AE Perkins
Insurance
RegionalSalesManager(GreatLakes)
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“Regional Sales Manager (Great Lakes) at AE Perkins. Skills: Sales Revenue Growth, Territory Expansion, Customer Relationship Management, New Broker Partnerships, Strategic Territory Planning, Sales Objectives Achievement. Driving sales revenue and expanding Ameriflex's presence within an assigned territory. Developing and implementing a strategic territory plan to achieve sales objectives”
What You'll Achieve.
Achieve sales objectives; Meet or exceed annual revenue goals; Meet or exceed product targets
Industry & Context.
Must reside in the state of Illinois, Ability to travel locally up to 50% of the time, Occasional overnight trips to attend national conferences and events
What They're Looking For.
Must Have
3-5 years of B2B sales experience, Demonstrated success in managing a sales territory and achieving sales goals, 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, 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, Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events
Nice to Have
Bachelor’s Degree in Business, Marketing, or a related field
What You'll Do.
Driving sales revenue and expanding Ameriflex's presence within an assigned territory
Developing and implementing a strategic territory plan to achieve sales objectives
Managing existing customer relationships
Cultivating new broker partnerships
Developing and executing a strategic territory plan
including setting annual sales targets and activity goals
Delivering customized presentations to brokers and prospective clients
highlighting Ameriflex products and services to meet customer needs
Planning and conducting client seminars
and in-person meetings to expand the customer base
Maintaining a thorough understanding of Ameriflex products
and overall sales strategies
effectively communicating these to brokers and clients
Proactively identifying new business opportunities by developing relationships with brokers and prospective clients
Monitoring and tracking sales performance to meet or exceed annual revenue goals and product targets
Participating in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies
Accurately documenting sales activities and client interactions using Salesforce
ensuring detailed and up-to-date records
Managing existing broker relationships to ensure satisfaction and uncover opportunities for growth
Attending regional conferences
and marketing meetings to stay connected with industry trends and network with potential clients
Acting as a primary point of contact for brokers and clients
providing timely and professional support
How You'll Work.
Team & Collaboration
Working closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs; Providing feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes; Participating in weekly sales meetings with the sales team and Senior Vice President of Sales; Collaborating with internal teams and sales leadership
Communication Scope
Exceptional verbal and written communication skills; Presentation skills
Process & Methodology
Strategic planning skills, with the ability to create and execute annual business plans and adjust strategies as needed
Full Job Description
**NOTE: You must reside in the state of Illinois to be considered for this position.** **Candidate Authenticity Statement** We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance. This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards. **Position Summary:** The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's presence within an assigned territory. Reporting to the Senior Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing customer relationships, and cultivate new broker partnerships. This role requires a proactive approach to sales, strategic planning, and effective communication to position Ameriflex products and services successfully. The Regional Sales Manager plays a critical role in growing Ameriflex’s market share within a designated region. The position requires a motivated and experienced sales professional who can effectively drive sales strategies, maintain key relationships, and adapt to changing market conditions while consistently achieving revenue objectives. ### **Principal Duties & Responsibilities: ** **Territory Strategy & Sales Execution: ** Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. (Advanced) Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. (Advanced) Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. (Advanced) Maintain a thorough understanding of Ameriflex products, services,
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