Warner Pacific Insurance Services

Sales

• Drive the adoption of our technology platform across all active markets and position Warner Pacific’s solutions as a key differentiator in the health insurance industry.
• Blend sales enablement, product marketing, broker training, and strategic feedback.
• Partner closely with Sales, Marketing, Product, IT, and broker partners to ensure our technology is understood, adopted, and positioned as a competitive advantage.
• Deliver live demos and training for Warner Pacific’s Suite of Technology Tools.
• Develop broker-facing enablement materials, including one-pagers, webinars, guides, and playbooks.
• Tailor training programs to diverse audiences from boutique agencies to national firms based on needs and technology fluency.
• Collaborate with Marketing and Training teams to refine engagement and content using post-session data and feedback.

Sales Technology Consultant

Account Executive

• The Senior Executive Sales Consultant is responsible for driving broker relationships and achieving sales goals through advanced broker growth initiatives and new group submissions.
• Emphasizes maintaining frequent and impactful communication with brokers to maximize product adoption and overall sales growth.
• Re-engaging inactive brokers to develop new sales opportunities.
• Delivering comprehensive product and technology training.
• Managing a robust pipeline through regular outbound and follow-up calls to active and potential brokers.
• Plays a key role in strategic development by refining and executing strategies to meet annual sales targets,
• Using detailed sales status reports to monitor activity, follow-ups, closings, and overall progress toward target achievement.

Senior Executive Sales Consultant

• Medicare and Individual Sales Consultant responsible for achieving sales goals for both Medicare and Individual.
• Accomplish Medicare Sales responsibilities through acquisition of Medicare broker appointments and certifications.
• Maintain relationships with brokers to increase sales of Medicare product lines.
• Make outbound sales calls and follow up with active and potential brokers.
• Conduct broker training and update meetings.
• Coordinate with management to establish client services and improve processes.

Sales Consultant – Medicare

• Achieving sales goals for both Medicare and Individual.
• Maintaining FMO and carrier relationships.
• Providing product and technology training for brokers.
• Making outbound sales calls and follow-up calls.
• Educating brokers on Medicare guidelines and processes.

• The Sales Consultant is responsible for achieving sales goals by attaining new group submission contracts, developing broker growth plans, and / or new member acquisitions using effective sales techniques to engage and support brokers and/or members.
• Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all product lines.
• Prospect inactive brokers to find new sales opportunities.
• Provide product and technology training for brokers and brokerage staff.
• Make outbound sales calls and follow-up calls to active and potential brokers.
• Conduct training seminars/webinars describing the tools and opportunities available to them through Warner Pacific.
• Develops and implements sales strategies, and utilizes selling techniques to acquire new medical and specialty business through agents/brokers.
• Conducts agency training and assists agents in the development of marketing plans and lead acquisition.
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
• Handle inbound sales calls and product support inquiries written and verbal from brokers.
• Demonstrate a solid understanding of our carrier partner’s underwriting appetites, services and products.

Sales Consultant – San Antonio, South Texas

• The Sales Consultant is responsible for achieving sales goals by attaining new group submission contracts, developing broker growth plans, and/or new member acquisitions using effective sales techniques to engage and support brokers and/or members.
• Make outbound sales calls and follow-up calls to active and potential brokers.
• Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all product lines.
• Prospect inactive brokers to find new sales opportunities.
• Provide product and technology training for brokers and brokerage staff.
• Conduct training seminars/webinars describing the tools and opportunities available to them through Warner Pacific.
• Develops and implements sales strategies, and utilizes selling techniques to acquire new medical and specialty business through agents/brokers.
• Conducts agency training and assists agents in the development of marketing plans and lead acquisition including, but not limited to agent websites, quoting, and e-mail marketing.
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
• Handle inbound sales calls and product support inquiries written and verbal from brokers.
• Document leads and communication in Salesforce.
• Make note of potential workflow enhancements and communicate to supervisor for consideration.

Sales Consultant

• Achieving sales goals by attaining new group submission contracts
• Maintaining frequent and effective contact with brokers
• Conducting training seminars/webinars for brokers
• Developing and implementing sales strategies