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AE Perkins

Holding company advancing healthcare payments tech

Regional Sales Manager

Field SalesConfirmed live in the last 24 hours
Full-timeRemote in USA$75k - $85k /yr

About the Job

Requirements

  • Three to five years of B2B sales experience, preferably in the employee benefits, insurance, payroll, or a related industry.
  • Demonstrated success in managing a sales territory and achieving sales goals.
  • A Bachelor's degree in Business, Marketing, or a related field is preferred but not required.
  • Strong experience in territory management, including developing and implementing successful sales strategies.
  • A proven track record of achieving sales targets and expanding client relationships.
  • Ability to deliver compelling sales presentations and adapt messaging to different audiences.
  • Verbal and written communication skills to engage and build rapport with brokers and clients.
  • Presentation skills and experience delivering sales pitches to diverse groups.
  • Ability to collaborate with internal teams and sales leadership.
  • Organizational skills, attention to detail, and ability to manage multiple priorities.
  • Strategic planning skills to create and execute annual business plans and adjust strategies as needed.
  • Proficiency in CRM software; Salesforce is preferred for sales tracking and reporting.
  • Comfort with technology and tools for virtual presentations and communication, such as Zoom and Teams.
  • Familiarity with Google Suite and Google Workspace for documentation and reporting.
  • Ability to travel locally up to 50% of the time, with occasional overnight trips for national conferences and events.

Responsibilities

  • Develop and execute a strategic territory plan, including setting annual sales targets and activity goals.
  • Deliver customized presentations to employee benefits brokers and prospective clients, highlighting products and services to meet customer needs.
  • Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base.
  • Maintain a thorough understanding of company products, services, and sales strategies, and communicate them effectively to brokers and clients.
  • Identify new business opportunities by developing relationships with brokers and prospective clients.
  • Monitor and track sales performance to meet or exceed annual revenue goals and product targets.
  • Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and regional sales strategies.
  • Document sales activities and client interactions in Salesforce, keeping records detailed and up to date.
  • Manage existing employee benefits broker relationships to ensure satisfaction and identify growth opportunities.
  • Attend regional conferences, industry events, and marketing meetings to stay current with industry trends and network with potential clients.
  • Serve as a primary point of contact for employee benefits brokers and clients, providing timely and professional support.
  • Work with the sales team and other departments to align territory strategies, sales activities, and client needs.
  • Provide feedback and insights to sales leadership to help shape sales strategies and improve sales processes.
  • Maintain professional business etiquette in email, phone, and in-person communications.

About the Company

AE Perkins

Holding company advancing healthcare payments tech

A.E. Perkins is a holding company that builds and invests in healthcare payments and benefits technology businesses, with stakes in real estate and consumer products. Its services integrate eligibility, funding, and point-of-sale decisions, and its portfolio includes Ameriflex (FSA/HSA/HRA, COBRA, compliance), Accresa (direct primary care and subscription-based healthcare), and Workforce Go (payroll, HR, time and ACA tracking). The company differentiates itself through onshore development, proprietary IP, disciplined operational strategies, and a growth engine based on mergers and acquisitions and targeted investments. Its goal is to scale platforms, reduce costs, and improve the consumer experience by expanding access to consumer-driven benefits and healthcare payment solutions through partnerships and portfolio synergies.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
2021

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