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
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
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