A.E. Perkins

Sales

• 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.

Regional Sales Manager – Northwest

Operations

• Assist the Technology Manager in monitoring daily workflows and making real-time adjustments.
• Communicate regularly with the operations team to maintain high productivity and resolve daily queries.
• Track daily processing metrics and compile comprehensive weekly reports detailing production volume.
• Provide timely, constructive feedback to team members for course corrections.
• Identify skills gaps and training needs within the team and execute strategies for staff development.
• Maintain full transparency of workflow queues, productivity metrics, and performance risks.

Regional Sales Manager – Northwest

Operations Supervisor