Small Business Territory Manager

Job not on LinkedIn

September 4

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Logo of Westfield Health

Westfield Health

Healthcare Insurance • Wellness • B2B

Westfield Health is a provider of health and wellbeing solutions dedicated to improving the quality of life of individuals and the communities they serve. Established in 1919, the company offers a range of services including health cash plans, private health insurance, mental health support, and corporate wellbeing strategies tailored to enhance employee engagement and productivity. Westfield Health aims to empower customers and businesses with effective health management tools and promotes a proactive, preventative approach to wellness.

201 - 500 employees

Founded 1919

⚕️ Healthcare Insurance

🧘 Wellness

🤝 B2B

📋 Description

• Executes the Business territory strategy in their designated territory and handles marketing, business development, and achieving annual growth targets for insurance products in the assigned territory. • Collects, analyzes, and interprets sales data to identify trends, patterns, and opportunities, including examining sales reports, customer data, market research, and other relevant information to gain insights into sales performance. • Represents and promotes the company within the territory through agency visits, networking, and community involvement. • Identifies specific opportunities within each agency and connects them with appropriate company resources. • Provides necessary support (e.g., underwriting, training, troubleshooting) to agencies to foster trust, comfort, and brand loyalty to the company. • Collaborates with Distribution Management team in agency planning and customized compensation. • Assists in identifying the need for new agencies in the territory and contributes to the agency selection process. • Uses their territory knowledge as a competitive advantage, focusing on territory planning, performance analysis, understanding risks, identifying industry trends, and building expertise in insurance products. • Gathers competitive and market intelligence through agency engagements and networking, sharing insights with Business Territory Leader and other stakeholders. • Stays up to date on industry topics, trends, competitors, and best practices through research, industry events, and networking, sharing knowledge within the business segment team. • Collaborates with corporate shared services functions to implement the competitive strategy and achieve desired results, while aligning with corporate governance and prioritizing the customer. • Develops and leverages strong partnerships to drive alignment and mutual benefits for business segments and the organization. • Prepares and presents regular sales reports, dashboards, and visualizations to communicate sales performance, trends, and analysis to relevant stakeholders. • Summarizes findings and provides actionable recommendations. • For field roles, only: Expected to drive/travel at least 30-35% of working time to perform essential functions. • This may involve traveling on short notice or other daily driving duties as assigned.

🎯 Requirements

• 3+ years of experience in Sales, Distribution Management, or a related field. • Bachelor's degree in Business, Sales or a related field and/or commensurate work experience. • For field roles, only: Valid driver's license and a driving record that conforms to company standards.

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