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Crumdale Specialty

Regional Sales Director, TPA Solutions

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What they do

A Territory or Regional Director of Sales directs and is responsible for performance of sales for a specific territory or region. Plans and directs sale of products or services to customers. Coordinates sales distribution. Establishes sales territories, quotas and/or goals for staff, and provides training for sales representatives.

$193,908 / year median in California

-17% projected decline

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Job Description

Regional Sales Director, TPA Solutions Crumdale Specialty Oceanside, CA Job Details Full-time 11 hours ago Benefits AD&D insurance Health insurance Dental insurance 401(k) Vision insurance Qualifications Presentations for conferences or internal meetings Client relationship development Activity sales targets Sales pipeline management CRM system proficiency Financial acumen Cross-functional communication Full Job Description About Crumdale Specialty Crumdale Specialty is a diversified insurance firm providing custom, self-funded healthcare solutions to a limited distribution network of brokers, consultants, and agents nationwide. Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions. At Crumdale, people come first. We strive to make a positive impact on the people we serve. Our company culture is rooted in alignment, innovation, and integrity. About the Job As a Regional Sales Director, you will be a cornerstone of our growth strategy. This role demands a highly driven, organized, and strategic professional with a passion for sales, broker development, and consultative solution selling. You will be responsible for building strong broker relationships, managing a robust sales pipeline, and closing high-quality business aligned with our integrated health platform. We're looking for a driven, broker-focused sales leader who knows how to win in the self-funded health plan space, with a focus on positioning and growing our Third Party Administration (TPA) platform. Requirements Key Responsibilities Drive regional revenue growth by developing and executing a strategic sales plan focused on TPA solutions within the broader health plan ecosystem Cultivate and expand relationships within the limited distribution network of brokers, consultants, and agents Identify, develop, and close new business opportunities while strengthening existing partner relationships Educate broker partners on the full suite of health plan solutions, with an emphasis on TPA-led plan design and administration strategy Serve as a trusted advisor to brokers and consultants by delivering data-driven insights and strategic plan design recommendations Collaborate cross-functionally with underwriting, actuarial, operations, and leadership teams to deliver competitive, customized proposals Lead finalist presentations, strategy meetings, and executive-level discussions with brokers and employer groups Maintain a disciplined pipeline management process, providing accurate forecasting and sales reporting Monitor regional market trends and competitor activity to proactively position solutions Achieve and exceed assigned sales targets, growth metrics, and profitability goals Ensure alignment with underwriting discipline and long-term profitability strategy Represent Crumdale at industry events and broker functions to expand market presence Uphold culture of alignment, innovation, and integrity Qualifications 5+ years of successful sales experience in self-funded health plans, TPA platforms, stop-loss, or employee benefits markets Demonstrated success building and managing broker/consultant relationships Proven track record of meeting or exceeding revenue and growth targets Strong understanding of alternative funding, captives, cost-containment strategies, and TPA operations Ability to articulate complex solutions in a consultative, value-driven manner Experience navigating multi-stakeholder sales cycles and leading executive presentations Strong pipeline management and CRM proficiency Financial acumen with focus on profitability Entrepreneurial mindset and ability to operate independently Willingness to travel within assigned region Benefits At Crumdale, we strive to provide a comprehensive and supportive benefits package to ensure the well-being of our employees.
Our benefits include:
Medical Telemedicine Dental Vision Life, AD&D, Disability 401(k) Flexible Time-off Please note: Crumdale Specialty is not engaging with external recruitment agencies; please refrain from contacting us regarding this position.