• Regional Sales Representative

    Job Locations US-FL-Orlando | US
    # of Openings
    Sales and Marketing
    Regular Full-Time
  • Summary


    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, and Grand Rapids Michigan.We are looking for a Regional Sales Representative to develop new business and increase sales of PlanSource products and services to insurance brokers, benefits professionals, and other channels. The Regional Sales Representative role is vital to expanding market share and driving revenue growth for PlanSource.


    About the Regional Sales Representative role


    It is an exciting time to be at PlanSource. We are expanding rapidly, but are still small enough for you to make a big impact. As a Regional Sales Representative, you will be responsible for meeting an annual quota, creating new opportunities and expanding PlanSource’s market share in a fast-growing industry. You will be well-supported and our leveraged-sales model gives you access to a strong network of partners so you can hit the ground running.

    Your responsibilities will include:

    • Developing and qualifying sales prospects within a defined geographic sales territory.
    • Becoming an expert in PlanSource’s products & services.
    • Making live and online presentations and product demos.
    • Issuing proposals and following up with prospective clients.
    • Achieving sales targets as defined by the Regional Director.
    • Building relationships with insurance brokers, employee benefits personnel and other stakeholders.
    • Documenting sales activity and prospect interactions in Salesforce.com
    • Travelling as needed to visit clients, attend trade shows, complete training, etc.
    • Other projects and to-dos as they come up.

    About You

    You have a proven track record of developing and closing new business, meeting and exceeding sales quotas, building and maintaining a strong network, and strong personal impact and presentation skills. Our sales cycles are fairly short (1-4 months), so you will need to keep several balls in the air at once. You have experience selling complex technology and are comfortable negotiating and presenting to people at all levels in an organization.  


    Your qualifications/abilities include:


    • Bachelor’s Degree in Sales & Marketing, Business or Business Administration preferred
    • 3+ years of relevant sales experience
    • HR, benefits and/or payroll industry experience preferred
    • Persuasive speaking skills and persistent with follow up
    • Strong financial acumen related to product pricing, customer profitability and achieving sales goals


    What We Offer

    • Great compensation package, including a full suite of benefits.
    • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
    • Fast-paced environment with big goals and the opportunity make a big impact. 


    Top five reasons to come to PlanSource

    #5: The size is right. Join an established tech company that’s growing fast but is still small enough for you to have a big impact.

    #4: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the company.

    #3: The benefits industry is on fire. Ongoing regulatory changes create an urgent and pervasive need in the marketplace for technology.

    #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that has a mobile-friendly UI and meets the needs of even the most complex benefit programs.

    #1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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