Sr. Account Partner Manager, US (Remote)

TruStage

1d•Remote

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for identifying and recruiting new preneed distribution partners in the US. This includes prospecting, supporting the onboarding of new partners, upskilling partner’s Field Sales Representatives for effectiveness, providing data/trend analysis to change behaviors, supporting field experience and driving overall partner sales of Preplanning Solutions products. This role conducts their work face-to-face or virtual channels, as applicable. Through effectively cultivated business relationships, the role executes the vision, strategic direction, and program implementation for the preneed market thru IMOs and Sales Counselors.

Requirements

Minimum of 5 years of successful sales experience, preferably within the financial services or Insurance industry.
Preneed industry experience preferred.
Strong sales aptitude and proven track record of success.
Demonstrated knowledge of Preplanning Solutions products and services, with in-depth understanding of the customers, business, industry, and market preferred.
Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.
Ability to comprehend and follow complex processes, with aptitude for continuous improvement.
Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
Demonstrated ability to integrate computer technology into sales processes.
Demonstrated strong collaboration and teamwork abilities.
Demonstrated ability to effectively build business relationships with internal and external clients.
Proven experience in developing strategies which will improve competitive position.
Demonstrated ability to deliver effective presentations.
Up to 50% travel required.

Responsibilities

Develop pipeline of new distribution partners in the Preneed IMO space
Prospect, recruit, onboard and optimize sales from contracted IMOs
Serve as the key point of contact with assigned distribution accounts, continually enhancing and building upon overall business relationship as measured through sales production, onboarding new partners, executing sales strategies, leveraging data analytics and trends to identify sales production and profitable growth opportunities, and increased profitable product mix penetration.
Maintain strategic and day to day relationships with assigned accounts to execute strategic direction for Sales.
In consultation with the VP, Preplanning Solution, establish sales goals and implementation plans for Preneed. Collaborate on executing these goals and plans. Measure, track, and communicate the results to assigned partner accounts.
Upskill Sales field force to drive Preneed Sales with a focus on a profitable product mix.
Make recommendations for new products based on feedback and information observed in the field.
Provide input for the overall Preneed business planning process and develop a business action plan for Preneed Sales through all distribution channels and new acquisitions. Update the business plan as appropriate.
Gather detailed information about Agent/counselors, analyze and prioritize data resulting in the development of sales strategies that ensure profit and growth objectives are achieved within assigned territory.
Propose products and services that support the strategic plan and profitable growth of the assigned accounts and overall Preneed Partner relationship.
Manage performance to sales plan using metrics and scorecards to measure productivity, sales discipline, quality, and achievement of financial results. Based on results, develop and implement specific action plans to increase profitability by leveraging data analytics and trend analysis to execute activities that change behaviors, increase awareness and focus to drive results.
Develop and deliver monthly/quarterly/annual Business Reviews to share results and forecasts/reports on sales activity and opportunity.
Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities within assigned territory and collaborate cross functionally to deliver exceptional Agent/Client experience.
Track all activities executed in Sales Force to provide Partner with data on the value of the relationship.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.