Senior Sales Consultant

CRC Insurance Services

Senior Sales Consultant maintaining client relationships and driving sales growth in benefits services. Collaborating with brokers and consultants to provide tailored solutions in a remote role.

Posted 7/24/2026full-timeRemote • North Carolina • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales growth and client relationship management within the Self-funded insurance sector, with a strong focus on stop-loss insurance and risk management. Proficient in conducting risk assessments and developing tailored solutions to meet client needs.

Highest-signal resume keywords

Self-Funded Insurance SalesStop-Loss Insurance ExpertiseRisk Management PrinciplesLife and Health LicenseCRM Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales GrowthClient Relationship ManagementRisk AssessmentMarket ResearchSales Strategy DevelopmentData AnalysisPresentation SkillsProposal DevelopmentSales Target AchievementInnovative Solution Development

Soft Skills

Excellent CommunicationCollaborationAnalytical SkillsIndependenceTime Management

Tools & Technologies

CRM SoftwareMicrosoft Office Suite

Certifications & Qualifications

Life and Health License

Industry Keywords

Self-Funded Employee Benefit PlansStop-Loss InsuranceEmployee Benefit BrokersConsultantsRisk Profiles

About the role

Key responsibilities & impact

Drive sales growth and maintain strong client relationships with employee benefit brokers and consultants
Understand client’s needs, assess risk profiles, and recommend tailored solutions
Leverage the existing network of benefit advisors to retain consulting services
Identify and pursue new business opportunities within the target market to achieve sales targets
Conduct thorough market research to identify potential clients and key decision makers
Develop and maintain a strong network of industry contacts
Prepare and deliver persuasive sales presentations and proposals
Collaborate with internal teams to develop customized solutions
Stay updated on industry trends and market dynamics
Build and maintain strong relationships with existing clients
Conduct regular agent/broker meetings and provide proactive risk management recommendations
Conduct detailed risk assessments and analyses
Collaborate with cross-functional teams to develop comprehensive risk management solutions
Contribute to the development and implementation of sales strategies and marketing campaigns
Actively participate in team meetings

Requirements

What you’ll need

Minimum of five (5) years experience in selling or marketing in a Self-funded insurance environment
Associate degree preferred
Life and Health License required
Proven track record of success in sales and client relationship management industry, with a focus on stop-loss
In-depth knowledge of Self-funded employee benefit plans, stop loss insurance, and risk management principles
Strong analytical skills with the ability to assess risk profiles, analyze data, and develop innovative solutions
Excellent communication and presentation skills
Proven ability to work independently, manage multiple priorities, and meet sales targets within deadlines
Proficiency in CRM software and Microsoft Office Suite

Benefits

Comp & perks

Access to medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs
Company holidays, vacation and sick days
New parent leave