Regional Sales Manager
Zurich Insurance
Regional Sales Manager
Zurich Insurance
Global insurer providing property, casualty, life
Purpose
Manages and directs employees in the sale and distribution of Strategic Business Unit products and services to achieve and sustain profitable growth (i.e. writing new business, retaining existing accounts, providing quality service, increasing market share and product mix while operating within Strategic Business Unit guidelines).
Key Accountabilities
1. Regional Business & Sales Performance
Fully accountable for the overall sales performance of the assigned region and ensure achievement of annual/monthly production targets. Translate company targets into clear branch, agency and activity-level action plans. Monitor sales performance by branch, agency and leader; identify gaps early and initiate corrective actions. Drive consistent monthly production rather than relying on month-end or campaign-driven results Review sales mix, productivity, active-agent contribution and business quality to identify growth opportunities.
2. Agency Growth & Business Development
Identify opportunities and develop strategies to grow existing agencies and establish or expand agency presence within the region. Build strong relationships with key agency leaders and understand their business plans, strengths, challenges and growth potential. Develop action plans for underperforming, stagnant or aging agencies and monitor turnaround progress. Identify high-potential agencies and leaders and accelerate their development.
3. Recruitment & Manpower Growth
Own regional recruitment strategy and manpower targets. Drive quality recruitment through Agency Leaders and Business Sales Managers. Build a sustainable recruitment pipeline rather than focusing only on recruitment campaigns/events. Identify and develop future agency leaders and strengthen succession pipeline.
4. Leadership & People Development
Lead, coach and challenge BSM/BSEs on business performance and execution. Develop BSM/BSE capability in business planning, performance management, recruitment, agency development and field leadership. Conduct regular business reviews with BSM/BSEs and agency leaders. Set clear expectations, follow up commitments and hold responsible parties accountable for agreed actions.
5. Business Planning & Execution
Prepare and communicate regional business plans covering sales, recruitment, activation, productivity and agency development. Convert company campaigns, product launches and strategic initiatives into practical regional execution plans. Ensure agreed actions are implemented within timeline and deliver the intended business outcome.
6. Field Engagement
Maintain regular field presence through branch visits, agency meetings, joint field activities, recruitment activities and business reviews. Engage directly with key agencies and leaders where intervention or acceleration is required. Understand market conditions and competitor activities and translate relevant observations into business actions.
7. Governance, Risk & Compliance
Ensure agency business activities are conducted in accordance with company policies, regulatory requirements and applicable takaful requirements. Identify business or compliance risks and ensure timely corrective action. Promote a strong compliance and professional business culture across the region.
8. Stakeholder Management
Collaborate closely with Head Office, Proposition, Operations, Training, Marketing, Compliance, HR and other functions to remove barriers to sales execution. Represent regional business needs and provide clear feedback to management.
Purpose
Manages and directs employees in the sale and distribution of Strategic Business Unit products and services to achieve and sustain profitable growth (i.e. writing new business, retaining existing accounts, providing quality service, increasing market share and product mix while operating within Strategic Business Unit guidelines).
Key Accountabilities
1. Regional Business & Sales Performance
Fully accountable for the overall sales performance of the assigned region and ensure achievement of annual/monthly production targets. Translate company targets into clear branch, agency and activity-level action plans. Monitor sales performance by branch, agency and leader; identify gaps early and initiate corrective actions. Drive consistent monthly production rather than relying on month-end or campaign-driven results Review sales mix, productivity, active-agent contribution and business quality to identify growth opportunities.
2. Agency Growth & Business Development
Identify opportunities and develop strategies to grow existing agencies and establish or expand agency presence within the region. Build strong relationships with key agency leaders and understand their business plans, strengths, challenges and growth potential. Develop action plans for underperforming, stagnant or aging agencies and monitor turnaround progress. Identify high-potential agencies and leaders and accelerate their development.
3. Recruitment & Manpower Growth
Own regional recruitment strategy and manpower targets. Drive quality recruitment through Agency Leaders and Business Sales Managers. Build a sustainable recruitment pipeline rather than focusing only on recruitment campaigns/events. Identify and develop future agency leaders and strengthen succession pipeline.
4. Leadership & People Development
Lead, coach and challenge BSM/BSEs on business performance and execution. Develop BSM/BSE capability in business planning, performance management, recruitment, agency development and field leadership. Conduct regular business reviews with BSM/BSEs and agency leaders. Set clear expectations, follow up commitments and hold responsible parties accountable for agreed actions.
5. Business Planning & Execution
Prepare and communicate regional business plans covering sales, recruitment, activation, productivity and agency development. Convert company campaigns, product launches and strategic initiatives into practical regional execution plans. Ensure agreed actions are implemented within timeline and deliver the intended business outcome.
6. Field Engagement
Maintain regular field presence through branch visits, agency meetings, joint field activities, recruitment activities and business reviews. Engage directly with key agencies and leaders where intervention or acceleration is required. Understand market conditions and competitor activities and translate relevant observations into business actions.
7. Governance, Risk & Compliance
Ensure agency business activities are conducted in accordance with company policies, regulatory requirements and applicable takaful requirements. Identify business or compliance risks and ensure timely corrective action. Promote a strong compliance and professional business culture across the region.
8. Stakeholder Management
Collaborate closely with Head Office, Proposition, Operations, Training, Marketing, Compliance, HR and other functions to remove barriers to sales execution. Represent regional business needs and provide clear feedback to management.
Global insurer providing property, casualty, life
Zurich Insurance Group provides global multi-line insurance for individuals, families, small and mid-sized businesses, public entities, and multinational corporations in more than 200 countries. Its Property & Casualty arm covers personal lines like car and home, plus a wide range of commercial coverages (property, casualty, motor fleet, marine, construction, energy, financial lines, international programs); its Life business offers protection, savings, retirement, and unit-linked products. The Farmers Group manages Farmers Exchanges in the United States. The company also provides risk engineering and prevention services to help customers reduce risk and build climate resilience, with products sold through agents, brokers, bank partners, and direct channels. Its goal is to provide financial protection and risk management solutions that help customers manage uncertainty and build resilience over the long term.
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