About the role Identify, prospect and close new business via strategic brokerage relationships Work closely with and in partnership with Brokers and Brokerage Firms Close sales to achieve aggressive annual revenue goals Strategically nurture and cultivate prospects with sales leadership Build rapport and business relationships via face-to-face, phone, social media, blogs, and thought leadership Educate prospects on business trends, compliance, and product evolution Manage sales pipeline and sales activities via company database (Microsoft CRM) Conduct regular stewardship meetings with broker partners Establish carrier relationships Forecast opportunities and penetrate new business daily Requirements Must be eligible to work in the United States without the need for work visa or residency sponsorship 10+ years’ Group sales experience preferred; 7+ years’, required Top 20% in prior sales organization, Top 10% preferred among national ancillary carriers Extensive knowledge of ancillary benefits products, required Bachelor’s degree, preferred Insurance License required Must possess the ability to forecast opportunities and penetrate new business on a daily basis Possess excellent written and verbal communication skills Ability to articulate the company’s value proposition and capabilities Have a great attitude, strong work ethic, be ethical, and punctual Have the ability to thrive in a fast-paced environment Possess highly effective consultative selling skills Ability to work in a team environment Organizational skills and ability to multi-task prioritize and achieve sales objectives Strong Negotiation Skills Experience with Microsoft CRM and sales pipeline management Well established and expansive relationships across a broad cross section of brokers health, wellbeing, retirement, and other financial benefits paid time off overtime pay for non-exempt employees robust learning and development programs reimbursement of job-related expenses per the company policy employee perks and discounts total-wellbeing benefits (same as clients) Copy ATS Keywords Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills Group sales experience ancillary benefits products sales pipeline management forecasting opportunities consultative selling skills negotiation skills
Soft skills written communication verbal communication teamwork organizational skills multi-tasking strong work ethic ethical behavior punctuality ability to thrive in fast-paced environment relationship building
Certifications Insurance License