Newcoast · 2 months ago
RV/Marine Territory Relationship Manager - Remote
Newcoast Financial is a provider of financial services products for the recreational industry. The RV/Marine Territory Relationship Manager is responsible for generating new business by developing relationships with brokers, dealers, manufacturers, and referral sources to increase the company's reputation and achieve business growth goals.
Financial ServicesInsurance
Responsibilities
Achieve dealer/broker/manufacturer acquisition and revenue growth objectives
Cultivate relationships with prospects and customers to create customer satisfaction and repeat business
Evaluate Dealer/Broker/Manufacturer or individual customers’ needs and propose financial products that meet their criteria
Maintain production pipeline records in CRM systems
Track and maintain intelligence on all leads
Track and maintain all activities related to prospecting and deals in progress
Utilize dashboards and reporting to provide progress metrics to sales leadership
Participation in campaigns via CRM provided by the marketing team
Constantly update job knowledge through sales development training
Stay current on and learn about new financial products and services
Provide regular reporting and communication of metrics to demonstrate success of production pipeline activities, individual growth goals and overall performance
Demonstrate continued personal improvement via growth of skillsets in sales methodology, finance and insurance knowledge and general marine and RV industry knowledge
Identify areas of optimization and opportunities as well as provide informed recommendations for the financial product divisions and Newcoast leadership
Maintain strong working relationships with other production team members and sales teams
Qualification
Required
One Year or more experience in sales or various marine financing roles
Demonstrated ability to work in remote-working environments
Experience and understanding of CRM systems and commonly used sales tools
Proactive, organized, results driven, meets deadlines, self-driven, collaborative
This person must have strong written and verbal communication skills, the ability to influence others and strong cross-functional leadership
This person is charismatic, friendly, and upbeat with ability to build rapport with clients quickly
Excellent listening, negotiation, and presentation abilities
Understanding and aptitude with modern computer technology, Zoom and other software tools
Company
Newcoast
Our professional team of financing and insurance specialists have years of experience and are available to help answer your questions throughout the process.
Funding
Current Stage
Growth StageCompany data provided by crunchbase