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Position Summary
• Identify and cultivate new business opportunities through networking, channel partners, and self-generated leads.
• Execute aggressive prospecting strategies to access key decision makers within prospective client organizations.
• Manage the entire sales cycle including post-sale and implementation processes.
• Negotiate pricing and scope of service with prospective clients.
• Complete required sales paperwork and finalize client service agreements.
• Maintain an accurate sales pipeline and forecast.
• Achieve monthly, quarterly, and annual sales goals assigned by management.
Essential Duties and Responsibilities
• Generate new business within the designated territory.
• Analyze, plan, and implement products and services tailored to client needs.
• Stay informed about industry trends, new products, services, and broker practices.
• Meet or exceed monthly and quarterly sales quotas.
• Oversee renewal proposals and processes for current clients.
• Prepare executive summaries for client presentations.
• Schedule ongoing meetings with clients to address questions and concerns during implementation.
• Collect data to guide product and service offerings, marketing, sales, and general business strategies.
• Develop lead generation and utilize CRM (Salesforce) to track activities.
• Take responsibility for accuracy, timeliness, and efficiency of all services for assigned clients.
• Attend monthly consulting meetings and provide training and coaching for staff.
Knowledge, Skills, and Abilities
• Self-starter with a strong work ethic.
• Ability to aggressively prospect for new business.
• Self-aware and open to feedback and coaching.
• Strong business acumen and understanding of financial concepts.
• Knowledgeable in self-funded and fully insured products and financial arrangements.
• Excellent verbal, written, and presentation skills; able to communicate professionally with carriers, members, and employers.
• Strong problem-solving skills and attention to detail.
• Professional appearance and demeanor; adheres to corporate policies and procedures.
• Maintains confidentiality and privacy.
• Understands customer needs and requirements.
• Demonstrates sound business ethics and high performance standards while pursuing goals.
• Capable of defining problems, collecting and interpreting data, establishing facts, and drawing valid conclusions.
Education & Experience
• High School Diploma.
• 2-3 years of sales experience.
$50,000 - $80,000 a year
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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