Neo Financial

Sales

• Develop and execute regional sales strategies to achieve company sales goals and drive revenue growth within the assigned region.
• Manage and mentor District Managers. Provide ongoing coaching, support, and guidance to ensure they are effectively managing their teams and achieving sales targets.
• Monitor regional sales performance, analyze data, and implement strategies to improve sales effectiveness and optimize Customer Acquisition Cost (CAC) across all districts.
• Ensure District Managers are effectively recruiting, onboarding, and developing their teams, including Store Managers and sales representatives, to maximize sales potential and performance.
• Spearhead regional sales training initiatives, including the implementation of company sales programs, and ensure consistent delivery of training to District Managers and their teams.
• Ensure operational excellence and compliance with company policies and procedures across all districts within the region.
• Facilitate effective communication and collaboration between District Managers and senior sales leadership, ensuring alignment on sales goals, strategies, and initiatives.
• Identify and pursue new growth opportunities within the region, including new locations, channels, and partnerships, to expand market presence and drive revenue growth.
• Prepare and deliver regular sales reports, forecasts, and performance updates to the Senior Director of Sales, providing insights and recommendations for improvement.
• Travel within the region to support District Sales Managers, assess sales operations, and ensure the effective implementation of sales strategies and best practices.

Regional Director, Sales

• Drive District Profitability
• Optimize Customer Acquisition Cost (CAC)
• Recruit, Onboard, and Develop Store Managers
• Lead Sales Training Initiatives
• Ensure Operational Excellence
• Data-Driven Performance Management
• Independent District Management
• Support Store Manager Success

District Sales Manager

Business Development Rep

• Plan, schedule, and conduct in-person and virtual meetings, presentations, and events to promote company products and services.
• Act as the primary point of contact for brokers in the region, ensuring consistent communication and support.
• Represent the company at industry conferences, trade shows, and networking events.
• Develop and execute a regional business development strategy to achieve funded volume and market share targets.
• Identify and onboard new broker partners aligned with company goals and values.
• Collaborate with internal teams (credit, operations, marketing, and product) to deliver exceptional broker experiences.
• Gather and share market intelligence, competitive insights, and broker feedback to inform strategy and product development.
• Deliver broker training and educational sessions to enhance product knowledge and engagement.
• Demonstrate an entrepreneurial mindset with accountability for regional performance.
• Take initiative to identify opportunities, solve problems, and drive continuous improvement.
• Embody and promote the company’s culture of innovation, transparency, and collaboration.

Regional Director, Sales

District Sales Manager

Business Development Manager, Mortgages