Cross Sell Officer

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At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.

As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you.

We currently have an opportunity for a Coss Sell Officer on our New Business team.

Position Summary

The Regional Sales Officer - Cross Sell plays a vital role in driving growth across all lines of business—Employee Benefits (EB), Retirement & Private Wealth (RPW), Personal Lines (PL) and Commercial Lines (P&C)—for HUB Northeast. This individual thrives in an entrepreneurial environment and is accountable for developing, supporting, and promoting cross-selling initiatives throughout the region.

Working closely with regional leadership, producers, and client services teams, this role focuses on optimizing cross-sell opportunities and building a strong cross-sell culture. The Regional Sales Officer - Cross Sell will collaborate with the data analytics team to identify opportunities, coordinate with marketing on targeted campaigns, and ensure cross-sell efforts are managed and executed to achieve revenue targets. While this role does not have direct reports, it is a key position within the sales leadership team requiring strong influence and collaboration skills.

Key Responsibilities

Cross-Sell Strategy & Execution

•       Develop, execute, and measure cross-sell strategies and initiatives for HUB Northeast across EB, RPW, and Commercial Lines

•       Build annual cross-sell strategy and resulting initiatives aligned with regional business objectives

•       Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within HUB Northeast

•       Identify and remove barriers to cross-sell success

Stakeholder Collaboration

•       Build strong relationships with the Region President, CSO, producers, advisors, and Client Services teams to achieve cross-sell targets

•       Connect with producers across all business lines to identify competencies (industry specialty, geography, client demographics) and facilitate introductions

•       Act as a resource and subject matter expert for field colleagues; provide coaching on cross-sell techniques and value proposition articulation

•       Act as the central liaison between EB, RPW, and Commercial Lines teams to foster collaboration and communication

•       Participate in Critical Path meetings, stewardship meetings, and line-of-business sales meetings

•       Attend client meetings to present growth opportunities when appropriate

Pipeline & Opportunity Management

•       Collaborate with the data analytics team to identify cross-sell opportunities within producer books

•       Review cross-sell opportunities with producers, advisors, and sales leaders; prioritize high-probability opportunities

•       Triage all leads to ensure proper assignment and hold producers accountable for identified opportunities

•       Meet regularly with producers and advisors to track progress and update opportunity status

•       Work with Sales Enablement to manage and track pipeline in the CRM system; promote CRM adoption

•       Manage operational workflow for lead generation, follow-up meetings, and pipeline reporting

Performance Monitoring & Reporting

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