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Senior Territory Sales Manager
First American
Los Angeles, CA, United States
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The Senior Territory Sales Manager (TSM) manages assigned territory to increase market share, meet specific revenue and long – term strategic objectives of the Company. As primary interface to the customer, has ultimate responsibility for driving sales by managing existing accounts, prospecting new accounts, coordinating action plans with multiple internal and external entities. Job duties include sales, business development and service. Must manage implementation activities and ongoing training to clients, based on strong knowledge of client business requirements and product knowledge.
Essentials Functions
• Effectively manage assigned broad and/ or complex territory to include fostering agency partner relationships, product distribution, new business goals, profitability, compliance, agency training and expense management
• Proactively create calendar of events and office visits 2-4 weeks in advance
• Build a territory business plan specifying the marketing, prospecting, and sales strategy for the territory to ensure profitable growth goals are attained
• Schedule 10-16 agency visits per week to promote First American insurance products, guidelines and appetite for business. Complete agency visit reports to document discussions, training, growth and profitability opportunities, etc.
• Create and present annual marketing plans to grow the territory and meet established sales, retention, and loss metrics
• Report on activities, industry trends, and competitor trends
• Coordinate all facets of agent interface and marketing related to attending industry events and trade shows
• Provide agency feedback, recommendations and strategy for improvement to internal leadership, related to Underwriting, Product, Customer Service and Claims
• Commit to professional growth and development by attending and engaging in industry events &/or continuing education workshops
• Provide peer mentorship
• Assist Director with onboarding, trainings &/or special projects
Knowledge and Skills/Technology Used
• Proven success in establishing and executing plans, meeting or exceeding goals and ability to establish professional relationships
• Strong Microsoft Office skills with an emphasis on Excel in order to analyze data and maneuver through complex reports to facilitate agency business discussions as well as internal discussions
• Work independently, able to assess workload and plan accordingly to meet deadlines
• Demonstrated leadership skills
• Public speaking skills
Typical Education
• Bachelor’s degree or equivalent combination of education and experience
• Insurance related designations preferred
Typical Range of Experience
• 7+ years of related experience
First American invests in its employee’s development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.