12/02/2021

Regional Sales Manager- Mid-Market

  • National General Insurance
  • Milwaukee, WI, United States

Job Description

Primary Purpose:

Responsible for achieving territory sales goal within an assigned region. This involves recruiting, training and developing sales staff as well as developing an in depth knowledge of the dynamics of the sales territory, its competition, regulations and broker community.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Recruit and train sales and administrative staff
  • Analyze territory's sales performance against established sales goals
  • Evaluate Market Conditions including competitive price point, new legislation, Association or MEWA entrants or any other Market Specific changes
  • Evaluate and recommend staff growth when needed
  • Collaborate with Senior Sales Leadership to find and grow sales opportunities through strategic partnerships, marketing initiatives, network opportunities, and industry events etc.
  • Evaluate the effectiveness of all processes and personnel, making modifications to those processes that are not effective and addressing personal performance issues with employees not meeting performance expectations
  • Responsible for the consistent training of Sales Representatives
  • Review agent/Sales Representative relationships and adjust assignments to maximize opportunities for success
  • Teach Sales Representatives to effectively analyze the business opportunities presented by each agent by applying sales steps processes and how to utilize time management techniques to maximize sales performance
  • Resolve complex problems that Sales Representatives are unable to effectively address
  • Investigate situation and solicit support from various sources to bring about a solution compatible with maintaining effective business relationships
  • Create a team environment in which individuals actively support the attainment of the territory's sales goals and each employee's personal goals
  • Support senior leadership as required including but not limited to division wide planning, organizing agendas, making presentations, preparing performance reports, developing marketing plans, and providing feedback on internal business partners including underwriting, product, and account management

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience
  • 5+ years of sales and marketing experience in the general health insurance business with a working knowledge of claims and underwriting operations
  • Experience with presenting sales and marketing plans to a variety of audiences
  • Experience in analytically assessing time sensitive data obtained from multiple sources and making decisions and /or recommendations based on that assessment to a broad audience
  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization
  • Must possess effective verbal and written communication skills
  • Must be able and willing to travel
  • Incumbent will be required to obtain a Life/A&H license in state of residence and any other state that the incumbent conducts business, which should be completed within 60 days of receiving approval from the resident state; however, we recognize that in some states the licensing process may take longer

Desired Skills:

  • Prior experience managing a sales team
  • Experience with various state laws governing the sale of health insurance in each state within assigned territory is preferred
  • Proven ability to manage a large staff and territory
  • History of developing relationships with a variety of retail insurance agencies
  • Excellent presentation and training skills
  • Proven analytical skills in evaluating sales markets
  • Proven ability to recruit, train and develop sales talent

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