Regional Sales Manager (Southeast)

NOTE: You must reside in FL 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.

The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's market share selling Flexible Spending Account-FSA, Health Savings Account-HSA, Health Reimbursement Arrangements - HRA, ICHRA, COBRA and Compliance Solutions within an assigned territory. Reporting to the Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing employee benefit broker 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 learn our products and sales processes, 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 employee benefits 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)

Using your aptitude for learning, maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. (Advanced)

Proactively identify new business opportunities by developing relationships with brokers and prospective clients. (Advanced)

Sales Forecasting & Reporting:

• Monitor and track sales performance to meet or exceed annual revenue goals and product targets. (Advanced)
• Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. (Intermediate)
• Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. (Intermediate)

Client & Broker Relationship Management:

• Manage existing employee benefits broker relationships to ensure satisfaction and uncover opportunities for growth. (Advanced)
• Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. (Intermediate)
• Act as a primary point of contact for employee benefits brokers and clients, providing timely and professional support. (Advanced)

Cross-Functional Collaboration & Communication:

• Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. (Intermediate)
• Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. (Intermediate)
• Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings. (Advanced)

Sales Skills & Territory Management:

• Strong experience in territory management, with a demonstrated ability to develop and implement successful sales strategies. (Advanced)
• Proven track record of achieving sales targets and expanding client relationships. (Advanced)
• Ability to deliver compelling sales presentations and adapt messaging to the needs of different audiences. (Advanced)

Communication & Interpersonal Skills:

• Exceptional verbal and written communication skills, with the ability to engage and build rapport with brokers and clients. (Advanced)
• Strong presentation skills, with experience delivering sales pitches to diverse groups. (Advanced)
• Ability to effectively collaborate with internal teams and sales leadership. (Intermediate)

Organizational & Planning Skills:

Excellent organizational skills, with a keen attention to detail and the ability to manage multiple priorities simultaneously. (Advanced)

Strategic planning skills, with the ability to create and execute annual business plans and adjust strategies as needed. (Advanced)

Technical Proficiency:

• Proficient in using CRM software (Salesforce preferred) for sales tracking and reporting. (Intermediate)
• Comfortable with technology and tools used for virtual presentations and communication (e.g., Zoom, Teams). (Intermediate)
• Familiarity with Google Suite and Google Workspace for documentation and reporting. (Intermediate)

Travel Requirements:

Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events. (Intermediate)

Requirements

Credentials & Experience:

Education:

Bachelor’s Degree in Business, Marketing, or a related field preferred but not required.

Experience:

3-5 years of B2B sales experience, preferably in the employee benefits, insurance, payroll or related industry.

Demonstrated success in managing a sales territory and achieving sales goals.