Regional Sales Manager

Job Title: Regional Sales Manager

Location: Regional

Company: Plan Advisors, an Integrity Company

About Us:

Plan Advisors is an industry leading organization, committed to empowering our Agents/Agencies with the resources and support they need to be successful in the industry. This dedication to our partners ensures individuals and families have access to top-quality healthcare coverage.

Job Description:

In this role, you will play an integral part in our mission to deliver outstanding service and grow our Agents/Agencies within our full portfolio of products, with an emphasis on Medicare and ACA.

Key Responsibilities:

• Recruitment and Resource Management: As the Regional Sales Manager, you will be responsible for tactically managing all available resources and opportunities in your market, to achieve recruitment goals.

• Field Sales Support: Your role will involve providing support to all external field sales agents and agencies within your designated market. This includes broker engagement, training, and meeting national sales and operational objectives with each carrier.

• Strategic Planning: You will be required to develop comprehensive external recruitment, market engagement, and sales strategies while collaborating with carriers and the Plan Advisors leadership team. Create persuasive marketing collateral and materials showcasing the value proposition of our MA and ACA products for Agents/Agencies tailoring messaging to highlight competitive advantages and address the unique needs of potential partners. Additionally, you will work closely with your team to ensure consistent, high-quality agent experience across all markets.

• Carrier Engagement: Your active involvement in attending carrier events is crucial. It's an opportunity to engage and demonstrate support for pertinent carriers in your market while cultivating relationships with carrier representatives across the country.

• Cross-Departmental Collaboration: Effective collaboration with other internal and external departments is essential. This will include working closely with our BSU department and Program Managers to address broker escalations, commissions issues, and to meet overall organizational goals. You will work with the Marketing, Contracting and Ops teams to ensure the overall support experience runs smoothly and efficiently for all new partners.

• System and Platform Expertise: You will become the subject matter expert (SME) within our systems and platforms, including Sales Force, Medicare Center, Health Sherpa, the broker portal, and more. Additionally, you will implement tracking mechanisms to assess the effectiveness of marketing campaigns in Agent/Agency recruitment. Analyze data and feedback to continually optimize strategies and improve conversion rates. Your mission is to ensure that agencies have access to top-quality reporting, training, resources, leads, and marketing materials.

• Professional Representation: As a market representative of Plan Advisors, you will uphold the highest standards of professionalism and respect in all interactions, both within the organization and in external engagements.

Qualifications:

• Sales Experience: We seek candidates with a minimum of 3 years of proven sales experience with an understanding of the Medicare Advantage and ACA markets, including knowledge of compliance, market trends, and competitor activities.

• Insurance Licensing: Active Florida Health & Life Insurance licenses or the ability to obtain them within 60 days of hiring is a prerequisite for this role.

• Presentation Skills: Successful candidates will have prior experience with public speaking and presentations, or a willingness to learn.

• Technology Proficiency: Prior experience using SalesForce, Sales/Marketing Resources, and Microsoft Office with proficiency is essential for success in this role.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.


Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.