide comprehensive client solutions and drive cross-selling opportunities.

Qualifications

Proven success in commercial insurance sales, business development, and new client acquisition.

Demonstrated ability to lead, coach, and develop revenue-producing sales and service teams.

Strong prospecting, relationship management, presentation, negotiation, and client engagement skills, with a track record of developing and closing new business opportunities.

Ability to create and deliver compelling client presentations, proposals, and pitch decks tailored to client needs.

Experience utilizing CRM platforms, preferably HubSpot, and insurance agency management systems such as AMS360, Applied Epic, or similar tools.

Experience within an insurance brokerage environment is required.

Must obtain and maintain all required insurance licenses and regulatory requirements necessary to perform the responsibilities of the role.

Self-motivated, results-oriented leader with the ability to balance personal production and team performance.

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