This is a remote position.
SALES DIRECTOR ROLE
Employee Retention Benefits, Inc. (ERB)
1. POSITION INFORMATION
- Position Title: Sales Director (Enrollment Operations)
- Department: Sales / Enrollment
- Reports To: Integrator
- Location: Remote / Offshore (Philippines or equivalent)
2. PURPOSE OF THE ROLE
The Sales Director is responsible for driving revenue growth, building and leading the enrollment sales organization, and ensuring consistent execution across all sales and enrollment activities.
This role owns sales strategy, team performance, and revenue outcomes, ensuring that ERB meets its premium targets across public and private sector accounts.
The Sales Director acts as the growth engine of the organization, aligning people, process, and performance to deliver scalable and predictable revenue results.
3. ROLE DEFINITION
Sales Director (Enrollment Operations)
Role Purpose
The Sales Director provides strategic leadership, operational oversight, and execution across ERB’s sales and enrollment functions.
This role is responsible for building high-performing teams, developing scalable sales processes, and ensuring full alignment between revenue goals and operational delivery.
4. CORE AREAS OF OWNERSHIP
- Sales strategy and revenue growth
- Enrollment team leadership (Agents & EORs)
- Recruitment, onboarding, and retention of sales personnel
- Sales process design and performance management
- Pipeline visibility, forecasting, and reporting
- CRM usage, data accuracy, and automation adoption
5. KEY RESPONSIBILITIES
A. Sales Strategy & Revenue Execution
- Lead and execute revenue strategy aligned with company growth targets
- Develop and implement sales plans tied to:
- premium production goals
- account acquisition
- Drive new business development in coordination with leadership
- Ensure consistent achievement of revenue KPIs across the team
B. Team Leadership & Development
- Recruit, onboard, and retain:
- Enrollment Agents
- Enrollment Outreach Representatives (EORs)
- Apply EOS LMA (Lead, Manage, Accountable) principles
- Set clear performance expectations and accountability standards
- Conduct:
- weekly Level 10 (L10) meetings
- performance reviews and coaching sessions
- Build a high-performance, results-driven sales culture
C. Sales Process & Performance Management
- Design, implement, and refine sales workflows and processes
- Ensure full adoption and usage of:
- CRM systems
- appointment scheduling tools
- follow-up and pipeline tracking systems
- Monitor and manage key performance metrics, including:
- premium written (weekly/monthly)
- appointment conversion rates
- follow-up and referral capture rates
- agent productivity and retention
D. Pipeline Management & Forecasting
- Maintain accurate pipeline visibility across all accounts
- Provide:
- weekly sales performance dashboards
- monthly revenue forecasts and strategy updates
- Track progress against targets and adjust strategies as needed
- Ensure leadership has clear, real-time insight into sales performance
E. Operational Alignment & Execution
- Coordinate with:
- Client Success Team (CST)
- Operations
- Account Management
- Ensure that sales commitments align with operational delivery capacity
- Oversee onboarding of new accounts to ensure smooth transitions
- Support alignment between sales execution and client expectations
F. Process, Systems & Automation
- Design and optimize sales systems and workflows using:
- CRM platforms
- automation tools (e.g., GHL, reporting dashboards)
- Ensure data accuracy and completeness across all systems
- Build scalable processes to support growth without breakdowns
6. REPORTING & ALIGNMENT STRUCTURE
Direct Report
- Integrator