Territory Sales Manager

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Tasked with identifying and engaging new clients within our Payroll/HCM services sector.

• Keep detailed records of current and potential clients as per company guidelines, including call notes, scheduled interactions, contact details, and other pertinent information, in the Customer Relationship Management (CRM) system; presently using Atlas.

• Accountable for meeting minimum production targets, including arranging initial appointments to secure a WIN.

• Continuously enhance and expand knowledge of the existing product/service portfolio along with trends and advancements in the financial technology sector to stay informed.

• Participate in weekly team meetings and hold regular one-on-ones with the team leader.

• Responsible for mentoring and training Senior Product Advisors (SPAs) under their supervision.

• Provide regular status updates to the reporting PDM.

⛳️ Requirements

• Must be 18 years of age or older.

• A valid Driver’s License and active automobile insurance are required.

• Successful completion of a pre-employment background check is essential.

• Must reside in proximity to the job posting location.

• A minimum of two years of relevant experience is necessary.

• Exceptional skills in prospecting, communication, presentation, and networking.

• Ability to work effectively both independently and collaboratively within a team.

• A motivated sales “hunter” driven by incentives.

• Professional demeanor combined with outstanding integrity.

• Strong sense of urgency and natural sales aptitude.

• Enjoys cold-calling and engaging with individuals in person.

• Responsible for delivering measurable, high-quality, and timely outcomes.

• Willingness to spend 50% of the time in the field.

• High school diploma or GED is preferred.

• A minimum of 6 years of relevant experience is preferred.

• At least 1-2 years of supervisory experience is preferred.

🏝️ Benefits

• Medical, Dental, Life, & Disability benefits to ensure your health and well-being.

• 401(k) plan with a matching program to assist you in saving for retirement.

• Comprehensive medical, dental, and vision insurance; life and disability coverage; fertility benefits; wellness resources; and paid sick leave.

• Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary subscription to the Calm app.

• Immediate vesting in a 401(k) plan; options for Health Savings Account (HSA) and Flexible Spending Account (FSA); commuter benefits; and employee discount programs.

• Paid maternity and paternity leave (including for adoptive parents); options for legal plans; and pet insurance coverage.