Business Unit Leader at Foundation Risk Partners

Woodland Hills, California, United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Insurance BrokerageIndustries

Requirements

  • Proven success in sales leadership, business development, and relationship management within the Insurance Brokerage space
  • Minimum of 7 years of relevant P&C and/or Employee Benefits sales experience, including at least 3 years in a sales leadership role
  • Bachelor’s degree required
  • Exceptional communication, analytical, and strategic thinking skills
  • Strong leadership and team development capabilities
  • Highly organized, detail-oriented, and results-driven
  • Proficiency in CRM systems and Microsoft Office Suite (Excel, Word, PowerPoint)

Responsibilities

  • Lead and manage the sales team, business unit planning, pipeline development, and performance management
  • Develop and execute strategic sales plans to drive new business, cross-sell opportunities, and upsell initiatives
  • Collaborate with Operations Leader to effectively manage all aspects of business unit operations
  • Partner with Account Management to craft compelling, cost-effective solutions tailored to client needs
  • Participate in client presentations and negotiations to enhance closing ratios and ensure successful outcomes
  • Work closely with executive leadership to set and monitor annual and monthly sales targets aligned with company goals
  • Provide regular performance updates, market insights, and strategic recommendations
  • Represent Foundation Risk Partners at industry events and networking functions to strengthen brand visibility and recruit top-tier sales talent
  • Maintain and grow relationships with carriers and vendors to support business development efforts

Skills

Sales Leadership
Business Development
P&L Management
Strategic Planning
Pipeline Development
Relationship Management
Client Negotiations
Team Management
Analytical Skills
Insurance Brokerage
P&C Sales
Employee Benefits

Foundation Risk Partners

Insurance brokerage and consulting services

About Foundation Risk Partners

Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.

Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation

Risks

Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.

Differentiation

Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.

Upsides

AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.

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