Vice President Western Region
- Salesforce
- Excel
- Solution Selling
(Clients located in: AK, AZ, CA, CO, HI, ID, NV, NM, OR, WA)
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POSITION SUMMARY:
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Oversee all Public Entity and appointed broker lead generation activities and be responsible for revenue base growth through the sale of new business opportunities while expanding and/or maintaining the existing revenue base. Provide guidance, training, and general supervision of any assigned Business Development personnel.
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DUTIES AND RESPONSIBILITIES:
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⢠Manage the Western Region sales team
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⢠Create revenue paths in the Public Entity and related Brokerage markets in-order-to
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generate new business*
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⢠Travel to prospective accounts, existing clients, trade shows, and corporate meetings /
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40% travel*
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⢠Work with existing and new Regional Business Development (RBD) team members in
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order to expand TRISTARās territory, Line of Business, and Specialty capabilities
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⢠Develop rapport and credibility with potential clients and industry consultants to enhance
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revenue growth opportunities*
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⢠Delegate sales lead to propose responses to āRequest for Proposalsā from potential
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clients*
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⢠Present solutions and options to meet the needs of clients thereby increasing the
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revenue potential*
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TRISTAR VP Western Region - Business Development
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⢠Participate in client implementation meetings in coordination with Sales Team and Operations*
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⢠Work closely with Sales and Client Services on new client implementation service guidelines*
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⢠Support the servicing of assigned accounts in coordination with Operations; anticipate and meet clientās needs; troubleshoot problems; provide consulting advice; and to meet service needs and requirements*
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⢠Develop and facilitate sales presentations, as required*
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⢠Maintain consistent contact at various client levels*
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⢠Work closely with other TRISTAR departments to ensure the coordinated delivery of services to the client, based on services purchased*
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⢠Focus on profitability of the business segment ensuring a solid EBITDA (>10%) for the organization*
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⢠Attend trade shows, industry meetings and events, as required and managing the assigned budget on an annual basis*
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⢠Maintain updated information in Salesforce as well as monitor team for Salesforce input*
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⢠Obtain FOIA information as necessary to improve market intelligence*
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⢠Perform all other duties as assigned*
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EQUIPMENT OPERATED/USED: Computer, fax machine, copier, printer and other office equipment.
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SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire
Qualifications
QUALIFICATIONS REQUIRED:
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Education/Experience: Bachelorās degree in related field (preferred); Seven (7) years sales experience; and, 3 years of Sales Management.
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Knowledge, Skills and Abilities:
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⢠Ability to prioritize multiple tasks and meet strict deadlines.
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⢠A working knowledge of Excel, Word, TC 2.0, and SalesForce.
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⢠Excellent written and verbal communication skills, including ability to convey technical
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details to clients and staff.
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⢠Ability to effectively present information and respond to questions from clients, vendors,
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and employees of the organization.
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⢠Knowledge of Solution Selling.
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⢠Ability to understand the Third-Party Administration industry.
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⢠Excellent sales and customer service skills.
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⢠Ability to establish and maintain a high level of customer trust and confidence.
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⢠Ability to forge strong relationships.
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- Other Qualifications: ⢠None
Vice President Western Region Ā· Tristar Insurance