
SDR – Broker Relations
Personify Health
full-time
Posted on:
Location Type: Remote
Location: United States
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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