Providing timely and accurate calculations and detailed analysis of values related to development of pricing models on a variety of accounting methodologies including statutory, tax and GAAP as well as using principles based reserves.
Administers policies for promoting organizational products and services or addressing client issues or concerns; establishes revenue and retention goals for members of the account management team and tracks performance.
Responsible for developing the interconnection between sales, marketing and service to provide a customer-centric and unified experience that maintains and grows the customer base. Integrate internal processes and handoff points among the three functions.
Direct and supervise the administration and ensure timely completion of the Sales Department activities; develop a full working knowledge of the operations of the hotel, Guest Services and Reservations.
Design learning solutions ranging from core programs to business-specific programs to nimble, just-in-time tools that fulfill audience needs and achieve business results, working with external vendors and internal project teams as appropriate.
Provide legal, tax and sales support in conjunction with Advanced Markets team to field partners supporting sales of Ameritas life, wealth management and retirement income planning products to affluent individuals and business owners.
The Regional Sales Director coordinates and functionally supervises all activities relating to the sale of all company services through relationships with accounts and through independent insurance, tax, and other financial professionals (Providers) who provide professional services to business clients of all sizes.