The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Senior Sales Manager (Large Team/Region)
3-5 years in roleSkills to master
- Mastering P&L management for a smaller unit, developing multiple sales managers, driving regional market share, and building strong internal stakeholder relationships.
You're ready to move on when
- Consistently exceeding regional or large team sales targets (110%+).
- Successful development and promotion of at least 2-3 sales consultants into managerial roles.
- Demonstrable ability to lead and motivate a team of 10-20+ individuals.
- Strong relationships with key carriers and major clients in your region.
- 2
Head of Sales for a Niche/Specialist Insurance Brokerage
4-6 years in roleSkills to master
- Deep expertise in a specific insurance vertical, building a sales strategy from the ground up, managing a full sales P&L, and navigating a competitive niche market.
You're ready to move on when
- Successfully grew revenue and market share for a specialist brokerage.
- Developed and executed a clear, differentiated sales strategy for a niche market.
- Proven ability to manage all aspects of a sales function, from prospecting to client retention.
- Strong network within the specialist insurance community.
- 3
Consulting Leader (Insurance/Financial Services Focus)
5-7 years in senior consultingSkills to master
- Strategic advisory for insurance clients, large-scale project management, driving change management, and developing deep market insights across various organisations.
You're ready to move on when
- Led multiple successful transformation projects for insurance clients.
- Demonstrated ability to influence C-suite executives with data-driven recommendations.
- Strong understanding of sales operations, technology, and market dynamics in insurance.
- Proven track record of building and leading consulting teams.