Regional Unit Leader

Foundation Risk Partners
Sacramento, CA
On-site

Who this role is best for

Strong fit for experienced insurance brokerage sales leaders who can manage teams and drive revenue growth, with a focus on Northern California geography and collaboration with operations and account management.

Best fit for

  • Candidates with a track record in leading P&C and Employee Benefits sales teams in the insurance brokerage industry
    — “Proven success in sales leadership, business development, and relationship management within the Insurance Brokerage space.”
  • Individuals with a strategic mindset for crafting tailored client solutions and driving sales initiatives
    — “Partner with Account Management to craft compelling, cost-effective solutions tailored to client needs.”
  • Professionals accustomed to representing companies at industry events and building external networks
    — “Represent Foundation Risk Partners at industry events and networking functions to strengthen brand visibility and recruit top-tier sales talent.”

Things to consider

  • The role demands a high level of client and vendor relationship management, which may require significant external engagement.
    — “Maintain and grow relationships with carriers and vendors to support business development efforts.”
  • Salary range is broad, suggesting potential for performance-based compensation and growth.
    — “This range represents the estimated low and high end of the salary range for this position.”

How to stand out

  • Highlight measurable sales growth and team leadership achievements in your resume and interview responses.
    — “Drive location sales performance, developing innovative sales strategies.”
  • Demonstrate experience in cross-selling and upselling within insurance brokerage contexts.
    — “Develop and execute strategic sales plans to drive new business, cross-sell opportunities, and upsell initiatives.”
  • Showcase your ability to provide actionable insights and strategic recommendations to leadership.
    — “Provide regular performance updates, market insights, and strategic recommendations.”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • led and managed sales team
  • developed and executed strategic sales plans
Typical background
sales leadershipinsurance brokerage

Skills & requirements

Required

Sales LeadershipBusiness DevelopmentRelationship ManagementStrategic PlanningClient PresentationsNegotiations

Preferred

Insurance Brokerage Experience

About the role

Original posting from Foundation Risk Partners via Greenhouse

Foundation Risk Partners is seeking a dynamic and experienced Regional Business Unit Leader to lead and grow our offices in Northern California. This strategic leadership role is responsible for the overall P&L, drive location sales performance, developing innovative sales strategies, and fostering strong relationships with clients, carriers, and internal stakeholders. They will play a critical role in achieving annual sales goals, expanding market presence, and supporting the company’s overall growth objectives.

Essential Functions:

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.

Qualifications & Competencies

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).

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range$200,000—$300,000 USDDisclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Source: Foundation Risk Partners careers (Greenhouse)

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