Lead Generation Representative - Remote

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities.

About the role

As a Lead Generation Representative supporting Middle Market Sales within Optum Financial's Employer business, you will play a key role in driving growth and expanding strategic client relationships. In this dynamic role, you will identify, prospect, and qualify high-potential business opportunities across middle-market employer prospects. Working closely with Sales Associates and Solution Sales Executives (SSEs), you will engage employer decision-makers, build a qualified sales pipeline, and present Optum Financial's market-leading employee health and financial solutions, including HSAs, FSAs, HRAs, and payment technology solutions. You'll enjoy the flexibility to work remotely from anywhere within the U.S.

Responsibilities

• Identify, target, and qualify prospective business opportunities within the Middle Market employer segment for Optum Financial
• Execute strategic outbound prospecting campaigns via phone, email, professional networks, and digital platforms to engage senior HR, benefits, and financial leadership
• Qualify inbound marketing leads and seamlessly transition high-potential opportunities to Sales Executives
• Build and maintain a solid sales pipeline aligned with segment growth strategies and revenue goals
• Log and manage prospect interactions, outreach metrics, and opportunity stages within Salesforce/CRM
• Conduct market research to understand prospect needs, pain points, and industry trends to tailor value propositions
• Meet or exceed target metrics for outbound contacts, qualified prospect meetings, and pipeline contribution
• Collaborate with Sales Ops, Marketing, Product, and Business Development teams to support lead generation initiatives and strategic growth efforts

Requirements

• 3+ years of business-to-business (B2B) sales, business development, or account management experience
• 2+ years of experience utilizing enterprise CRM software (e.g., Salesforce) to manage prospecting and pipeline activities
• 2+ years of experience conducting outbound prospecting, cold outreach, and lead qualification with corporate decision-makers
• Demonstrated track record of achieving or exceeding performance quotas and lead qualification metrics
• Proven solid prospecting and relationship-building skills
• Proven excellent verbal, written, and presentation communication skills
• Demonstrated ability to influence outcomes through collaboration and relationship management

Preferred Qualifications

• Experience in the healthcare, employee benefits, financial services, or financial technology (FinTech) industry
• Knowledge of employer health savings and spending accounts (HSA, FSA, HRA) and payment solutions

Benefits

• Comprehensive benefits package
• Incentive and recognition programs
• Equity stock purchase
• 401k contribution (all benefits are subject to eligibility requirements)

Pay

The salary for this role will range from $50,000 to $115,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable.

All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.