Regional Sales Manager – Northwest

Role Overview

• Develop and execute a strategic territory plan, including setting annual sales targets and activity goals.
• Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs.
• Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base.
• Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients.
• Proactively identify new business opportunities by developing relationships with brokers and prospective clients.
• Monitor and track sales performance to meet or exceed annual revenue goals and product targets.
• Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies.
• Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records.
• Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth.
• Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients.
• Act as a primary point of contact for brokers and clients, providing timely and professional support.
• Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs.
• Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes.
• Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings.

Requirements

• Strong experience in territory management, with a demonstrated ability to develop and implement successful sales strategies.
• Proven track record of achieving sales targets and expanding client relationships.
• Ability to deliver compelling sales presentations and adapt messaging to the needs of different audiences.
• Exceptional verbal and written communication skills, with the ability to engage and build rapport with brokers and clients.
• Strong presentation skills, with experience delivering sales pitches to diverse groups.
• Excellent organizational skills, with a keen attention to detail and the ability to manage multiple priorities simultaneously.
• Strategic planning skills, with the ability to create and execute annual business plans and adjust strategies as needed.
• Proficient in using CRM software (Salesforce preferred) for sales tracking and reporting.
• Comfortable with technology and tools used for virtual presentations and communication (e.g., Zoom, Teams).
• Familiarity with Google Suite and Google Workspace for documentation and reporting.
• Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events.
• Bachelor's Degree in Business, Marketing, or a related field preferred but not required.
• 3-5 years of B2B sales experience, preferably in the employee benefits, insurance, or related industry.

Benefits

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield
• ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement
• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!