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Acrisure

Insurance broker offering risk management services

Territory Manager

Field SalesConfirmed live in the last 24 hours
Full-timeColumbus, OH, USA

About the Job

Requirements

  • Be at least 18 years old.
  • Have a valid driver's license and valid automobile insurance.
  • Successfully complete a pre-employment background check.
  • Live in the area relative to the job posting location.
  • Have at least two years of relevant experience.
  • Have prospecting, communication, presentation, and networking skills.
  • Be able to work independently and as part of a team.
  • Be incentive-driven and skilled at sales prospecting.
  • Maintain a professional demeanor and integrity.
  • Enjoy cold-calling and speaking with people face to face.
  • Be accountable for measurable, high-quality, timely results.
  • Be able to work in the field 50% of the time.

Responsibilities

  • Prospect for new clients for Payroll/HCM services.
  • Maintain existing and prospective client records—including call notes, scheduled client interactions, contact information, and other relevant client information—in the Customer Relationship Management system, currently Atlas, in accordance with company policies.
  • Meet minimum production requirements, including setting first-time appointments, to secure a WIN.
  • Continuously build and develop knowledge of the current product and service portfolio, as well as changes and developments in the financial technology industry.
  • Attend weekly team meetings and a weekly one-on-one meeting with the leader.
  • Train and coach Senior Product Advisors who report to the role.
  • Provide status updates to the reporting Payroll Division Manager.
  • Prospect and conduct Auris Payroll presentations in person and over the phone to small and mid-sized merchants and businesses, with the goal of closing sales within a fast sales cycle.
  • Explain the value proposition to clients via Atlas CRM, upsell current clients on other Auris products and services, and maintain regular communication with the Payroll Division Manager.
  • Set appointments with business owners by phone, face to face, through networking, and via referral partnerships; conduct appointments, uncover needs, present payroll solutions, and close sales.
  • Use the tablet-based Atlas CRM platform for lead generation, sales presentations, on-the-spot client financial analysis, and paperless contract processing.
  • Accompany Senior Product Advisors on their initial appointments to train them.
  • Set up a work schedule after training to maximize residuals on business brought in.
  • Perform additional responsibilities as needed.

Desired Qualifications

  • High school diploma or GED.
  • At least six years of relevant experience.
  • At least one to two years of supervisory experience.

About the Company

Acrisure

Insurance broker offering risk management services

Acrisure is an insurance broker that partners with a global network of independent local agencies (Agency Partners) to deliver insurance and risk management services. Agencies maintain their local client relationships while Acrisure provides access to broader products, technology, and resources. Revenue comes from commissions and fees on policies sold through the network, plus fees for risk management services and the growth of partner agencies. The goal is to grow by expanding the Agency Partner network and provide tailored, scalable insurance solutions through a unified platform.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$9.8B
Headquarters
Grand Rapids, MI
Founded
2005

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