Broker distribution and development
Interpreting and qualifying Requests for Proposals (RFP’s)
Experienced user of Salesforce.com
Ability to cold call prospects and brokers
Ability to present wellness solutions with a virtual format and the use of power point
Help to manage, implement, deliver, evaluate and improve all workplace wellness programs and resources
Ability to be consultative in all things well-being
Become expert in all ancillary wellness services that are offered and have the ability to provide strategic direction for prospects and current clients
Able to generate new leads via broker and direct to end user sales channels
Build and sustain positive relationships with the entire Wellness IQ staff
Ability to present and sell to consultants or employer groups of 50-1500 employees
Interact with staff, management and vendors to ensure operational efficiency and effectiveness
Frequent travel required

Requirements

College Degree Preferred
1+ years of Sales and Wellness or related experience, or any combination of education, experience and training that provides knowledge and abilities to perform the job
Passion for Health and Wellness
Insurance brokerage experience specifically in employee benefits preferred
Data knowledge and experience preferred (Microsoft Access, FTP uploads, and eligibility files)
Excellent communication skills
Strong typing skills
Excellent interpersonal and organization skills
Ability to respond professionally and accurately to requests received from a variety of clients
Proficiency in Microsoft Office - Word, Excel, Power Point, etc.
Salesforce CRM experience preferred
Proficiency in GoTo Meeting, Zoom or other virtual presentation

Benefits

401(k)
401(k) matching
Cell phone reimbursement
Dental insurance
Disability insurance
Health insurance
Health savings account
Life insurance
Mileage reimbursement
Paid time off
Travel reimbursement
Vision insurance

Applicant Tracking System Keywords

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

Hard Skills & Tools

SalesWellnessData knowledgeMicrosoft AccessFTP uploadsEligibility filesMicrosoft OfficeSalesforceVirtual presentationCold calling

Soft Skills

CommunicationInterpersonalOrganizationalConsultativeRelationship buildingProfessionalismPresentation skillsStrategic directionLead generationOperational efficiency