National Title Insurance Co.
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer.
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com.
Job Purpose:
The Sales Manager s upports and leads the sales team by providing guidance, training and mentorship for a given area. In addition, the Sales Manager will set sales goals and implement sales plans, analyze data and fosters relationships to create a dynamic sales team.
Duties and Responsibilities: Determines annual unit plans by implementing marketing strategies; analyzing trends and results. Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products. Implement Sales programs by developing field sales action plans for sales team members that support sales/marketing objectives. Development of WFG company culture that emphasizes employee engagement, our 4 C’s, quality of work, key employee retention and high performance. Manages sales staff: sets monthly open and closed files goals and expectations for each staff member, assesses their success, develops and trains staff to meet their sales goals. Maintains sales staff by recruiting, selecting, orienting, and training employees. Maintains sales staff job results by counseling and disciplining employees; planning, monitoring, and appraising job results. Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Contributes to team effort by accomplishing related results as needed. Adhere to company policies and culture. Identify and initiate contact with potential clients and opportunities. Qualify potential clients to ensure a match for the Company’s client criteria. Proven sales experience; experience negotiating and closing. Retain communication and build relationships with clients by making in person and virtual calls. Obtain and maintain knowledge of services offered on company and client sides. Maintain knowledge of industry regulations. Maintain CRM daily with customer contacts and details. Qualify potential clients to ensure a match for the Company’s client criteria. Identify and pursue key decision makers. Communicate with Sales leadership on a regular basis. Participate in events such as trade shows and/or sales conferences. Stay abreast on current trends and industry changes. Strive to continuously meet or exceed performance goals and departmentally defined objectives. Ability to travel based upon client or company needs. Knowledge, Skills and Abilities: Ability to set and meet Sales Goals. Demonstrated experience in negotiation, selling to customer needs, motivation for sales, sales planning, building relationships, coaching, managing processes, market knowledge, developing budgets, staffing, and closing skills. Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a m inimum of 5 years of business sales experience including a minimum of two years of successfully selling services. Ability to understand and apply market intelligence to sales strategies,
identify client needs and make recommendations. Executive presence to influence senior decision-makers. Strong customer service ethic and outstanding ethical standards. Meets or exceeds Federal & State compliance requirements. Ability to multi-task and work in a fast paced environment; strong organizational skills. Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required. Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. Basic Qualifications: High school diploma or equivalent. Strong Oral and written communication skills. Possess solid negotiation and closing skills. Knowledge of financial and servicing industry. Excellent interpersonal and leadership skills, including the ability to work well independently and in a team environment. Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. Ability to multi-task and work in a fast paced environment; strong organizational skills. Preferred Qualifications: Bachelor’s degree
in business, finance or related field. 3-5 years experience in Title Insurance/Settlement Services Sales. Title Marketing License or able to qualify and obtain the license with the Department of Insurance. Supervisory Responsibility:
This position has supervisory responsibilities .
Work Environment: Working professionally in a remote or professional office capacity making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.
Physical
Requirements/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work: Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m.
Travel: Travel is expected for this position.
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Duties and Responsibilities: Determines annual unit plans by implementing marketing strategies; analyzing trends and results. Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products. Implement Sales programs by developing field sales action plans for sales team members that support sales/marketing objectives. Development of WFG company culture that emphasizes employee engagement, our 4 C’s, quality of work, key employee retention and high performance. Manages sales staff: sets monthly open and closed files goals and expectations for each staff member, assesses their success, develops and trains staff to meet their sales goals. Maintains sales staff by recruiting, selecting, orienting, and training employees. Maintains sales staff job results by counseling and disciplining employees; planning, monitoring, and appraising job results. Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Contributes to team effort by accomplishing related results as needed. Adhere to company policies and culture. Identify and initiate contact with potential clients and opportunities. Qualify potential clients to ensure a match for the Company’s client criteria. Proven sales experience; experience negotiating and closing. Retain communication and build relationships with clients by making in person and virtual calls. Obtain and maintain knowledge of services offered on company and client sides. Maintain knowledge of industry regulations. Maintain CRM daily with customer contacts and details. Qualify potential clients to ensure a match for the Company’s client criteria. Identify and pursue key decision makers. Communicate with Sales leadership on a regular basis. Participate in events such as trade shows and/or sales conferences. Stay abreast on current trends and industry changes. Strive to continuously meet or exceed performance goals and departmentally defined objectives. Ability to travel based upon client or company needs. Knowledge, Skills and Abilities: Ability to set and meet Sales Goals. Demonstrated experience in negotiation, selling to customer needs, motivation for sales, sales planning, building relationships, coaching, managing processes, market knowledge, developing budgets, staffing, and closing skills. Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a m inimum of 5 years of business sales experience including a minimum of two years of successfully selling services. Ability to understand and apply market intelligence to sales strategies,
identify client needs and make recommendations. Executive presence to influence senior decision-makers. Strong customer service ethic and outstanding ethical standards. Meets or exceeds Federal & State compliance requirements. Ability to multi-task and work in a fast paced environment; strong organizational skills. Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required. Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. Basic Qualifications: High school diploma or equivalent. Strong Oral and written communication skills. Possess solid negotiation and closing skills. Knowledge of financial and servicing industry. Excellent interpersonal and leadership skills, including the ability to work well independently and in a team environment. Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. Ability to multi-task and work in a fast paced environment; strong organizational skills. Preferred Qualifications: Bachelor’s degree
in business, finance or related field. 3-5 years experience in Title Insurance/Settlement Services Sales. Title Marketing License or able to qualify and obtain the license with the Department of Insurance. Supervisory Responsibility:
This position has supervisory responsibilities .
Work Environment: Working professionally in a remote or professional office capacity making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.
Physical
Requirements/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work: Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m.
Travel: Travel is expected for this position.
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