Regional Sales Manager (Northwest)

Territory Strategy & Sales Execution

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.

Sales Forecasting & Reporting

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.

Client & Broker Relationship Management

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.

Cross-Functional Collaboration & Communication

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

Knowledge, Skills, and Abilities Required:

• 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.
• Ability to effectively collaborate with internal teams and sales leadership.
• 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.

Travel Requirements:

• Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events.

Benefits

The base salary for this position is $70,000.00 - $75,000.00 annually plus commission and bonus potential.

• 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
• Bonus Pay
• Commission is paid on actual revenue invoiced for services sold.
• Commission rates on products and services range from 8-18% depending on number of products sold, new or existing client and pricing structure.
• Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month.

Additional Benefits Include:

• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!