POSITION SUMMARY

Responsible for working all aspects of the sales cycle from prospecting to closed-won. Additional duties include collaboration with company personnel including service, risk, and leadership to meet or exceed strategic objectives, conducting portfolio reviews, developing/executing strategic plans that will contribute to profitable growth for the company, and working closely with the customer relationship team to ensure both a timely resolution and satisfactory outcome to client issues.

ESSENTIAL FUNCTIONS

• Develop and implement outbound sales strategies, which result in achieving (or exceeding) sales goals.
• Manage the complete sales cycle for the Banks’s FinTech lending platform including prospecting and lead generation, contract negotiation and deal closure, all while ensuring a smooth and positive customer experience.
• Track leads and opportunities within HubSpot.
• Grow a quality book of business by new client growth and transitioned business.
• Maintain current broker relationships and generate net-new through updated materials, communication and dynamic incentives that provide value to all teams involved.
• Actively generating new sales leads through activities including but not limited to: outbound email, sales calls, community activities, or events.
• Work with Marketing on new and renewal business to include gathering needed information, submissions, and preparation of proposals to clients and for preparation/creation of materials for presentations.
• Communicate with client companies, vendors and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc); following up on outstanding issues or client requests.
• Coordinate with internal partners to complete potential client analysis and/or account lead requests.

SUPERVISORY RESPONSIBILITIES

None

COMPETENCIES

• Alignment w/Sunrise Core Values
• Adaptability
• Communication
• Compliance
• Dependability & Flexibility
• Initiative
• Integrity
• Judgement
• Organizational Skills
• Productivity
• Professionalism
• Quality Service
• Teamwork
• Technical /PC Skills
• Work Quality

EDUCATION & EXPERIENCE

• Bachelor's degree and 5 years related experience or equivalent education and experience.
• Ability to travel up to 25%.
• Operate well in a growing team environment.
• Knowledge of employee benefit market and experience selling to benefit brokers and employers.
  • Experience selling any of the following is valuable and preferred:
    • Volunteer employee benefits.
    • B2B specifically to the C Suite.
    • Financial services and / or financial wellness products/services.
    • Adjacent industries such as Payroll, HSA, retirement plans (e.g. 401(k), etc.
  • Possess solid understanding of and successful use of CRM software tools.
  • Excellent verbal, written, and presentation skills.
  • Keen problem-solving skills, focusing solutions on the root cause.
  • Collaborative and able to build mutually meaningful relationships with internal and external clients, and comfortably engage others in a consultative sales dialogue.
  • Sales experience and proven track record of achieving (or exceeding) goals.
  • Capable of exercising discretion, in confidential matters, and uses independent judgment.

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This Position Summary reflects management’s assignment of major responsibilities, which represent the majority of essential functions. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. They may be subject to change at any time due to reasonable accommodation or other reasons.