Sales Management (25%)

• The RBM must be highly organized and self‑directed, managing and reporting on sales and market activities through broker visits and industry networking events.
• Develop and maintain a Key Account list of 15‑20 brokerages within a defined region, updated annually based on business volume.
• Conduct quarterly meetings with key accounts to review their volumes and funding ratios.
• Discuss performance with the Regional Director of Business Development monthly.
• RBMs (Regional Business Manager) are expected to assist brokers with deals in the pipeline or those who are unresponsive, fostering stronger relationships. They must also complete monthly expense reports accurately and submit them by the deadline within their approved budgets.
• The RBM is responsible for documenting feedback from weekly meetings in the CRM and analyzing efficiency ratios from Tableau to identify and address current trends.
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