Sales Leader - Benefits Wholesale Services

Job Title: Benefit Services Sales Manager

Reports To: Executive Vice President, Benefit Services

Position Summary: The Senior Sales Leader will be responsible for leading the sales initiatives for a benefit service company that includes a medical TPA, a wellness company, a medical management firm, and an HRIS/Consolidated billing group.

The primary distribution channel will be employee benefit brokers on a national level, with secondary focus on direct marketing. The role requires a strategic leader with at least 5 years of sales leadership experience, preferably in the employee benefits industry.

Essential Functions:

• Supervise all sales executives, including setting activity metrics, holding regular sales meetings, and ensuring that the sales team has the necessary resources to succeed.
• Accompany sales executives on calls as necessary to close business.
• Hire, train, and develop new sales executives; implement formal development plans and ensure comprehensive training.
• Define sales territories to avoid overlap and inefficiency.
• Develop policies and procedures for handling incoming leads from national portals, conferences/events, and web-generated opportunities.
• Formulate strategies to increase penetration and engagement with top brokers in the US.
• Provide feedback to the Executive Vice President on product and pricing requirements to remain competitive.
• Collaborate with the Executive Vice President on marketing budget, priorities, and conference attendance; suggest new target verticals and distribution channels.
• Become an expert in the company’s products and differentiation; ensure all sales executives understand and can articulate these differences.
• Complete other duties as assigned by the Executive Vice President.

Metrics of Success:

• New business generated each year
• Business retention rates
• Number of successful sales executives
• Significant penetration of new brokers

Education: Four-year degree.

Experience: Minimum of 5 years of sales management experience, preferably within the employee benefits industry.

Specific Skills & Knowledge:

• Strong leadership skills with the ability to hold others accountable.
• Excellent sales management skills and practices.
• Ability to hire and develop sales talent.
• Solid understanding of the employee benefits business.
• Knowledge of the wellness business and its applicability for companies.
• Basic knowledge of CRM systems; proficiency in Hubspot and/or Salesforce is a plus.
• Obtaining and maintaining a Life and Health Insurance License is recommended but not required.

Supervisory Responsibility: This individual will manage the sales team, which includes 10+ sales executives.

 

About HealthCheck360:

At HealthCheck360, we turn our passion into your program. We’re leaders in population health management and well-being solutions. Our services are like a choose your own adventure book. Select the options you need to fill gaps in your current benefits or create a comprehensive program to fit your organization’s unique culture. We can even work with your brokers, third party administrator, insurance companies or other benefit provider for a complete integration of services.

The HealthCheck360 difference is our focus on you. Our approach includes developing a well-being strategy to address individual and population health and get you the data you need to take action. When your employees are healthy, we all win.