Health Plan Sales Consultant

Primary Responsibilities

• Possess a strong acumen for healthcare sales, relationship building, a consultative style, strong calculation skills, patience for long sales cycles, and the ability to embrace change.
• Prospect and qualify new client and channel partner leads.
• Schedule and facilitate meetings and presentations with prospects.
• Conduct consultative prospect meetings with Producers, Account Managers, and Leadership from introductory meetings through financial analysis, quoting, and closing primarily virtually, occasionally in-person.
• Develop a trusted advisor relationship with preferred partners.
• Prepare financial analysis proposals.
• Track all sales activities in the company CRM system.
• Maintain a well-developed pipeline of prospects.
• Work closely with a team of coordinators, sales, marketing, and account management members.
• Afford assistance with client retention as needed.
• Occasionally conduct informational webinars.
• Occasionally attend conferences as both an exhibitor and potential speaker, to generate leads, connect with clients and cultivate partner relationships.

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.
• Skills: 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.