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Reliance Matrix · 2 hours ago

Director - Regional Sales

Tampa, FL

Full-time

Hybrid

Mid, Senior Level

$102K/yr - $136K/yr

5+ years exp

Reliance Matrix is a company focused on fostering an inclusive culture to realize its potential. They are seeking a Director of Regional Sales to develop and execute strategies to increase sales, manage a team of sales representatives, and drive company culture within the local sales office.

Employee BenefitsFinancial ServicesInsuranceMental HealthRetirement

Responsibilities

Develop and successfully execute strategies to increase sales premium, case count, retention and profitability to achieve both personal and regional sales goals

Responsible for the development of brokers within his or her specific sales territory

Partner with leadership and internal team members to identify market potential with assigned territory and prioritize opportunities

Effectively prepare and present product recommendations and solutions to brokers and clients

Cross-sell products to existing customers and new prospects

Develop territory sales strategies with Voluntary, Absence Management and Japanese Market Practice Leaders as well as the Medical Stop Loss, Limited Medical Benefit RSL teams and other Tokio Marine companies to drive sales and meet/exceed premium and case count goals

Send applications and related materials to prospects and perform appropriate follow-up to generate and close the sale

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 guidance on elevated service concerns to policyholders and brokers as necessary

Accurately and timely record all lead information in the company provided CRM including all call activity, follow up and opportunities developed

Complete, analyze and submit sales and production reports to leadership

Partner with field and home office staff as appropriate in implementing new cases and resolving customer concerns

Partner with underwriting to ensure profitable business

Responsible for driving company culture within the local sales office(s)

Accountable for performance of team; engages team members in talent management and development opportunities, and builds a positive and respectful work environment

Makes personnel decisions on hiring, firing, discipline, transfer, advancement and promotion in accordance with Company policies and procedures

Lead and participate in assigned initiatives and projects designed to further RSL’s corporate Service Excellence vision

Models and drives company values in the departments

Assists the individual Sales Representatives in achieving sales goals by line of business

Team typically ranges from 5 – 9 sales reps and may include managing Sales Managers

Territory typically has market potential of $15-25M in premium, which includes $1-2M in personal production

Focus should be 90% management, 10% personal production

Qualification

Group insurance salesManagement experienceGroup LifeHealth LicensePublic speakingNegotiation skillsCustomer focusContinuous improvementPeople skillsCollaborationAttention to detailOrganizational skills

Required

Bachelor's degree in related field

Minimum of 5 years of group insurance sales experience and 3 years of management experience

Group Life and Health License(s) required

Ability to demonstrate objectivity and practice sound management principles with regard to staff management

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

Preferred

AHIP, LOMA, and/or CEBS preferred

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