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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving revenue growth through effective sales strategies, pipeline management, and team development. Proficient in utilizing CRM systems and analytics tools to enhance performance and achieve organizational objectives.
Highest-signal resume keywords
Sales Strategy ExecutionPipeline ManagementCRM UtilizationRevenue GrowthTeam Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceForecastingData-Driven Decision MakingAcquisition ModelsCultivation Models
Soft Skills
Communication SkillsCoachingLeadershipEngagement
Tools & Technologies
SalesforcePower BIAnaplan
Certifications & Qualifications
Property & Casualty Insurance License
Industry Keywords
Financial ServicesInsuranceRisk-Based Products
About the role
Key responsibilities & impact- Lead, coach, and develop a team of cultivation Business Development Officers
- Participate in in-person and virtual sales calls to observe, support, and provide post-call feedback
- Drive a high-performance culture focused on accountability, execution, and results
- Conduct regular performance reviews, pipeline inspections, and deal coaching sessions
- Identify performance gaps and take decisive action to improve outcomes
- Execute regional sales strategy aligned to company objectives and revenue targets
- Drive performance across portfolio growth
- Ensure disciplined pipeline management, forecasting accuracy, and CRM utilization
- Monitor key performance metrics and act as needed
- Partner with marketing, product, and underwriting teams to drive growth initiatives
- Collaborate with channel partners and enterprise stakeholders, including UPS sales teams, to expand opportunities
- Hire, onboard, and develop top sales talent
- Build succession plans
- Drive engagement through consistent communication, recognition, and leadership visibility
Requirements
What you’ll need- Bachelor’s Degree or International equivalent
- Hold a valid property & casualty insurance license
- Background in financial services, insurance, or risk-based products
- 3+ years of sales experience, including experience as a BDO
- Proven track record of driving revenue growth and executing on goals
- Strong knowledge of both acquisition and cultivation models
- Experience with forecasting, pipeline management, and data-driven decision making
- Strong communication and presentation skills
- Advanced proficiency with CRM systems, forecasting tools, and analytics platforms, such as Salesforce, Power BI, and Anaplan
- Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer
Benefits
Comp & perks- Annual short-term and/or long-term incentive compensation programs may be available
- Medical/prescription drug coverage
- Dental coverage
- Vision coverage
- Flexible Spending Account
- Health Savings Account
- Dependent Care Flexible Spending Account
- Basic and Supplemental Life Insurance
- Accidental Death and Dismemberment coverage
- Disability Income Protection Plan
- Employee Assistance Program
- 401(k) retirement program
- Vacation
- Paid Holidays and Personal time
- Paid Sick and Family and Medical Leave time as required by law
- Discounted Employee Stock Purchase Program
