Regional Sales Manager (Southeast)

AE Perkins LLC; Miami (FL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

401(k) Matching

Flexible Spending Accounts

Health Savings Accounts

Disability & Life Insurance

Employee Assistance Program

Commuter Reimbursement Plan

Tuition Reimbursement

Job summary

Ameriflex is seeking a Regional Sales Manager to drive revenue across a designated territory, focusing on FSA, HSA, HRA, ICHRA, COBRA and related compliance solutions. You will build broker partnerships, develop strategic territory plans, deliver compelling presentations, and expand the client base through seminars and targeted outreach.

The role requires a proactive sales professional with strong relationship skills, experience in benefit programs, and the ability to travel up to 50% for

Qualifications

• Bachelor’s degree in Business, Marketing or related field is preferred.
• 3–5 years of B2B sales experience in employee benefits, insurance, payroll or related industry.
• Proven track record of managing a sales territory and achieving sales goals.

Responsibilities

• Develop and execute a strategic territory plan with annual sales targets and activity goals.
• Deliver presentations to employee benefits brokers and prospective clients to meet needs.
• Plan and conduct client seminars, online and in-person meetings to expand the customer base.
• Identify new business opportunities by building relationships with brokers and prospective clients.
• Monitor and report sales performance to meet revenue goals; participate in weekly sales meetings.

Skills

Territory management

B2B sales

Sales presentations

CRM Salesforce

Strategic planning

Communication skills

Education

Bachelor’s Degree in Business or Marketing

Tools

Salesforce

Zoom/Teams

Google Workspace

Job description

NOTE: You must reside in FL to be considered for this position.

Candidate Authenticity Statement
We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.

This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

The Regional Sales Manager (RSM) is responsible for driving sales revenue and expanding Ameriflex's market share selling Flexible Spending Account-FSA, Health Savings Account-HSA, Health Reimbursement Arrangements - HRA, ICHRA, COBRA and Compliance Solutions within an assigned territory. Reporting to the Vice President of Sales, the RSM will develop and implement a strategic territory plan to achieve sales objectives, manage existing employee benefit broker relationships, and cultivate new broker partnerships. This role requires a proactive approach to sales, strategic planning, and effective communication to position Ameriflex products and services successfully.

The Regional Sales Manager plays a critical role in growing Ameriflex’s market share within a designated region. The position requires a motivated and experienced sales professional who can effectively learn our products and sales processes, drive sales strategies, maintain key relationships, and adapt to changing market conditions while consistently achieving revenue objectives.

Principal Duties & Responsibilities:

Territory Strategy & Sales Execution:

Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. (Advanced)

Deliver customized presentations to employee benefits brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. (Advanced)

Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. (Advanced)

Using your aptitude for learning, maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. (Advanced)

Proactively identify new business opportunities by developing relationships with brokers and prospective clients. (Advanced)

Sales Forecasting & Reporting:

Monitor and track sales performance to meet or exceed annual revenue goals and product targets. (Advanced)

Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. (Intermediate)

Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. (Intermediate)

Client & Broker Relationship Management:

Manage existing employee benefits broker relationships to ensure satisfaction and uncover opportunities for growth. (Advanced)

Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. (Intermediate)

Act as a primary point of contact for employee benefits brokers and clients, providing timely and professional support. (Advanced)

Cross-Functional Collaboration & Communication:

Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. (Intermediate)

Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. (Intermediate)

Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings. (Advanced)

Sales Skills & Territory Management:

Strong experience in territory management, with a demonstrated ability to develop and implement successful sales strategies. (Advanced)

Proven track record of achieving sales targets and expanding client relationships. (Advanced)

Ability to deliver compelling sales presentations and adapt messaging to the needs of different audiences. (Advanced)

Communication & Interpersonal Skills:

Exceptional verbal and written communication skills, with the ability to engage and build rapport with brokers and clients. (Advanced)

Strong presentation skills, with experience delivering sales pitches to diverse groups. (Advanced)

Ability to effectively collaborate with internal teams and sales leadership. (Intermediate)

Organizational & Planning Skills:

Excellent organizational skills, with a keen attention to detail and the ability to manage multiple priorities simultaneously. (Advanced)

Strategic planning skills, with the ability to create and execute annual business plans and adjust strategies as needed. (Advanced)

Technical Proficiency:

Proficient in using CRM software (Salesforce preferred) for sales tracking and reporting. (Intermediate)

Comfortable with technology and tools used for virtual presentations and communication (e.g., Zoom, Teams). (Intermediate)

Familiarity with Google Suite and Google Workspace for documentation and reporting. (Intermediate)

Travel Requirements:

Ability to travel locally up to 50% of the time, with occasional overnight trips to attend national conferences and events. (Intermediate)

Credentials & Experience:

Education:

Bachelor’s Degree in Business, Marketing, or a related field preferred but not required.

Experience:

3-5 years of B2B sales experience, preferably in the employee benefits, insurance, payroll or related industry.

Demonstrated success in managing a sales territory and achieving sales goals.

NOTE: The base salary for this position is $75,000.00 - $85,000.00 annually plus monthly commission and annual bonus potential.

BENEFITS

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield
• ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement

Bonus Pay

• Commission is uncapped and is paid on actual revenue invoiced for services sold
• Commission rates on products and services range from 10-21% depending on depending on the monthly percent to revenue goal
• Commissions are paid with the last paycheck of each month for the revenue invoiced from the previous month

ADDITIONAL BENEFITS INCLUDE:

• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!