Sales Territory Manager

CRC GroupFlower Mound, TX
Onsite

About The Position

Responsible for planning and executing marketing initiatives in order to generate new retail insurance agency customer base as well as promoting/retaining existing customer base. The position involves managing new or enhanced business opportunities by recruiting new agents through regular sales calls and servicing existing agent relationships. It also requires working with management to develop targeted marketing plans, materials, agent distribution, and messages that align with the organization's marketing strategy and territory. The role demands developing an understanding of products and services, creating short and long-term marketing and sales plans, and making presentations to agents for business growth opportunities. Additionally, the Sales Territory Manager will evaluate product and service marketability, handle inbound lead inquiries, meet sales and budgetary goals, maintain records of marketing visits and presentations, and stay updated on industry trends, target markets, and competition. The role also includes assisting with planning and attending trade shows, enhancing company website content, tracking invoices, providing office support, maintaining marketing material inventory, and complying with legal requirements regarding marketing distribution.

Requirements

  • English (Required)
  • Responsible for planning and executing marketing initiatives in order to generate new retail insurance agency customer base as well as promoting/retaining existing customer base.
  • Manage new or enhanced business opportunities by recruitment of new agents through regular sales calls and servicing of existing agent relationships.
  • Work with management to develop targeted marketing plans, materials, agent distribution and messages that align with the marketing strategy of the organization and territory.
  • Develop an understanding and knowledge of the products and services offered.
  • Develop and maintain short and long-term marketing and sales plans.
  • Making presentations to agents for business growth opportunities
  • Evaluating product and service marketability in order to meet customers' needs.
  • Receive all inbound lead inquiries from email, 800-number, websites, etc. and ensure all opportunities are followed and handled appropriately.
  • Meet or exceed established marketing sales and budgetary goals.
  • Maintain record of all marketing visits and presentation and reporting the effectiveness and outcome of agent visits and presentations.
  • Maintaining current knowledge base of industry trends, target markets and competition.
  • Assist with planning and attending trade shows, association meetings/events and facilitate any necessary follow up with potential contacts.
  • Work with Director of Agency Relations to enhance, update and maintain company website to reflect marketing efforts and campaigns including promotional items.
  • Assist with tracking and reporting of all invoices to accounting for payment.
  • Assist with office support duties as needed.
  • Maintain inventory of marketing materials.
  • Comply with FCC and other legal requirements and guidelines regarding marketing distribution.

Responsibilities

  • Manage new or enhanced business opportunities by recruitment of new agents through regular sales calls and servicing of existing agent relationships.
  • Work with management to develop targeted marketing plans, materials, agent distribution and messages that align with the marketing strategy of the organization and territory.
  • Develop an understanding and knowledge of the products and services offered.
  • Develop and maintain short and long-term marketing and sales plans.
  • Making presentations to agents for business growth opportunities
  • Evaluating product and service marketability in order to meet customers' needs.
  • Receive all inbound lead inquiries from email, 800-number, websites, etc. and ensure all opportunities are followed and handled appropriately.
  • Meet or exceed established marketing sales and budgetary goals.
  • Maintain record of all marketing visits and presentation and reporting the effectiveness and outcome of agent visits and presentations.
  • Maintaining current knowledge base of industry trends, target markets and competition.
  • Assist with planning and attending trade shows, association meetings/events and facilitate any necessary follow up with potential contacts.
  • Work with Director of Agency Relations to enhance, update and maintain company website to reflect marketing efforts and campaigns including promotional items.
  • Assist with tracking and reporting of all invoices to accounting for payment.
  • Assist with office support duties as needed.
  • Maintain inventory of marketing materials.
  • Comply with FCC and other legal requirements and guidelines regarding marketing distribution.

Benefits

  • medical, dental, vision, life, disability, and AD&D insurance
  • tax-advantaged savings accounts
  • 401(k) plan with company match
  • generous paid time off programs, including company holidays, vacation and sick days, new parent leave
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