Personify Health

SDR – Broker Relations

Personify Health

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

AI Apply
Apply

Salary

💰 $50,000 - $60,000 per year

Tech Stack

About the role

  • Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads
  • Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing
  • Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more
  • Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts
  • Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment
  • You will also have a primary responsibility to educate leads/contacts regarding: Personify Health’s value and key positioning pillars; solution differentiation from market alternatives
  • Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities
  • Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values
  • Consistently logging lead, contact, account, and qualification data in Salesforce.com
  • Report weekly metrics
  • Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods.
  • Achieve quarterly objectives

Requirements

  • Proven success in sales/marketing in TPA and or Benefit Administration.
  • Outgoing, positive, friendly, and a master communicator
  • Demonstrated history in exceeding performance goals and quotas
  • Experience selling enterprise products/services with a focus on value-based selling methodologies
  • Strong communications and understanding of how to identify consultant and broker needs and map business value
  • Adept in using Salesforce.com, Hubspot and Microsoft Office applications
  • Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies.
  • Experience with Benefitflow and/or MPLOYER appreciated but not required.
  • Proficient in managing multiple simultaneous qualification and sales processes
  • Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems
  • Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities
Benefits
  • Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
  • Mental health support and wellness programs designed by experts who get it
  • Flexible work arrangements that fit your life, not the other way around
  • Retirement planning support to help you build real wealth for the future
  • Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
  • Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesmarketinglead qualificationvalue-based sellingprospectingdata loggingperformance goal achievementbusiness value mappingmulti-tasking
Soft Skills
communicationoutgoingpositivefriendlymaster communicatorstrategic thinkingadaptabilityproblem-solving