Director of Sales, Employee Benefits - Insurance Advisory Solutions at Foundation Risk Partners

Atlanta, Georgia, United States

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

Requirements

  • Minimum 7 years of related experience in a service industry and in a leadership capacity
  • 5+ years of experience in sales management
  • 10+ years’ experience in direct or outside sales, C2C/B2C preferred
  • Exceptional written, verbal, and interpersonal communication skills
  • Ability to measure and analyze key performance indicators
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Experience with Agency Management System and/or other CRM-related software
  • Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills
  • Ability to travel up to 50% of the time

Responsibilities

  • Coach and motivate Advisors to achieve their sales goals through setting clear goals and mutual expectations upfront, hosting regular coaching 1-on-1s, leading productive sales team meetings to validate and reinforce behavior, regularly observing Advisors performing (i.e., “ride alongs,” attending call blocks, etc.), and creating an accountable environment that includes regular feedback
  • Model the Azimuth to create a team culture that is positive, motivating, and performance-driven
  • Build and sustain a high-performance team of Advisors through hiring and onboarding top talent
  • Cultivate a world-class training and development environment centered around learning our sales model and ensuring Advisors execute it consistently
  • In conjunction with fellow leaders and our Learning & Development team, continuously hone our Advisor training program as well as other strategic training initiatives
  • Create accountability and ultimately value around CRM documentation and utilization
  • Serve as a bridge between sales and service to maintain alignment and a positive client experience
  • Provide subject matter expertise on BRP systems, resources, and general processes (i.e., technology, practice groups/COE, compensation, compliance, etc.)
  • Lead a team of Advisors to achieve sales results
  • Mentor and coach Advisors to be successful in their roles

Skills

Sales Management
Team Coaching
Performance Management
Hiring
Onboarding
Sales Training
CRM Utilization
Communication Skills
Leadership
Sales Goals

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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