Regional Sales Manager – Northwest

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A.E. Perkins

201 - 500 employees

⚕️ Healthcare Insurance

💳 Fintech

☁️ SaaS

Healthcare Insurance • Fintech • SaaS

A. E. Perkins is a company that places sustainability at the heart of its mission, focusing on building and investing in businesses that embody the entrepreneurial spirit of its namesake, Alexander Early Perkins. It primarily operates in healthcare payments and benefits technology, supporting the growth of award-winning innovative companies over the past two decades. A. E. Perkins offers various services including FSA, HSA, and COBRA administration through its subsidiary Ameriflex, direct primary care solutions via Accresa, and payroll and HR services through Workforce Go, while also engaging in investments across multiple sectors including real estate and food and beverage, and advancing consumer-driven benefits and direct care industries.

📋 Description

• 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!

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