Regional Business Development Director – Southeast

MarshBerry

. Develop and execute a comprehensive business plan and development strategy for the assigned region .

Posted 10/19/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development and strategic planning within the insurance industry, with a strong focus on membership growth, territory management, and relationship building. Proficient in utilizing Salesforce and CRM technologies to drive sales strategies and manage opportunities effectively.

Highest-signal resume keywords

Business DevelopmentSalesforce ExperienceInsurance Industry KnowledgeConsultative SalesRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy ExecutionTerritory ManagementConsultative SalesRecruitingMarket IntelligenceInsurance Carrier ReportingData ReportingPresentation SkillsNegotiation SkillsTime Management

Soft Skills

Self-MotivatedExcellent OrganizationStrong NetworkingTeam-OrientedAbility to Multitask

Tools & Technologies

SalesforceCRMPowerBIMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Bachelor's DegreeMBAP&C LicenseCICCPCU

Industry Keywords

Insurance MarketplaceIndependent Insurance AgenciesCarrier PartnershipsMembership StrategyMarket Reach Expansion

About the role

Key responsibilities & impact

Develop and execute a comprehensive business plan and development strategy for the assigned region
Maintain responsibility for all new member aggregation
Build a deep understanding of the regional insurance marketplace, including agency dynamics, carrier appetites, competitive networks and aggregators, and expansion opportunities
Identify, target, and recruit independent insurance agencies aligned with FirstChoice's membership strategy
Increase membership, revenue, and aggregated premium volume within the assigned territory
Collaborate with carrier representatives to identify joint growth opportunities and generate qualified prospective member referrals
Leverage strategic partnerships to expand market reach and generate qualified prospective member referrals
Build and maintain a Salesforce opportunity pipeline through prospecting, networking, referrals, and market intelligence
Collaborate with the Regional Vice President and Regional Relationship Director to initiate new prospective members
Use Salesforce to plan, log, and execute sales strategies
Participate in a team-selling environment
Attend conferences, association meetings, and industry events to build brand awareness, develop relationships, generate leads, and identify partnership opportunities
Report sales data and activities weekly to the Regional Vice President
Attend monthly meetings with other Region Business Development Directors
Stay abreast of industry trends and incorporate proven practices into processes, services, and quality standards
Support MarshBerry and individual branding through an active LinkedIn presence and contributions to MarshBerry and industry presentations
Complete other special projects, tasks, or duties assigned by Management
Serve as the region’s primary new-business development leader
Recruit quality independent agencies, grow regional membership, assist with carrier and strategic partnerships, and aggregate premium
Create opportunities and serve as the first point of contact for FirstChoice Web lead inquiries
Transition relationships to the appropriate Regional Relationship Director during the relationship-building process

Requirements

What you’ll need

Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales or another related field
MBA or master’s preferred
Insurance designations or licenses are a plus such as P&C license, CIC, CPCU
7-10+ years of sales experience
A minimum of 5 years within the insurance industry
Proficient with technology including CRM, PowerBI, Word, Excel, Power Point
Salesforce experience is a plus
Demonstrated success growing a geographic territory through consultative sales, territory management, strategic planning, relationship management, recruiting, and business development
Existing relationships within the independent agency and carrier community are strongly preferred
Experience working with associations and carrier partners with an in-depth knowledge of insurance carrier reporting
Self-motivated with excellent organization and time management skills
Strong networking, negotiation, presentation, and communication skills with demonstrated ability to develop executive-level relationships and influence decision makers
Self-directed, disciplined, and comfortable operating with significant autonomy and accountability for results
Experience presenting and writing content to be published is a plus
Ability to travel 30-40% of the time, including overnight and weekend travel
Ability to work flexible and/or extended hours as needed
Ability to maintain confidentiality
Team-oriented and able to maintain good working relations with coworkers
Ability to multitask and work under pressure while meeting timelines and maintaining accuracy
Innovative self-starter able to prioritize and make appropriate decisions with little guidance
Confident and open to feedback
Strong moral and ethical fortitude

Benefits

Comp & perks

Competitive benefits
Hybrid work schedules
Learning experiences
Opportunities for growth