• Oversee and manage all sales activities in the division • Staff and direct a sales team • Establish plans and strategies to expand the customer base • Conduct one-on-one review with Account Representatives • Develop and mentor staff through training and development initiatives

**Key Responsibilities:** - Make outbound calls to prospects and follow up on leads - Handle inbound inquiries and respond professionally via phone, email, or chat - Build rapport with potential clients and clearly explain our services - Update and manage lead information in the CRM - Support the sales team with scheduling calls, follow-ups, and basic reporting - Meet daily and weekly activity targets - Coordinate with internal teams to ensure smooth handoffs and accurate information

• Develop and execute strategic plans to maximize business opportunities through independent insurance agencies within the assigned territory. • Support, measure, and monitor internal and external sales efforts including short-term promotions, social media opportunities, rollovers, co-op, etc. • Create specific goals for each agency that support and stimulate corporate profit and growth objectives. • Analyze market trends, policy changes, competitor activities, and regulatory changes to identify growth prospects and best practices. • Conduct agency performance evaluations and monitors Partners in Excellence program. • Generate new business by prospecting and appointing new agencies and building successful partnerships with them. • Work closely with the sales team to meet or exceed sales targets within the territory. • Provide product and service information to agents, address inquiries and concerns. • Cultivate and maintain strong relationships with agents, underwriters, and other stakeholders in the territory. • Act as a primary point of contact for agents, ensuring excellent customer satisfaction and addressing agent needs. • Collaborate with underwriting teams. • Provide insights and feedback from the territory to support underwriting decisions. • Track critical agency issues to identify training needs or gaps in service. • Monitor and analyze territory performance. • Prepare regular reports on key metrics and market trends. • Provide feedback to Sales and UW leadership teams on opportunities for improvement and areas of success. • Conduct training sessions for agencies on new products, services, and industry updates.

• Lead all Flow Control sales activities within the Western U.S. distribution region, maintaining a structured approach to account coverage, distributor support, and territory growth initiatives. • Lead a team of direct sales representatives to achieve the region's target sales growth. • Conduct performance reviews and ensure alignment with corporate incentives. • Manage and develop distributor partners — onboarding, pricing programs, performance reviews, and alignment with corporate incentives. • Achieve annual sales targets through strategic planning, pipeline development, and execution of multi-market initiatives. • Increase product stocking levels, branch engagement, and regional penetration across targeted distribution centers. • Conduct frequent in-person distributor visits to strengthen relationships and support strategic growth plans. • Serve as a subject-matter expert on Flow Control products, including valves, actuators, filtration, strainers, and control systems. • Maintain accurate territory forecasts, opportunity pipelines, distributor performance metrics, and Salesforce activity logs.