Regional Sales Coordinator
CurrentAs a Regional Sales Coordinator, I prospected, trained, and built relationships with agents to help them better understand Assurity’s Worksite products and to drive sales. I partnered with Regional Sales Managers to manage our territories by strategically creating ways to target prospect clients and creating annual and quarterly sales plans. My goal was to become the Agent's trusted advisor by acknowledging their client's needs and only recommending products that I saw as a complement to their current portfolio. I built Broker trust by building relationships and educating them on our products and processes. This would be done by webinars, conference calls, or face to face broker meetings that I would lead. I also assisted brokers in setting up the best possible enrollment conditions for each Employer Group. I also traveled in this position where I would attend NAHU events for networking and engaging with prospects as well as setting broker appointments with our existing Agents. I performed back office support to our agents that included dealing with agent contracting, running proposals, create product comparison analysis using excel or powerpoints, create customized sales tracks for the Agents to aide in the sale of our products, and provide comprehensive RFP responses.