Reliance Matrix · 5 days ago
Asst. Mgr - Regional Sales
Tampa, FL
Full-time
Hybrid
Mid, Senior Level
$64K/yr - $79K/yr
5+ years expReliance Matrix is a company focused on fostering an inclusive culture, and they are seeking an Assistant Manager for their Regional Sales team. The role involves developing sales strategies, mentoring sales representatives, and assisting in the overall production and operations of the 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 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
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
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
Qualification
Required
Bachelor's degree in a related field
5 years experience of group employee benefit sales
Group Life and Health license 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
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
Company
Reliance Matrix
Reliance Matrix provides financial protection, absence management, and supplemental health benefits solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Srinivas Jonnada
SVP & CIO
Recent News
2026-01-15
2026-01-07
2025-10-21
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