Asst. Mgr - Regional Sales

Job Responsibilities and Requirements

Sales Responsibilities

• Develop and successfully execute strategies to increase sales premium, case count, retention and profitability to achieve both personal and Regional Sales Office goals
• Responsible for the development of brokers within his or her specific sales territory
• Expert representation in the area of Group Products ranging from STD, LTD, LIFE, AD&D, Dental, Vision, Absence Solutions portfolio (FML, State/ Federal Leaves, ADA) and Voluntary Portfolio (VG, VPS, VPL, VCI, VAI, VHI).
• Adherence to the established Field and Home Office administrative procedures and underwriting guidelines
• Provide service to policyholders and brokers as necessary
• Effectively prepare and present product recommendations and solutions
• Cross-sell products to existing customers and new prospects
• Send applications and related materials to prospects and perform appropriate follow-up to generate and close the sale
• Accurately and timely record all lead information in the company provided CRM including all call activity, follow up and opportunities developed
• Organize and contact leads based on priority
• Complete and submit sales and production reports to management as requested
• Partner with field and home office staff as appropriate in implementing new cases and resolving customer concerns
• Partner with other TM family companies

Office/Administrative Responsibilities

• Assist the Sales Manager or Regional Managing Director in the overall production of business
• Assist the Sales Manager or Regional Managing Director in the general operation of the Sales Office functions as requested
• Assist the Sales Manager or Regional Managing Director in analyzing weekly, monthly and yearly sales, and come up with plans to increase sales

Mentoring/Coaching Responsibilities

• Assist the manager in inspiring and motivating their team to achieve the set targets in the business
• Assist the Regional Sales Manager in the training of new Sales Representatives
• Assist in recruiting, interviewing and hiring sales staff
• When the Sales manager is out of the office, the assistant manager assumes the roles of the manager and performs the duties and tasks of the manager

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor's degree in a related field
• 5 years experience of group employee benefit sales
• Group Life and Health liscense for home state
• Ability to solve policy owner and broker problems; speak effectively in public to groups and develop appropriate presentations for the audience; make independent decisions consistent with Company and departmental objectives; influence decision makers and travel nationally on a moderate to frequent basis, sometimes with little advance notice.
• Customer Focus - dedicated to meeting the expectations and requirements of internal and external customers; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
• Ability to negotiate skillfully in difficult business situations with both internal and external groups; settles professional differences appropriately and respectfully; wins concessions without damaging relationships; is direct as well as diplomatic depending upon the situation and audience; gains trust quickly of other parties to the negotiations; has a good sense of timing.
• Strong knowledge of group products, claim practices/process, administrative procedures, services, contract language and provisions.
• Ability to thrive in a challenging and collaborative sales environment that is fast-paced and subject to frequent change.
• Well organized with excellent follow-up and prioritization skills.
• Commitment to continuous, ongoing improvement in the level of service provided.
• Excellent people skills, ability to develop strong working relationships with other departments and with outside vendors.
• Collaborative with strong ability to influence, especially without direct management control.
• Attention to detail with the ability and willingness to handle multiple tasks and work well under pressure.
• Strong overall focus on providing continuous and consistent high quality sales, service and support to the sales producer staff, clients, brokers and Administrative Office personnel.
• Must be able to maintain confidential information.

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.  

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.