Field Sales Manager for VA

Field Sales Manager for VA

GarityAdvantage

Virginia

About GarityAdvantage

GarityAdvantage is an independent marketing organization that specializes in the senior market — namely, Medicare products. The firm is also proud to serve as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage is an expansive Medicare leader in the New England area and is rapidly expanding into new markets. In business since 1970, GarityAdvantage today serves more than 250,000 Americans. Garity Advantage is based in Norwell, Massachusetts.

Job Summary

In collaboration with the Garity Account teams and Carriers, this role is dedicated to cultivating new sales prospects for our Medicare Insurance agents and brokers. A significant portion of the role, approximately 80%, involves fieldwork, liaising with local carrier representatives, and agents/agencies to devise and bolster marketing initiatives that attract new prospects and stimulate business growth.

This role encompasses a wide range of activities including, but not limited to, community engagement, exploring opportunities in senior housing/centers, provider marketing, retail opportunities, and supporting health fairs. The role also involves conducting in-field training events, participating in carrier activities, and any other strategies that can effectively connect agents with potential opportunities. The goal is to create a robust network that fosters business development and growth.

Primary Responsibilities: 

• Plan and complete field marketing campaigns across multiple states

• Seek out community engagement activities, community events, senior-related organizations/facilities, provider and retail marketing opportunities

• Source and develop relationships with a wide variety of health-related and community-based organizations

• Negotiate opportunities with each new relationship that delivers lead generating activities for agents

• Develop robust knowledge of all carriers/plans in the markets served

• Build/maintain strong relationships with all carrier reps in territory

• Organize local agent recruiting events to promote the community activities available to agents working our agency

• Work closely with the local community influencers to cultivate relationships and meaningful engagement with community organizations.

• Coordinate needs for event and sponsorship participation (payment, staffing, logistics, materials, etc.)

• Monitor industry trends and competitor activities

• Report weekly/monthly on the status of field marketing activities

• Track community engagement metrics/Document and share lead/customer intelligence with sales leadership

• Consistently travel within territory

• Maintain/update CRM system to ensure agent records are up to date

• Willingness to leverage social media and other tools to develop and manage new agent leads

• Collaborate with market team to ensure market sales goals are met or exceeded. This included national account director and agent success representative.

• Monthly production calls with leadership to report out on each account is required. 

• Effective Management of communications between internal teams to ensure clear team collaboration.

• Generating and implementing an effective strategic action plan for your market to meet/exceed production goals is required.

• Generating and implementing effective strategic individual agent action plans is required.

• Generating and collaborating on effective strategic carrier action plans is required.

• Active agent recruitment in markets is required.

• Attendance at all market events is required.

Primary Skills & Requirements: 

• Interpersonal Skills: Excellent interpersonal skills are required, with a comfort level in networking and face-to-face interactions. An outgoing personality that can foster strong professional relationships is a must.

• Independence & Initiative: The ability to work independently and take the initiative is crucial.

• Project Management: The candidate should be able to follow through on assignments and projects within the required budgets and deadlines.

• Time & Stress Management: Excellent time management and stress management skills are necessary.

• Critical Thinking: Strong