Regional Broker Manager - Northern California (Sacramento, San Francisco, Roseville)

Join Team Unum

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:

• Award-winning culture
• Inclusion and diversity as a priority
• Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
• Generous PTO (including paid time to volunteer!)
• Up to 9.5% 401(k) employer contribution
• Mental health support
• Career advancement opportunities
• Student loan repayment options
• Tuition reimbursement
• Flexible work environments

*All the benefits listed above are subject to the terms of their individual Plans.

And that's just the beginning With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!

General Summary:

The Regional Broker Manager is responsible for driving the growth of broker influenced sales in their assigned territory(s) in partnership with local leadership and Colonial Life's career agency distribution channel. Growth in sales may come in either commercial or public sector market segments and will primarily focus on the acquisition of new clients but may also include support for existing client growth.

Principal Duties and Responsibilities

• Increase profitable sales and the number of new clients through insurance brokers in Public Sector and commercial markets in partnership with the Colonial Life sales organization and home office business partners.
• Work with territory sales managers and colonial life agents to target specific broker relationships where growth can be achieved. Personally engage with targeted brokers on a regular basis to drive new client sales opportunities.
• Personally document details of broker engagements in company CRM platform on a weekly basis as well as document, manage, and cultivate pipeline of client opportunities for brokers that the RBM is supporting.
• Act as a strategic business partner to field agents in presentations for prospective and existing customers
• Partner with Territory Sales Managers to create and execute business plans that will drive growth in the local broker market and aligns to regional and national goals.
• Train and develop the Colonial Life sales hierarchy in brokerage market and the Colonial Life value proposition. This includes decision maker presentations, brokerage differentiators, National Broker Partners, and all available marketing programs.
• Ensure appropriate distribution alignment between Colonial Life's field organization and national broker partner offices
• Engage and educate brokers on Colonial Life's overall Value proposition and our expertise in the public sector, commercial, brokerage, and large case markets. Manage and participate in broker meetings, forums, conferences, trade shows, and lunch & learns within assigned region
• Cultivate strong working relationships with internal and external partners
• Evaluate potential MAP, Worksite Specialist, broker sales representatives and HO visit requests within assigned region. Work with VPS, Territory Sales Manager and AVP of Broker Market Development to approve or decline request.
• Adhere to company's expectation regarding budget and expense management
• May perform other duties as assigned

Job Specifications

• Bachelor's degree or equivalent experience
• Licensed to solicit insurance or the ability to obtain insurance license in states within assigned territory within 45 days
• 5+ years of Broker sales/marketing experience, preferably in worksite or voluntary benefits products
• Strong communication, influencing, presentation, and persuasion skills
• Strong problem solving and planning skills; attention to detail
• Excellent interpersonal and collaboration skills; highly responsive to customer needs
• Ability to travel 50% to 75% of the time
• Self-guided; Strong Organization skills

Company: Colonial Life