Regional Sales Manager II

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
Hiring for following territories, and the incumbent will reside with the stated territories:

• Boston, MA

HOW YOU WILL SOAR:
The Regional Sales Manager is responsible for driving revenue in their assigned geographic territory by selling BRI's products and services to employers in their given segmentation. The RSM II's client size segment varies by lead source but is primarily focused on companies above 200 employees. The Regional Sales Manager does this by developing an actively referring network of group benefits brokers and influencers. The Regional Sales Manager delivers value to brokers and clients by developing deep industry and product knowledge and becoming a resource for information, guidance, and recommendations.

• Achieve assigned sales quotas while following company sales processes
• Effectively respond to Request for Proposals/Information (RFP/I)
• Maintain current and accurate data in CRM
• Ensure and submit proper, accurate, timely and complete sales and service orders
• Effectively perform product/service demonstrations on-line and in person
• Actively seek out and develop new broker relationships to refer BRI business
• Develop and expand existing referring broker relationships
• Manage key customer relationships and participate in closing strategic opportunities
• Monitor customer, market and competitor activity and provide feedback to company leadership team and other company functions
• Continually develop knowledge of the business climate, applications and competition for their defined geography and accounts
• Travel for in-person meetings with customers and partners and develop key relationships
• Conduct platform and software demonstrations during the sales process
• Meet with existing customers to discuss their evolving needs, sell them additional products and to assess the quality of our company's relationship with them
• Maintain professional knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelors Degree
• 5-7 years of applicable experience
• Thorough knowledge of state and federal compliance issues and IRS regulations as they pertain to employee benefits including, but not limited to, Section 125, Section 105 and Section 132 Plans as well as ERISA, HIPAA, FMLA, HSA and COBRA regulations.
• Ability to maintain confidentiality of records and information.
• Ability to communicate (orally and in writing) with clients, prospects, and other staff members in a professional manner and with a positive customer service presence
• Ability to develop strong client relationships
• Excellent interpersonal skills and customer service orientation
• Strong organizational skills including the ability to manage multiple projects and details simultaneously
• Ability to create, compose, and edit written materials
• Strong problem solving and analytical skills
• Proficient with administrative software (e.g., MS Word, PowerPoint, Excel)
• Excellent attention to detail
• Demonstrated and proven sales results
• Proficient computer skills, including Microsoft Office Suite
• Able to analyze data and sales statistics and translate results into numbers and solutions Experienced at preparing and presenting quarterly goals and forecasts for future projects; experienced at compiling and following strict budgets
• Experience with word processing, internet browser and email required

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.