Regional Sales Manager – Great Lakes

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🕒 Maio 5

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A.E. Perkins

201 - 500 funcionários

⚕️ Seguro de Saúde

💳 Fintech

☁️ SaaS

Healthcare Insurance • Fintech • SaaS

A A. E. Perkins é uma empresa que coloca a sustentabilidade no centro de sua missão, focando na construção e no investimento em negócios que incorporam o espírito empreendedor de seu homônimo, Alexander Early Perkins. Atua principalmente em tecnologia de pagamentos e benefícios de saúde, apoiando o crescimento de empresas inovadoras e premiadas ao longo das últimas duas décadas. A A. E. Perkins oferece vários serviços, incluindo administração de FSA, HSA e COBRA através de sua subsidiária Ameriflex, soluções de atendimento primário direto via Accresa, e serviços de folha de pagamento e RH através da Workforce Go, além de se engajar em investimentos em múltiplos setores, incluindo imóveis e alimentos e bebidas, e avançando nas indústrias de benefícios dirigidos pelo consumidor e cuidados diretos.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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!

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