Sales Consultant

Lead Advisor is a recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.com

Our client helps organizations build the most cost-effective health plan. Since 2001, they have provided their clients with an average net savings of over 18%. The product utilizes proprietary medical reimbursement systems, risk transfer solutions and wellness strategies. In doing so, the firm has delivered millions of dollars in savings to its clients while at the same time providing the highest level of employee benefits. With offices across the United States, The firm provides a national presence combined with local expertise and service. Through strategic broker partnerships, the firm delivers custom plan design solutions that exceeds the needs of both employers and employees across the country.

Role and Responsibilities

This position creates broker distribution networks to promote the company product suite and help employers to reduce their health insurance spend, while maintaining great benefits for employees.

• Identifying potential strategic broker partners

• Selling to customers in the 10-99 employee range through broker partners

• Accountable for prospect from presale through implementation.

• Providing the necessary broker support for successful education and implementation of the company. This includes interacting with broker partner teams and conducting broker education meetings to ensure thorough explanation and understanding of the product.

• Develop and maintain key internal relationships.

• Understand customer needs and provide value-added consultation.

• Present a positive image of the firm in the marketplace.

• Understanding the importance of Wellness and the pivotal role it plays in the employee benefits arena.

Position Metrics

• Activity: 5 broker meetings per week

• Opportunities: 10 RFP’s per month resulting in 7,500 quoted lives per year

• Sold Business: 750 New Business Lives

Qualifications and Education Requirements

• Bachelor’s degree and minimum of 5 years of insurance experience in a sales capacity.

• History of new business sales success

• Strong network of group health insurance brokers and consultants

• State Health Insurance License Preferred Skills

• Public speaking ability to present to business owners, brokers and employees

• Proficiency in Microsoft Outlook, PowerPoint, Word and Excel

• Sales Force database experience

• Virtual meeting experience utilizing Zoom and Microsoft Teams technologies Compensation

• Base Salary

• Variable Commission

• Employee Benefits = 401(k) Health, Dental, Vision, Life, Disability Insurance

Location: Remote in NJ/CT/NY

Salary: 70-85k