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Lead a regional payroll sales division to achieve monthly production goals. Recruit, coach, and develop Territory Managers and Payroll Client Advisors; manage sales activity, CRM records (Atlas), training, and business plans; build internal and external partnerships; report to regional leadership. Must complete DMAP training and be in the field at least 50% of the time.

Sell and grow employee benefits business by building qualified pipelines, meeting quota, and executing data-driven growth plans. Serve as a trusted advisor, manage client relationships, use CRM and AI tools to personalize outreach and identify upsell opportunities, collaborate on proposals and forecasts, and conduct market and competitive analysis to inform strategy.

The Territory Manager is responsible for prospecting new clients, conducting payroll presentations, closing sales, and training Senior Product Advisors in a fast-paced sales environment.

Lead and grow a regional payroll sales division by recruiting, coaching, and managing Territory Managers and Payroll Client Advisors to meet monthly production goals. Drive field sales (50%+), maintain CRM records (Atlas), deliver training, develop business plans, and collaborate cross-functionally to increase market penetration and revenue.

Lead a regional payroll sales division to achieve monthly production goals by recruiting, coaching, and managing Territory Managers and Payroll Client Advisors. Drive field sales (50%+), maintain CRM records, deliver training, build partnerships, report to regional leadership, and complete DMAP training phases.

The Territory Sales Manager manages client prospecting, presentations, and closing deals for Auris Payroll services, while training and mentoring Senior Product Advisors.

The Client Advisor drives business growth by acquiring clients, developing relationships, and utilizing technology to meet sales objectives. Responsibilities include developing growth plans, conducting market research, and collaborating on revenue strategy.

Manage and grow a regional payroll sales division by recruiting and coaching Territory Managers and Payroll Client Advisors, driving monthly production and install margin goals, maintaining CRM records, delivering training, and fostering cross-functional partnerships to increase market penetration and revenue.

Manages high-net-worth personal insurance clients as their primary advisor and contact. Responsibilities include reviewing exposures, losses, and coverage; recommending insurance products; providing proactive service; managing renewals and retention; identifying cross-sell opportunities; maintaining accurate policy data in EPIC; coordinating with carriers and internal teams; and resolving complex coverage or service issues.

Manages employee benefits accounts and serves as a primary client contact. Responsibilities include policy transactions, renewals, claims support, proposals, endorsements, certificates, client correspondence, coverage planning, insurance marketing and sales, data accuracy, and agency-system documentation. The role maintains carrier underwriting and policy knowledge, supports cross-department information needs, and keeps producers and management informed of account activity.