What are the responsibilities and job description for the Territory Manager position at Legacy Services Financial?
We’re hiring a Territory Manager, this is a field-based B2B sales position focused on developing new accounts, building client relationships, and growing an assigned territory.
You’ll work directly with business owners and decision-makers throughout Lexington and surrounding areas, identifying new business opportunities, introducing our products, and developing long-term client relationships. Most of your workweek will be spent in the field conducting sales presentations, prospecting within your territory, and following an established sales process with clear activity expectations and defined goals.
We’re looking for someone who communicates professionally, is comfortable initiating new business conversations, manages their time effectively, and can consistently execute a sales plan.
In This Role, You Will
- Develop and maintain a consistent sales pipeline through prospecting, networking, cold calling, and in-person outreach to local businesses within your territory.
- Build long-term relationships with local business clients while providing ongoing service and support
- Conduct professional, consultative sales presentations to help business owners understand the products and services available to support their employees
- Identify new business opportunities and develop new accounts
- Participate in ongoing training and professional development to strengthen sales knowledge and performance
- Maintain a high standard of communication and service throughout the client relationship
What We’re Looking For
- Strong communication and interpersonal skills
- Confidence initiating conversations with business owners and decision-makers
- Ability to organize and manage a field-based schedule effectively
- Consistent follow-through and attention to client needs
- Ability to work toward defined activity and performance goals
- Willingness to learn and apply an established sales process
- Experience in B2B sales, territory sales, account development, client-facing roles, management, athletics, or military service can translate well to this position
What We Offer:
- Structured onboarding and hands-on field training with experienced team members
- A robust CRM and sales tools to help manage your pipeline, follow-up, and client activity
- An established sales process with clear expectations and defined performance goals
- Ongoing coaching, support, and professional development
- Performance-based compensation with monthly and quarterly bonus opportunities
- Opportunities for career advancement based on performance and demonstrated ability
- The ability to manage your field schedule within the structure and expectations of the role
Legacy Services Financial has served the Southeast since 1999, working with small businesses and their employees to provide reliable products and professional service. We value professionalism, clear communication, and long-term client relationships while providing our team with the training, structure, and support needed to develop professionally.
Hiring Process
Our hiring process includes live conversations with our team, not just automated steps. If selected to move forward, you’ll speak directly with a member of our team by phone, video, or in person. This gives you the opportunity to learn more about the position, ask questions, and determine whether the role is the right fit for you.
Apply today, we look forward to speaking with you further.
Job Type: Full-time
Projected Total Compensation: $75,000.00 - $125,000.00 per year
Work Location: In person
Salary : $75,000 - $125,000