Job Responsibilities and Requirements

The Regional Sales Leader is responsible for sales, support and service of SmartChoice Small Group products through Master General Agents (MGAs) and their broker / producer relationships within his / her assigned territory.

This position could be filled in Philadelphia, Dallas, Kansas City, Boston or Chicago.

This position also plays an integral role in effective and consistent National Account reporting.

Sales

Responsible for sales of Company’s SmartChoice small group program achieving overall premium and policy goals.

Responsible for the recruitment, development and maintenance of an MGA distribution within his / her sales territory.

Responsible for supporting MGA SmartChoice marketing and sales efforts to MGA broker / producer bases.

Will assist in providing service to MGAs, brokers and policyholders wherever necessary.

Operations

Adherence to the established Field and Home Office administrative procedures and underwriting guidelines

Provide guidance on elevated service concerns to policyholders and brokers as necessary

Accurately and timely record all lead information in the company provided CRM including all call activity, follow up and opportunities developed

Complete, analyze and submit sales and production reports to senior leadership

Required Knowledge, Skills, Abilities and / or Related Experience

Bachelor’s Degree required or equivalent combination of education and relevant experience.

Minimum five years’ experience in employee group benefit sales experience

Excellent verbal and written communication skills required.

Excellent presentation skills. Proven ability to present technical information to small audiences required.

Proven sales ability as demonstrated by previous, quantifiable results.

Proficiency in Microsoft programs including Excel and Word.

Ability to Travel : Up to 25%

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that creating a more diverse, equitable and inclusive culture allows us to realize more of our potential.

And we can’t do this without our most important asset you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.

Our Benefits :

• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council
Our Values :
• Integrity
• Integrity
• Empowerment
• Compassion
• Collaboration

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation.

We assure you that your opportunity for employment depends solely on your qualifications.

LI-Hybrid

Last updated : 2024-02-24