West Region Sales Leader

Description

At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most to our customers.

Our team is driven by a shared commitment to protect customers’ most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and proactive risk management to protect their legacies.

Are you thinking about joining our team? We look for self-motivated and inventive individuals who are dedicated to providing the highest level of service to our customers and partners.

We are seeking an experienced West Region Sales Leader to drive profitable new business growth, expand Vault’s presence across the Western United States, and lead a high-performing team of Business Development Managers (BDMs). This role blends hands-on market leadership with team development, recruiting, and performance management, ensuring strong connectivity to high-net-worth (HNW) audiences, agencies, and centers of influence. This is a remote and field-based position with travel throughout Western states as needed.

Why Choose Vault

• •46% of our workforce was referred by someone at Vault.
• •37% growth rate in staff since December 2021.
• •Our Financial Strength is rated an A- by AM Best.
• •Rated 4.5 stars based on our customer experience reviews.
• •Our leaders are respected innovators with decades of experience in the insurance industry.
• •Vault’s proprietary technology allows for enhanced capabilities, speed, and efficiency.
• •Leading high-net-worth insurance provider with a foundation in customized solutions.
• •Comprehensive benefits tailored to your lifestyle.

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.

Requirements

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.

Benefits

• •Flexible Spending Accounts & Health Savings Account, with company contributions.
• •Company-paid comprehensive life & disability insurance plans.
• •24/7 Telehealth doctor access, virtual wellness screenings, Employee Assistance Programs.
• •Company 401(k) retirement plan with Day 1 eligibility (6% company match, 100% immediate vesting).
• •23 PTO days accrued yearly.
• •11 paid holidays.

Vault is committed to providing equal opportunities to all employees and employment applicants. It prohibits discrimination and harassment of any type, regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.