Account Manager - San Antonio, TX

Williston Financial group•San Antonio, TX

3d•Onsite

About The Position

The Agency Account Manager is a primary liaison with agents that proactively manages the client relationship, ensuring the achievement of agent expectations while providing key resources to grow their business. This position requires excellent communication skills to help build relationships and partner with agents to achieve.

Requirements

High school diploma or equivalent.
Strong Oral and written communication skills.
Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
Ability to multi-task and work in a fast paced environment; strong organizational skills.

Nice To Haves

Bachelor’s degree in business, finance or related field.
Familiarity with software such as Zoom, BombBomb, and Bam!.
3-5 years experience in an active sales role.

Responsibilities

Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
Support the Agency Sales Representatives regarding activities related to all assigned accounts
Support the Agency Sales Representatives during customer on-site visitations and presentations
Build direct relationships with agents, will work closely with and utilize the selected channel partners to maximize new sales opportunities and renewals within assigned territory.
Collaborate with aligned Agency Sales Representatives, partners and marketing personnel to identify, develop & build sales pipeline
Identify & build sales pipeline through qualifying leads, prospecting, and penetrating new and existing accounts
Effectively team with Field Sales to drive product/service revenue and achieve/exceed territory sales goals
Leverage in-depth customer knowledge, product and technical knowledge and industry trends during sales process
Build high-value, strategic and consultative relationships with critical clients and bring awareness of surrounding ecosystem.
Utilize SUGAR to track current/potential customer interactions and drive progression of opportunities through the sales cycle.