West Region Sales Leader - Remote

Job Responsibilities:

• Lead overall sales strategy and execution across the Western territory.
• Drive new business production, retention, and profitable growth across all lines.
• Maintain a strong personal presence with key agencies, top partners, and strategic prospects.
• Provide market intelligence on competitors, pricing, and product positioning to leadership.
• Develop regional growth strategies tailored to California, the Pacific Northwest, Mountain States, Southwest, and other assigned Western markets.
• Lead, coach, and develop a team of Business Development Managers.
• Set clear expectations for activity, pipeline management, and outcomes.
• Monitor and assess the quality of sales activity, including agency meetings, submissions, and conversions.
• Conduct regular pipeline reviews, forecasting, and performance check-ins.
• Foster a culture of accountability, collaboration, and market expertise.
• Partner with HR to recruit and hire top BDM talent in key Western markets.
• Build onboarding and training plans to accelerate new hire productivity.
• Develop coaching programs to enhance sales effectiveness, product knowledge, and HNW positioning.
• Identify skill gaps and implement targeted development initiatives.
• Own and deliver against key sales metrics, including new business premium growth, hit ratio and conversion rates, pipeline health and forecast accuracy, and agency engagement and appointment targets.
• Establish clear activity expectations, including agency engagement cadence and center-of-influence development.
• Hold team members accountable through structured reporting and performance reviews.
• Identify, appoint, and develop high-performing agency partners across the Western region.
• Build structured agency plans, including business plans, scorecards, and quarterly reviews.
• Optimize distribution by repositioning or exiting underperforming relationships.
• Expand Vault’s footprint in target metropolitan markets and HNW communities.
• Build and expand a robust network of Western-based centers of influence, including wealth advisors, private bankers, attorneys and estate planners, luxury real estate professionals, and luxury lifestyle organizations and affinity groups.
• Establish Vault as a recognized brand within the HNW ecosystem.
• Drive participation in targeted events, partnerships, and sponsorships.
• Create strategic introductions and referral opportunities through COI relationships.
• Partner closely with Underwriting, Risk Services, Claims, Product, and Marketing to drive profitable growth, improve submission quality, align messaging and market positioning, and strengthen distribution initiatives.

Preferred Qualifications:

• 8-12+ years of Property & Casualty insurance experience focused on sales, distribution, or business development.
• Minimum 2 years of high-net-worth insurance experience.
• 3-5+ years of leadership experience managing field sales teams.
• Demonstrated success driving new business growth within a defined territory.
• Proven experience developing independent agency relationships within the HNW segment.
• Strong track record of recruiting, hiring, and developing high-performing sales talent.
• Experience establishing performance expectations, metrics, and accountability frameworks.
• Ability to coach teams on pipeline management, market development, and closing strategies.
• Strong player-coach leadership style with the ability to maintain a personal market presence while leading a team.
• Deep understanding of Western insurance markets, including key regional agencies, competitors, and market dynamics.
• Knowledge of California, Pacific Northwest, Mountain States, and Southwest agency landscapes.
• Experience leveraging centers of influence, including wealth advisors, private bankers, attorneys, and luxury networks.
• Highly data-driven, with the ability to translate market data and competitive intelligence into actionable growth strategies.
• Proven ability to collaborate cross-functionally with Underwriting, Risk Services, Product, Claims, and Marketing.
• Strong executive presence and excellent verbal and written communication skills.
• Bachelor’s degree preferred, ideally in Business, Marketing, Insurance, or a related discipline.
• Industry designations such as CPCU, CIC, CPRIA, PRMA, or similar credentials are preferred.
• Active insurance license or ability to obtain required state licensing.