Warner Pacific Insurance Services

Sales Consultant

Warner Pacific Insurance Services

full-time

Posted on:

Location Type: Office

Location: Urbandale • Iowa • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $71,250 - $95,000 per year

About the role

  • Meet or achieve monthly/annual sales goals.
  • Recommends appropriate solutions to meet customer needs and resolves questions with direction as needed.
  • Generates prospective/inactive broker opportunities by utilizing various sales strategies.
  • Cultivate current broker relationships and identify strategies to expand opportunities.
  • Reviews data on sales reports to identify patterns, identify opportunities and develop sales strategies.
  • Helps identify areas of sales process improvements to achieve sales targets and initiatives.
  • Conduct structured training sessions covering product knowledge, quoting tools, and market trends.
  • Regularly assess broker understanding and provide ongoing education on product updates.
  • Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities.
  • Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation.
  • Engage brokers early in the renewal process to assess client needs, any changes in the business, and possible improvements to their current policies.
  • Maintain regular communication through check-ins on quote follow up, newsletters, or industry updates.
  • Offer tailored support, whether it's new product information or helping brokers navigate the sales process.
  • Demonstrate a solid understanding of our carrier partner’s, industry trends, underwriting guidelines, services and products.
  • Builds relationships with cross-functional/external stakeholders and customers.
  • Ensures a high level of customer service is provided for the utmost experience.
  • Document activity and communication in Agency Bloc.
  • Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
  • Provide back up in other areas within the department/company as needed/requested.
  • Knowledge of core OOS quoting processes.
  • Ability to participate in RFP process when competing for an agency.

Requirements

  • Minimum 1-2 years of health care/medical sales/service experience, preferred.
  • Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
  • Demonstrate exceptional interpersonal skills.
  • Demonstrate consultative skills with internal and external partners.
  • Proven ability to multi-task in a complex environment with high accuracy and work volume under supervision.
  • Solid understanding of market factors, carriers, carrier guidelines, plans, benefits, and legislation in the Iowa and Illinois group insurance landscape.
  • Collaborative and flexible work style to pivot in a fast-paced work environment.
  • Ability to self-start and think/act independently.
  • Highly effective written and oral communication.
  • Maintain confidentiality.
  • Demonstrated ability to effectively negotiate.
  • Demonstrate exceptional presentation skills to present internally or externally to brokers or carrier partners.
  • Ability to quickly adapt to emerging technologies.
  • Computer literacy in programs such as but not limited to: Microsoft Excel, Power Point, Microsoft 365, Agency Bloc.
  • Maintain a valid Iowa and Illinois life/health insurance license.
Benefits
  • N/A 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

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

Hard Skills & Tools
health care salesmedical salessales strategiessales process improvementsconsultative skillsnegotiation skillspresentation skillsmarket analysisdata analysisOOS quoting processes
Soft Skills
interpersonal skillscollaborative work styleflexibilityself-starterindependent thinkinghigh accuracymulti-taskingcommunication skillscustomer serviceintegrity
Certifications
Iowa life insurance licenseIllinois life insurance license