Manages local Market 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.