What are the responsibilities and job description for the Regional Sales Manager position at PFP - The Family Security Plan?
Lead. Inspire. Grow.
Build, mentor and drive a top-tier sales team while making a lasting impact!
About us:
At The Family Security Plan®, we prioritize employee growth, value diverse opinions, recognize exemplary work, and foster a fun, inclusive culture. With over 50 years of experience, our mission is to educate underserved communities on financial wellness and affordable insurance protection. Through partnerships with credit unions, we provide our sales team with a stream of leads while empowering agents to generate referrals and build new and lasting relationships. We are dedicated to making a difference in people’s lives while offering a supportive environment that encourages career growth and advancement.
Job Purpose:
The Regional Sales Manager is responsible for leading and growing a high-performing sales team while ensuring strong client engagement and business success. This role requires strategic leadership, sales expertise, and relationship-building skills to maximize regional performance and drive company objectives. This position requires traveling throughout the New Jersey & Philadelphia Metropolitan areas.
Key Responsibilities:
Sales Leadership & Team Development
- Build and cultivate a high-performing sales team to drive success.
- Recruit, train, and retain top sales professionals.
- Conduct regular field visits to support and assess team performance.
- Develop and lead weekly and monthly training and motivational meetings.
- Provide coaching, recognition, and guidance to enhance individual and team performance.
- Foster leadership growth through mentoring and development programs.
Business Growth & Sales Strategy
- Achieve and exceed sales targets for all product lines.
- Train sales representatives on strategic selling, cross-selling, and premium funding techniques.
- Initiate and oversee marketing programs across multiple sales channels.
- Identify new business opportunities and collaborate with internal teams to maximize potential.
- Plan and execute regional sales initiatives and motivational events.
Client & Partner Relationship Management
- Build and maintain strong relationships with credit union staff, management, and members.
- Represent PFP and The Family Security Plan® at public relations events.
- Respond to credit union management requests and align efforts with company goals.
- Ensure effective premium collection strategies in collaboration with credit union partners.
Operational & Compliance Management
- Ensure compliance with company policies, ethical standards, and industry regulations.
- Partner with HR to address and resolve regional personnel matters.
- Communicate significant regional updates and operational changes to senior leadership.
- Manage the regional budget to ensure cost-effective operations.
- Utilize business analytics to monitor performance, identify trends, and implement process improvements.
Professional Development & Brand Representation
- Complete Dale Carnegie leadership training and RMDT program assignments.
- Stay informed on industry trends and best practices to continuously improve team performance.
- Represent The Family Security Plan® with professionalism and integrity.
- Maintain confidentiality of sensitive client and employee information.
Qualifications:
Experience
- 3–5 years of successful sales experience, preferably in insurance sales.
- Previous management experience required.
- Leadership certifications (e.g., Certified to Coach) are a plus.
Education & Licensing
- Associate’s degree required; Bachelor’s degree preferred.
- Valid Life and Health Insurance license required.
Skills & Attributes
- Strong leadership, coaching, and motivational abilities.
- Excellent communication and relationship-building skills.
- Strategic thinker with strong decision-making and negotiation skills.
- Strong organizational skills with the ability to delegate effectively.
- Ability to develop others and foster a high-performance culture.
- Willingness to travel and take strategic risks to drive results.
Why Join Us?
- Opportunity to lead and grow a dynamic sales team.
- Competitive compensation and benefits package.
- Professional development and leadership training opportunities.
- A supportive and engaging work environment.
Ready to make an impact? Apply today and join us in building secure futures!
