Manages district sales effort in accordance with corporate guidelines to increase client base through the implementation of specifically approved sales and marketing programs.
Manages the achievement of corporate objectives by individual product line within area of district responsibility and within budgeted financial guidelines.
Recruits, selects and directs sales staff in meeting or exceeding corporate goals. Monitors attainment versus forecast and takes corrective action when necessary.
Identifies potential management candidates and brings to the attention of the Zone Manager.
Manages line by line items of corporate assigned budgets.
Projects a positive image in representing the corporation to clients and the community.
Cultivates and develops through the sales staff a referral network among the certified public accountants community, enrolled agents and bookkeepers.
Works with branch managers to develop mutual objectives and problem-solving issues using partnership principles.
Ensures accuracy of weekly activity reports and audits commission and expense reports.
Initiates, participates in, and supervises on-going training of assigned sales representatives in technical knowledge, competitive knowledge, and sales skills knowledge.