Health Plan Sales Consultant

Primary Responsibilities

• Possess a strong acumen for healthcare sales and relationship building.
• Develop a trusted advisor relationship with preferred partners.
• Conduct consultative prospect meetings with Producers, Account Managers, and Leadership from introductory meetings through financial analysis, quoting, and closing.
• Prepare financial analysis proposals and track all sales activities in the company CRM system.
• Maintain a well-developed pipeline of prospects and work towards meeting and exceeding sales quotas.
• Collaborate with a team of coordinators, sales, marketing, and account management members.
• Assist the Account Management team with client retention as needed.
• Occasionally conduct informational webinars and attend conferences as both an exhibitor and potential speaker.

Requirements

• Experience: 5+ years in sales, 2+ years in B2B channel sales.
• Industry Knowledge: Healthcare benefits or insurance experience required. Health & Life Insurance License required.
• Bachelor's degree preferred.
• Experience with preparing proposals and financial analysis.
• Experience with carrying and closing quota.
• Consultative selling, financial analysis, CRM expertise, strong communication.
• Excellent oral and written communication skills.
• Highly self-motivated with the ability to work independently and remotely.
• Advanced problem-resolution skills and communication abilities.
• Excellent presentation and listening skills.
• Excellent PowerPoint/Slides, Word/Docs, Excel/Sheet skills.
• Remote work proficiency, ability to travel (40%), adaptability to fast-paced environments.
• Must be able to pass a background check.
• Experience effectively collaborating with various teams and individuals at every level of an organization.
• Proficiency and leveraging relevant AI tools and technologies to enhance proficiency and innovation is required.